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FWLSX vs. FRAMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FWLSX vs. FRAMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Flex Freedom Blend 2060 Fund (FWLSX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). The values are adjusted to include any dividend payments, if applicable.

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FWLSX vs. FRAMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FWLSX
Fidelity Flex Freedom Blend 2060 Fund
-3.44%22.76%17.95%21.00%-18.55%16.88%18.48%25.96%-8.33%10.11%
FRAMX
Fidelity Advisor Managed Retirement Income Fund Class A
-0.57%9.55%4.04%7.80%-11.87%2.52%8.30%10.28%-2.05%3.47%

Returns By Period

In the year-to-date period, FWLSX achieves a -3.44% return, which is significantly lower than FRAMX's -0.57% return.


FWLSX

1D
-0.27%
1M
-8.98%
YTD
-3.44%
6M
-0.10%
1Y
18.54%
3Y*
16.37%
5Y*
8.88%
10Y*

FRAMX

1D
0.26%
1M
-3.20%
YTD
-0.57%
6M
0.62%
1Y
6.78%
3Y*
5.66%
5Y*
2.13%
10Y*
3.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FWLSX vs. FRAMX - Expense Ratio Comparison

FWLSX has a 0.00% expense ratio, which is lower than FRAMX's 0.70% expense ratio.


Return for Risk

FWLSX vs. FRAMX — Risk / Return Rank

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

FWLSX
FWLSX Risk / Return Rank: 6666
Overall Rank
FWLSX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
FWLSX Sortino Ratio Rank: 6767
Sortino Ratio Rank
FWLSX Omega Ratio Rank: 6767
Omega Ratio Rank
FWLSX Calmar Ratio Rank: 6060
Calmar Ratio Rank
FWLSX Martin Ratio Rank: 6868
Martin Ratio Rank

FRAMX
FRAMX Risk / Return Rank: 8080
Overall Rank
FRAMX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
FRAMX Sortino Ratio Rank: 8181
Sortino Ratio Rank
FRAMX Omega Ratio Rank: 7777
Omega Ratio Rank
FRAMX Calmar Ratio Rank: 8282
Calmar Ratio Rank
FRAMX Martin Ratio Rank: 8181
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.

FWLSX vs. FRAMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend 2060 Fund (FWLSX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.


FWLSXFRAMXDifference

Sharpe ratio

Return per unit of total volatility

1.17

1.50

-0.33

Sortino ratio

Return per unit of downside risk

1.68

2.09

-0.40

Omega ratio

Gain probability vs. loss probability

1.25

1.30

-0.05

Calmar ratio

Return relative to maximum drawdown

1.40

2.00

-0.60

Martin ratio

Return relative to average drawdown

6.48

8.06

-1.58

FWLSX vs. FRAMX - Sharpe Ratio Comparison

The current FWLSX Sharpe Ratio is 1.17, which is comparable to the FRAMX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of FWLSX and FRAMX, 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


FWLSXFRAMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.17

1.50

-0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.41

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.49

+0.17

Correlation

The correlation between FWLSX and FRAMX is 0.75, 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

FWLSX vs. FRAMX - Dividend Comparison

FWLSX's dividend yield for the trailing twelve months is around 3.25%, more than FRAMX's 2.91% yield.


TTM20252024202320222021202020192018201720162015
FWLSX
Fidelity Flex Freedom Blend 2060 Fund
3.25%3.14%7.07%2.36%5.59%9.05%5.80%7.02%8.16%3.09%0.00%0.00%
FRAMX
Fidelity Advisor Managed Retirement Income Fund Class A
2.91%2.77%2.77%2.58%4.26%3.31%2.23%2.37%4.40%8.26%1.42%1.42%

Drawdowns

FWLSX vs. FRAMX - Drawdown Comparison

The maximum FWLSX drawdown since its inception was -31.32%, smaller than the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for FWLSX and FRAMX.


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Drawdown Indicators


FWLSXFRAMXDifference

Max Drawdown

Largest peak-to-trough decline

-31.32%

-33.94%

+2.62%

Max Drawdown (1Y)

Largest decline over 1 year

-11.29%

-3.45%

-7.84%

Max Drawdown (5Y)

Largest decline over 5 years

-27.40%

-16.31%

-11.09%

Max Drawdown (10Y)

Largest decline over 10 years

-16.31%

Current Drawdown

Current decline from peak

-9.49%

-3.20%

-6.29%

Average Drawdown

Average peak-to-trough decline

-5.51%

-3.87%

-1.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

0.86%

+1.69%

Volatility

FWLSX vs. FRAMX - Volatility Comparison

Fidelity Flex Freedom Blend 2060 Fund (FWLSX) has a higher volatility of 5.55% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 1.96%. This indicates that FWLSX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FWLSXFRAMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.55%

1.96%

+3.59%

Volatility (6M)

Calculated over the trailing 6-month period

9.42%

2.86%

+6.56%

Volatility (1Y)

Calculated over the trailing 1-year period

15.97%

4.59%

+11.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.94%

5.21%

+9.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.06%

4.47%

+11.59%