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FVTKX vs. VTTSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FVTKX vs. VTTSX - Performance Comparison

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

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FVTKX vs. VTTSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FVTKX
Fidelity Freedom 2060 Fund Class K6
-3.48%24.13%14.37%20.86%-18.11%16.79%18.59%25.60%-8.68%9.82%
VTTSX
Vanguard Target Retirement 2060 Fund
-3.97%21.43%14.61%20.19%-17.48%16.45%16.33%26.18%-8.78%10.20%

Returns By Period

In the year-to-date period, FVTKX achieves a -3.48% return, which is significantly higher than VTTSX's -3.97% return.


FVTKX

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

VTTSX

1D
-0.27%
1M
-8.47%
YTD
-3.97%
6M
-1.02%
1Y
17.27%
3Y*
14.63%
5Y*
8.11%
10Y*
10.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FVTKX vs. VTTSX - Expense Ratio Comparison

FVTKX has a 0.50% expense ratio, which is higher than VTTSX's 0.08% expense ratio.


Return for Risk

FVTKX vs. VTTSX — 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

VTTSX
VTTSX Risk / Return Rank: 6969
Overall Rank
VTTSX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VTTSX Sortino Ratio Rank: 7070
Sortino Ratio Rank
VTTSX Omega Ratio Rank: 6868
Omega Ratio Rank
VTTSX Calmar Ratio Rank: 6565
Calmar Ratio Rank
VTTSX Martin Ratio Rank: 7272
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. VTTSX - Risk-Adjusted Trends Comparison

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


FVTKXVTTSXDifference

Sharpe ratio

Return per unit of total volatility

1.23

1.17

+0.05

Sortino ratio

Return per unit of downside risk

1.75

1.69

+0.06

Omega ratio

Gain probability vs. loss probability

1.26

1.25

+0.01

Calmar ratio

Return relative to maximum drawdown

1.49

1.48

+0.01

Martin ratio

Return relative to average drawdown

6.74

6.82

-0.09

FVTKX vs. VTTSX - Sharpe Ratio Comparison

The current FVTKX Sharpe Ratio is 1.23, which is comparable to the VTTSX Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of FVTKX and VTTSX, 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


FVTKXVTTSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.23

1.17

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.58

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.71

-0.06

Correlation

The correlation between FVTKX and VTTSX is 0.98, 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. VTTSX - Dividend Comparison

FVTKX's dividend yield for the trailing twelve months is around 4.01%, more than VTTSX's 2.14% yield.


TTM20252024202320222021202020192018201720162015
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%0.00%0.00%
VTTSX
Vanguard Target Retirement 2060 Fund
2.14%2.06%2.20%2.14%2.09%5.67%1.83%2.11%2.33%1.77%1.98%1.92%

Drawdowns

FVTKX vs. VTTSX - Drawdown Comparison

The maximum FVTKX drawdown since its inception was -30.94%, roughly equal to the maximum VTTSX drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for FVTKX and VTTSX.


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Drawdown Indicators


FVTKXVTTSXDifference

Max Drawdown

Largest peak-to-trough decline

-30.94%

-31.38%

+0.44%

Max Drawdown (1Y)

Largest decline over 1 year

-11.19%

-10.52%

-0.67%

Max Drawdown (5Y)

Largest decline over 5 years

-27.12%

-25.40%

-1.72%

Max Drawdown (10Y)

Largest decline over 10 years

-31.38%

Current Drawdown

Current decline from peak

-9.81%

-8.93%

-0.88%

Average Drawdown

Average peak-to-trough decline

-5.54%

-4.07%

-1.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

2.29%

+0.30%

Volatility

FVTKX vs. VTTSX - Volatility Comparison

Fidelity Freedom 2060 Fund Class K6 (FVTKX) has a higher volatility of 5.74% compared to Vanguard Target Retirement 2060 Fund (VTTSX) at 4.74%. This indicates that FVTKX's price experiences larger fluctuations and is considered to be riskier than VTTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FVTKXVTTSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.74%

4.74%

+1.00%

Volatility (6M)

Calculated over the trailing 6-month period

9.62%

8.59%

+1.03%

Volatility (1Y)

Calculated over the trailing 1-year period

16.05%

14.81%

+1.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.85%

14.07%

+0.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.88%

15.04%

+0.84%