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FVLSX vs. FXIFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FVLSX vs. FXIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Flex Freedom Blend 2030 Fund (FVLSX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX). The values are adjusted to include any dividend payments, if applicable.

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FVLSX vs. FXIFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FVLSX
Fidelity Flex Freedom Blend 2030 Fund
-2.08%17.28%13.93%15.85%-17.05%11.73%15.50%22.36%-6.53%8.85%
FXIFX
Fidelity Freedom Index 2030 Fund Investor Class
-2.61%15.89%9.50%15.10%-16.55%10.84%14.34%22.07%-5.64%8.74%

Returns By Period

In the year-to-date period, FVLSX achieves a -2.08% return, which is significantly higher than FXIFX's -2.61% return.


FVLSX

1D
0.00%
1M
-6.56%
YTD
-2.08%
6M
0.33%
1Y
13.44%
3Y*
12.61%
5Y*
6.40%
10Y*

FXIFX

1D
0.14%
1M
-6.14%
YTD
-2.61%
6M
-0.52%
1Y
11.87%
3Y*
10.36%
5Y*
5.23%
10Y*
8.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FVLSX vs. FXIFX - Expense Ratio Comparison

FVLSX has a 0.00% expense ratio, which is lower than FXIFX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

FVLSX vs. FXIFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FVLSX
FVLSX Risk / Return Rank: 7373
Overall Rank
FVLSX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
FVLSX Sortino Ratio Rank: 7373
Sortino Ratio Rank
FVLSX Omega Ratio Rank: 7373
Omega Ratio Rank
FVLSX Calmar Ratio Rank: 7070
Calmar Ratio Rank
FVLSX Martin Ratio Rank: 7474
Martin Ratio Rank

FXIFX
FXIFX Risk / Return Rank: 6969
Overall Rank
FXIFX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FXIFX Sortino Ratio Rank: 7070
Sortino Ratio Rank
FXIFX Omega Ratio Rank: 6969
Omega Ratio Rank
FXIFX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FXIFX Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FVLSX vs. FXIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend 2030 Fund (FVLSX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FVLSXFXIFXDifference

Sharpe ratio

Return per unit of total volatility

1.27

1.20

+0.07

Sortino ratio

Return per unit of downside risk

1.81

1.72

+0.09

Omega ratio

Gain probability vs. loss probability

1.27

1.25

+0.02

Calmar ratio

Return relative to maximum drawdown

1.59

1.50

+0.08

Martin ratio

Return relative to average drawdown

7.07

6.72

+0.35

FVLSX vs. FXIFX - Sharpe Ratio Comparison

The current FVLSX Sharpe Ratio is 1.27, which is comparable to the FXIFX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of FVLSX and FXIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FVLSXFXIFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.27

1.20

+0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.51

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

0.70

+0.01

Correlation

The correlation between FVLSX and FXIFX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

FVLSX vs. FXIFX - Dividend Comparison

FVLSX's dividend yield for the trailing twelve months is around 6.85%, more than FXIFX's 3.43% yield.


TTM20252024202320222021202020192018201720162015
FVLSX
Fidelity Flex Freedom Blend 2030 Fund
6.85%6.71%8.31%2.52%4.48%6.07%5.28%6.80%7.38%2.97%0.00%0.00%
FXIFX
Fidelity Freedom Index 2030 Fund Investor Class
3.43%3.34%2.67%2.26%2.69%2.13%2.40%16.73%2.13%1.84%1.94%2.02%

Drawdowns

FVLSX vs. FXIFX - Drawdown Comparison

The maximum FVLSX drawdown since its inception was -24.68%, roughly equal to the maximum FXIFX drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for FVLSX and FXIFX.


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Drawdown Indicators


FVLSXFXIFXDifference

Max Drawdown

Largest peak-to-trough decline

-24.68%

-23.90%

-0.78%

Max Drawdown (1Y)

Largest decline over 1 year

-7.92%

-7.46%

-0.46%

Max Drawdown (5Y)

Largest decline over 5 years

-24.23%

-23.28%

-0.95%

Max Drawdown (10Y)

Largest decline over 10 years

-23.90%

Current Drawdown

Current decline from peak

-6.71%

-6.30%

-0.41%

Average Drawdown

Average peak-to-trough decline

-4.88%

-3.63%

-1.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.78%

1.67%

+0.11%

Volatility

FVLSX vs. FXIFX - Volatility Comparison

Fidelity Flex Freedom Blend 2030 Fund (FVLSX) has a higher volatility of 3.91% compared to Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) at 3.54%. This indicates that FVLSX's price experiences larger fluctuations and is considered to be riskier than FXIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FVLSXFXIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.91%

3.54%

+0.37%

Volatility (6M)

Calculated over the trailing 6-month period

6.31%

5.85%

+0.46%

Volatility (1Y)

Calculated over the trailing 1-year period

10.74%

10.09%

+0.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.82%

10.28%

+0.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.80%

11.21%

+0.59%