PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
FVTKX vs. FDKVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FVTKX and FDKVX is 1.00, 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.


-0.50.00.51.01.0

Performance

FVTKX vs. FDKVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2060 Fund Class K6 (FVTKX) and Fidelity Freedom 2060 Fund (FDKVX). The values are adjusted to include any dividend payments, if applicable.

-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%AugustSeptemberOctoberNovemberDecember2025
5.92%
5.75%
FVTKX
FDKVX

Key characteristics

Sharpe Ratio

FVTKX:

1.42

FDKVX:

1.39

Sortino Ratio

FVTKX:

1.99

FDKVX:

1.94

Omega Ratio

FVTKX:

1.26

FDKVX:

1.25

Calmar Ratio

FVTKX:

1.19

FDKVX:

1.12

Martin Ratio

FVTKX:

7.78

FDKVX:

7.60

Ulcer Index

FVTKX:

2.16%

FDKVX:

2.16%

Daily Std Dev

FVTKX:

11.83%

FDKVX:

11.87%

Max Drawdown

FVTKX:

-34.32%

FDKVX:

-34.53%

Current Drawdown

FVTKX:

-2.08%

FDKVX:

-2.12%

Returns By Period

The year-to-date returns for both stocks are quite close, with FVTKX having a 2.97% return and FDKVX slightly lower at 2.89%.


FVTKX

YTD

2.97%

1M

1.53%

6M

5.70%

1Y

16.15%

5Y*

5.62%

10Y*

N/A

FDKVX

YTD

2.89%

1M

1.49%

6M

5.53%

1Y

15.79%

5Y*

5.35%

10Y*

5.68%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FVTKX vs. FDKVX - Expense Ratio Comparison

FVTKX has a 0.50% expense ratio, which is lower than FDKVX's 0.75% expense ratio.


FDKVX
Fidelity Freedom 2060 Fund
Expense ratio chart for FDKVX: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%
Expense ratio chart for FVTKX: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Risk-Adjusted Performance

FVTKX vs. FDKVX — Risk-Adjusted Performance Rank

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

FVTKX
The Risk-Adjusted Performance Rank of FVTKX is 7171
Overall Rank
The Sharpe Ratio Rank of FVTKX is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of FVTKX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of FVTKX is 6767
Omega Ratio Rank
The Calmar Ratio Rank of FVTKX is 6969
Calmar Ratio Rank
The Martin Ratio Rank of FVTKX is 7777
Martin Ratio Rank

FDKVX
The Risk-Adjusted Performance Rank of FDKVX is 6868
Overall Rank
The Sharpe Ratio Rank of FDKVX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of FDKVX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of FDKVX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of FDKVX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of FDKVX is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FVTKX vs. FDKVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2060 Fund Class K6 (FVTKX) and Fidelity Freedom 2060 Fund (FDKVX). 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.


Sharpe ratio
The chart of Sharpe ratio for FVTKX, currently valued at 1.42, compared to the broader market-1.000.001.002.003.004.001.421.39
The chart of Sortino ratio for FVTKX, currently valued at 1.99, compared to the broader market0.005.0010.001.991.94
The chart of Omega ratio for FVTKX, currently valued at 1.26, compared to the broader market1.002.003.004.001.261.25
The chart of Calmar ratio for FVTKX, currently valued at 1.19, compared to the broader market0.005.0010.0015.0020.001.191.12
The chart of Martin ratio for FVTKX, currently valued at 7.78, compared to the broader market0.0020.0040.0060.0080.007.787.60
FVTKX
FDKVX

The current FVTKX Sharpe Ratio is 1.42, which is comparable to the FDKVX Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of FVTKX and FDKVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.42
1.39
FVTKX
FDKVX

Dividends

FVTKX vs. FDKVX - Dividend Comparison

FVTKX's dividend yield for the trailing twelve months is around 1.64%, more than FDKVX's 1.00% yield.


TTM20242023202220212020201920182017201620152014
FVTKX
Fidelity Freedom 2060 Fund Class K6
1.64%1.69%1.53%2.30%2.45%1.21%1.70%1.88%1.23%0.00%0.00%0.00%
FDKVX
Fidelity Freedom 2060 Fund
1.00%1.03%1.25%2.10%2.23%1.03%1.49%1.53%1.08%1.28%1.96%2.68%

Drawdowns

FVTKX vs. FDKVX - Drawdown Comparison

The maximum FVTKX drawdown since its inception was -34.32%, roughly equal to the maximum FDKVX drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for FVTKX and FDKVX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-2.08%
-2.12%
FVTKX
FDKVX

Volatility

FVTKX vs. FDKVX - Volatility Comparison

Fidelity Freedom 2060 Fund Class K6 (FVTKX) and Fidelity Freedom 2060 Fund (FDKVX) have volatilities of 3.81% and 3.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%AugustSeptemberOctoberNovemberDecember2025
3.81%
3.82%
FVTKX
FDKVX
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab