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FZTKX vs. VFIFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FZTKX and VFIFX is 0.97, 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.


-0.50.00.51.01.0

Performance

FZTKX vs. VFIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2050 Fund Class K6 (FZTKX) and Vanguard Target Retirement 2050 Fund (VFIFX). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%8.00%SeptemberOctoberNovemberDecember2025February
6.00%
6.90%
FZTKX
VFIFX

Key characteristics

Sharpe Ratio

FZTKX:

1.41

VFIFX:

1.60

Sortino Ratio

FZTKX:

1.98

VFIFX:

2.21

Omega Ratio

FZTKX:

1.25

VFIFX:

1.29

Calmar Ratio

FZTKX:

1.22

VFIFX:

1.75

Martin Ratio

FZTKX:

7.56

VFIFX:

9.15

Ulcer Index

FZTKX:

2.18%

VFIFX:

1.88%

Daily Std Dev

FZTKX:

11.70%

VFIFX:

10.73%

Max Drawdown

FZTKX:

-35.36%

VFIFX:

-51.68%

Current Drawdown

FZTKX:

-0.55%

VFIFX:

-0.27%

Returns By Period

In the year-to-date period, FZTKX achieves a 5.58% return, which is significantly higher than VFIFX's 4.74% return.


FZTKX

YTD

5.58%

1M

2.13%

6M

6.01%

1Y

16.95%

5Y*

5.28%

10Y*

N/A

VFIFX

YTD

4.74%

1M

2.01%

6M

6.90%

1Y

17.39%

5Y*

7.41%

10Y*

7.67%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FZTKX vs. VFIFX - Expense Ratio Comparison

FZTKX has a 0.50% expense ratio, which is higher than VFIFX's 0.08% expense ratio.


FZTKX
Fidelity Freedom 2050 Fund Class K6
Expense ratio chart for FZTKX: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%
Expense ratio chart for VFIFX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Risk-Adjusted Performance

FZTKX vs. VFIFX — Risk-Adjusted Performance Rank

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

FZTKX
The Risk-Adjusted Performance Rank of FZTKX is 7272
Overall Rank
The Sharpe Ratio Rank of FZTKX is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of FZTKX is 7272
Sortino Ratio Rank
The Omega Ratio Rank of FZTKX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of FZTKX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of FZTKX is 7878
Martin Ratio Rank

VFIFX
The Risk-Adjusted Performance Rank of VFIFX is 8080
Overall Rank
The Sharpe Ratio Rank of VFIFX is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of VFIFX is 7878
Sortino Ratio Rank
The Omega Ratio Rank of VFIFX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of VFIFX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of VFIFX is 8585
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.

FZTKX vs. VFIFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2050 Fund Class K6 (FZTKX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.


Sharpe ratio
The chart of Sharpe ratio for FZTKX, currently valued at 1.41, compared to the broader market-1.000.001.002.003.004.001.411.60
The chart of Sortino ratio for FZTKX, currently valued at 1.98, compared to the broader market0.002.004.006.008.0010.0012.001.982.21
The chart of Omega ratio for FZTKX, currently valued at 1.25, compared to the broader market1.002.003.004.001.251.29
The chart of Calmar ratio for FZTKX, currently valued at 1.22, compared to the broader market0.005.0010.0015.0020.001.221.75
The chart of Martin ratio for FZTKX, currently valued at 7.56, compared to the broader market0.0020.0040.0060.0080.007.569.15
FZTKX
VFIFX

The current FZTKX Sharpe Ratio is 1.41, which is comparable to the VFIFX Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of FZTKX and VFIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.41
1.60
FZTKX
VFIFX

Dividends

FZTKX vs. VFIFX - Dividend Comparison

FZTKX's dividend yield for the trailing twelve months is around 1.59%, less than VFIFX's 2.09% yield.


TTM20242023202220212020201920182017201620152014
FZTKX
Fidelity Freedom 2050 Fund Class K6
1.59%1.68%1.55%2.33%2.50%1.24%1.71%2.06%1.29%0.00%0.00%0.00%
VFIFX
Vanguard Target Retirement 2050 Fund
2.09%2.19%2.21%2.13%2.19%1.63%2.20%2.43%1.89%1.93%2.05%2.01%

Drawdowns

FZTKX vs. VFIFX - Drawdown Comparison

The maximum FZTKX drawdown since its inception was -35.36%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for FZTKX and VFIFX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.55%
-0.27%
FZTKX
VFIFX

Volatility

FZTKX vs. VFIFX - Volatility Comparison

Fidelity Freedom 2050 Fund Class K6 (FZTKX) has a higher volatility of 3.01% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 2.53%. This indicates that FZTKX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%SeptemberOctoberNovemberDecember2025February
3.01%
2.53%
FZTKX
VFIFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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