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FYTKX vs. TDIFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FYTKX vs. TDIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Income Fund Class K6 (FYTKX) and Dimensional Retirement Income Fund (TDIFX). The values are adjusted to include any dividend payments, if applicable.

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FYTKX vs. TDIFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FYTKX
Fidelity Freedom Income Fund Class K6
0.49%10.61%4.60%8.42%-11.23%3.25%9.07%10.71%-1.84%3.46%
TDIFX
Dimensional Retirement Income Fund
0.21%7.22%6.21%7.76%-9.37%14.53%9.33%9.96%-1.98%1.98%

Returns By Period

In the year-to-date period, FYTKX achieves a 0.49% return, which is significantly higher than TDIFX's 0.21% return.


FYTKX

1D
0.90%
1M
-2.21%
YTD
0.49%
6M
1.73%
1Y
8.37%
3Y*
6.75%
5Y*
2.90%
10Y*

TDIFX

1D
0.59%
1M
-1.59%
YTD
0.21%
6M
0.88%
1Y
5.68%
3Y*
5.90%
5Y*
4.81%
10Y*
4.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FYTKX vs. TDIFX - Expense Ratio Comparison

FYTKX has a 0.37% expense ratio, which is higher than TDIFX's 0.06% expense ratio.


Return for Risk

FYTKX vs. TDIFX — Risk / Return Rank

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

FYTKX
FYTKX Risk / Return Rank: 8787
Overall Rank
FYTKX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
FYTKX Sortino Ratio Rank: 8888
Sortino Ratio Rank
FYTKX Omega Ratio Rank: 8585
Omega Ratio Rank
FYTKX Calmar Ratio Rank: 8787
Calmar Ratio Rank
FYTKX Martin Ratio Rank: 8888
Martin Ratio Rank

TDIFX
TDIFX Risk / Return Rank: 6565
Overall Rank
TDIFX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
TDIFX Sortino Ratio Rank: 7575
Sortino Ratio Rank
TDIFX Omega Ratio Rank: 7474
Omega Ratio Rank
TDIFX Calmar Ratio Rank: 4747
Calmar Ratio Rank
TDIFX Martin Ratio Rank: 5252
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.

FYTKX vs. TDIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Income Fund Class K6 (FYTKX) and Dimensional Retirement Income Fund (TDIFX). 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.


FYTKXTDIFXDifference

Sharpe ratio

Return per unit of total volatility

1.80

1.47

+0.33

Sortino ratio

Return per unit of downside risk

2.51

2.07

+0.44

Omega ratio

Gain probability vs. loss probability

1.36

1.31

+0.06

Calmar ratio

Return relative to maximum drawdown

2.39

1.47

+0.92

Martin ratio

Return relative to average drawdown

9.88

6.12

+3.76

FYTKX vs. TDIFX - Sharpe Ratio Comparison

The current FYTKX Sharpe Ratio is 1.80, which is comparable to the TDIFX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of FYTKX and TDIFX, 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


FYTKXTDIFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

1.47

+0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.84

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.96

Sharpe Ratio (All Time)

Calculated using the full available price history

0.86

1.00

-0.15

Correlation

The correlation between FYTKX and TDIFX is 0.86, 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

FYTKX vs. TDIFX - Dividend Comparison

FYTKX's dividend yield for the trailing twelve months is around 3.48%, more than TDIFX's 2.06% yield.


TTM2025202420232022202120202019201820172016
FYTKX
Fidelity Freedom Income Fund Class K6
3.48%3.53%3.38%3.13%6.05%6.26%4.48%3.80%5.33%2.65%0.00%
TDIFX
Dimensional Retirement Income Fund
2.06%1.77%3.11%3.09%4.66%9.39%1.39%1.98%2.11%0.98%0.89%

Drawdowns

FYTKX vs. TDIFX - Drawdown Comparison

The maximum FYTKX drawdown since its inception was -15.80%, which is greater than TDIFX's maximum drawdown of -12.21%. Use the drawdown chart below to compare losses from any high point for FYTKX and TDIFX.


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Drawdown Indicators


FYTKXTDIFXDifference

Max Drawdown

Largest peak-to-trough decline

-15.80%

-12.21%

-3.59%

Max Drawdown (1Y)

Largest decline over 1 year

-3.67%

-2.84%

-0.83%

Max Drawdown (5Y)

Largest decline over 5 years

-15.80%

-12.21%

-3.59%

Max Drawdown (10Y)

Largest decline over 10 years

-12.21%

Current Drawdown

Current decline from peak

-2.55%

-1.83%

-0.72%

Average Drawdown

Average peak-to-trough decline

-2.92%

-1.77%

-1.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.89%

0.84%

+0.05%

Volatility

FYTKX vs. TDIFX - Volatility Comparison

Fidelity Freedom Income Fund Class K6 (FYTKX) has a higher volatility of 2.43% compared to Dimensional Retirement Income Fund (TDIFX) at 1.51%. This indicates that FYTKX's price experiences larger fluctuations and is considered to be riskier than TDIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FYTKXTDIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.43%

1.51%

+0.92%

Volatility (6M)

Calculated over the trailing 6-month period

3.27%

2.32%

+0.95%

Volatility (1Y)

Calculated over the trailing 1-year period

4.85%

4.34%

+0.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.26%

5.89%

-0.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.73%

5.05%

-0.32%