FXIFX vs. FDTKX
Compare and contrast key facts about Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and Fidelity Freedom 2025 Fund Class K6 (FDTKX).
FXIFX is managed by Fidelity. It was launched on Oct 2, 2009. FDTKX is managed by Fidelity. It was launched on Nov 6, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXIFX or FDTKX.
Key characteristics
| FXIFX | FDTKX | |
|---|---|---|
| YTD Return | 10.44% | 9.63% |
| 1Y Return | 17.70% | 16.97% |
| 3Y Return (Ann) | 1.91% | 1.17% |
| 5Y Return (Ann) | 6.66% | 6.40% |
| Sharpe Ratio | 2.25 | 2.14 |
| Sortino Ratio | 3.25 | 3.11 |
| Omega Ratio | 1.42 | 1.39 |
| Calmar Ratio | 1.66 | 1.42 |
| Martin Ratio | 13.94 | 13.23 |
| Ulcer Index | 1.26% | 1.27% |
| Daily Std Dev | 7.80% | 7.83% |
| Max Drawdown | -23.90% | -23.54% |
| Current Drawdown | -1.65% | -2.14% |
Correlation
The correlation between FXIFX and FDTKX 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.
Performance
FXIFX vs. FDTKX - Performance Comparison
In the year-to-date period, FXIFX achieves a 10.44% return, which is significantly higher than FDTKX's 9.63% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
FXIFX vs. FDTKX - Dividend Comparison
FXIFX's dividend yield for the trailing twelve months is around 2.09%, less than FDTKX's 2.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | 2.09% | 2.26% | 2.22% | 1.53% | 1.41% | 1.92% | 2.19% | 1.76% | 1.90% | 2.02% | 4.87% | 0.26% |
FDTKX Fidelity Freedom 2025 Fund Class K6 | 2.33% | 2.37% | 3.14% | 2.63% | 1.31% | 1.97% | 2.27% | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FXIFX vs. FDTKX - Drawdown Comparison
The maximum FXIFX drawdown since its inception was -23.90%, roughly equal to the maximum FDTKX drawdown of -23.54%. Use the drawdown chart below to compare losses from any high point for FXIFX and FDTKX. For additional features, visit the drawdowns tool.
Volatility
FXIFX vs. FDTKX - Volatility Comparison
Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and Fidelity Freedom 2025 Fund Class K6 (FDTKX) have volatilities of 2.09% and 2.17%, 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.