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FVTKX vs. VFTAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FVTKX vs. VFTAX - Performance Comparison

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

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FVTKX vs. VFTAX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FVTKX
Fidelity Freedom 2060 Fund Class K6
-3.48%24.13%14.37%20.86%-18.11%16.79%18.59%16.94%
VFTAX
Vanguard FTSE Social Index Fund Admiral Shares
-10.48%17.25%25.97%31.78%-24.22%27.70%22.63%23.59%

Returns By Period

In the year-to-date period, FVTKX achieves a -3.48% return, which is significantly higher than VFTAX's -10.48% return.


FVTKX

1D
-0.36%
1M
-9.17%
YTD
-3.48%
6M
0.20%
1Y
19.65%
3Y*
15.61%
5Y*
8.41%
10Y*

VFTAX

1D
-0.31%
1M
-8.54%
YTD
-10.48%
6M
-8.35%
1Y
11.90%
3Y*
16.63%
5Y*
10.01%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FVTKX vs. VFTAX - Expense Ratio Comparison

FVTKX has a 0.50% expense ratio, which is higher than VFTAX's 0.14% expense ratio.


Return for Risk

FVTKX vs. VFTAX — Risk / Return Rank

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

FVTKX
FVTKX Risk / Return Rank: 7070
Overall Rank
FVTKX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FVTKX Sortino Ratio Rank: 7171
Sortino Ratio Rank
FVTKX Omega Ratio Rank: 7070
Omega Ratio Rank
FVTKX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FVTKX Martin Ratio Rank: 7171
Martin Ratio Rank

VFTAX
VFTAX Risk / Return Rank: 3030
Overall Rank
VFTAX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
VFTAX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VFTAX Omega Ratio Rank: 3131
Omega Ratio Rank
VFTAX Calmar Ratio Rank: 2929
Calmar Ratio Rank
VFTAX Martin Ratio Rank: 3030
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.

FVTKX vs. VFTAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2060 Fund Class K6 (FVTKX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX). 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.


FVTKXVFTAXDifference

Sharpe ratio

Return per unit of total volatility

1.23

0.64

+0.58

Sortino ratio

Return per unit of downside risk

1.75

1.05

+0.70

Omega ratio

Gain probability vs. loss probability

1.26

1.15

+0.11

Calmar ratio

Return relative to maximum drawdown

1.49

0.81

+0.67

Martin ratio

Return relative to average drawdown

6.74

3.22

+3.51

FVTKX vs. VFTAX - Sharpe Ratio Comparison

The current FVTKX Sharpe Ratio is 1.23, which is higher than the VFTAX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of FVTKX and VFTAX, 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


FVTKXVFTAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.23

0.64

+0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.55

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.67

-0.02

Correlation

The correlation between FVTKX and VFTAX is 0.91, 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

FVTKX vs. VFTAX - Dividend Comparison

FVTKX's dividend yield for the trailing twelve months is around 4.01%, more than VFTAX's 0.99% yield.


TTM202520242023202220212020201920182017
FVTKX
Fidelity Freedom 2060 Fund Class K6
4.01%3.87%2.52%2.26%10.84%10.41%4.04%6.19%6.19%2.46%
VFTAX
Vanguard FTSE Social Index Fund Admiral Shares
0.99%0.85%0.99%1.10%1.34%0.94%1.21%1.43%0.00%0.00%

Drawdowns

FVTKX vs. VFTAX - Drawdown Comparison

The maximum FVTKX drawdown since its inception was -30.94%, smaller than the maximum VFTAX drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for FVTKX and VFTAX.


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Drawdown Indicators


FVTKXVFTAXDifference

Max Drawdown

Largest peak-to-trough decline

-30.94%

-34.20%

+3.26%

Max Drawdown (1Y)

Largest decline over 1 year

-11.19%

-12.15%

+0.96%

Max Drawdown (5Y)

Largest decline over 5 years

-27.12%

-29.12%

+2.00%

Current Drawdown

Current decline from peak

-9.81%

-11.84%

+2.03%

Average Drawdown

Average peak-to-trough decline

-5.54%

-6.39%

+0.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

3.06%

-0.47%

Volatility

FVTKX vs. VFTAX - Volatility Comparison

Fidelity Freedom 2060 Fund Class K6 (FVTKX) has a higher volatility of 5.74% compared to Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) at 4.67%. This indicates that FVTKX's price experiences larger fluctuations and is considered to be riskier than VFTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FVTKXVFTAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.74%

4.67%

+1.07%

Volatility (6M)

Calculated over the trailing 6-month period

9.62%

10.01%

-0.39%

Volatility (1Y)

Calculated over the trailing 1-year period

16.05%

19.31%

-3.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.85%

18.29%

-3.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.88%

20.89%

-5.01%