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FXIFX vs. FDTKX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FXIFX and FDTKX is 0.88, 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.


Performance

FXIFX vs. FDTKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and Fidelity Freedom 2025 Fund Class K6 (FDTKX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FXIFX:

0.84

FDTKX:

0.51

Sortino Ratio

FXIFX:

1.24

FDTKX:

0.74

Omega Ratio

FXIFX:

1.17

FDTKX:

1.10

Calmar Ratio

FXIFX:

0.93

FDTKX:

0.37

Martin Ratio

FXIFX:

4.05

FDTKX:

2.05

Ulcer Index

FXIFX:

2.17%

FDTKX:

2.47%

Daily Std Dev

FXIFX:

10.53%

FDTKX:

10.58%

Max Drawdown

FXIFX:

-23.90%

FDTKX:

-30.38%

Current Drawdown

FXIFX:

-0.14%

FDTKX:

-6.42%

Returns By Period

In the year-to-date period, FXIFX achieves a 4.34% return, which is significantly higher than FDTKX's 3.00% return.


FXIFX

YTD

4.34%

1M

6.39%

6M

3.40%

1Y

8.77%

3Y*

8.55%

5Y*

8.18%

10Y*

6.80%

FDTKX

YTD

3.00%

1M

4.31%

6M

1.27%

1Y

5.30%

3Y*

6.47%

5Y*

3.77%

10Y*

N/A

*Annualized

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FXIFX vs. FDTKX - Expense Ratio Comparison

FXIFX has a 0.12% expense ratio, which is lower than FDTKX's 0.44% expense ratio.


Risk-Adjusted Performance

FXIFX vs. FDTKX — Risk-Adjusted Performance Rank

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

FXIFX
The Risk-Adjusted Performance Rank of FXIFX is 7878
Overall Rank
The Sharpe Ratio Rank of FXIFX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of FXIFX is 7575
Sortino Ratio Rank
The Omega Ratio Rank of FXIFX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of FXIFX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of FXIFX is 8282
Martin Ratio Rank

FDTKX
The Risk-Adjusted Performance Rank of FDTKX is 4949
Overall Rank
The Sharpe Ratio Rank of FDTKX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of FDTKX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of FDTKX is 4444
Omega Ratio Rank
The Calmar Ratio Rank of FDTKX is 4747
Calmar Ratio Rank
The Martin Ratio Rank of FDTKX is 5656
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.

FXIFX vs. FDTKX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and Fidelity Freedom 2025 Fund Class K6 (FDTKX). 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.


The current FXIFX Sharpe Ratio is 0.84, which is higher than the FDTKX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of FXIFX and FDTKX, 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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Dividends

FXIFX vs. FDTKX - Dividend Comparison

FXIFX's dividend yield for the trailing twelve months is around 2.90%, more than FDTKX's 2.68% yield.


TTM20242023202220212020201920182017201620152014
FXIFX
Fidelity Freedom Index 2030 Fund Investor Class
2.90%2.67%2.26%2.69%2.13%2.40%16.73%2.26%1.84%1.94%2.02%4.87%
FDTKX
Fidelity Freedom 2025 Fund Class K6
2.68%2.75%2.37%3.14%2.63%1.31%1.97%2.27%1.29%0.00%0.00%0.00%

Drawdowns

FXIFX vs. FDTKX - Drawdown Comparison

The maximum FXIFX drawdown since its inception was -23.90%, smaller than the maximum FDTKX drawdown of -30.38%. Use the drawdown chart below to compare losses from any high point for FXIFX and FDTKX. For additional features, visit the drawdowns tool.


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Volatility

FXIFX vs. FDTKX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) is 2.20%, while Fidelity Freedom 2025 Fund Class K6 (FDTKX) has a volatility of 3.49%. This indicates that FXIFX experiences smaller price fluctuations and is considered to be less risky than FDTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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