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

Correlation

The correlation between FZTKX and VFIFX is 0.93, 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.


-0.50.00.51.0
Correlation: 0.9

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.

60.00%70.00%80.00%90.00%100.00%110.00%December2025FebruaryMarchAprilMay
103.33%
78.22%
FZTKX
VFIFX

Key characteristics

Sharpe Ratio

FZTKX:

0.76

VFIFX:

0.86

Sortino Ratio

FZTKX:

1.16

VFIFX:

1.29

Omega Ratio

FZTKX:

1.16

VFIFX:

1.19

Calmar Ratio

FZTKX:

0.82

VFIFX:

0.91

Martin Ratio

FZTKX:

3.53

VFIFX:

4.06

Ulcer Index

FZTKX:

3.57%

VFIFX:

3.26%

Daily Std Dev

FZTKX:

16.58%

VFIFX:

15.33%

Max Drawdown

FZTKX:

-30.91%

VFIFX:

-51.68%

Current Drawdown

FZTKX:

-3.11%

VFIFX:

-2.87%

Returns By Period

In the year-to-date period, FZTKX achieves a 2.86% return, which is significantly higher than VFIFX's 2.01% return.


FZTKX

YTD

2.86%

1M

1.67%

6M

2.61%

1Y

11.47%

5Y*

13.72%

10Y*

N/A

VFIFX

YTD

2.01%

1M

1.70%

6M

2.51%

1Y

12.09%

5Y*

10.40%

10Y*

7.34%

*Annualized

Compare stocks, funds, or ETFs

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FZTKX vs. VFIFX - Expense Ratio Comparison

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


Expense ratio chart for FZTKX: current value is 0.50%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FZTKX: 0.50%
Expense ratio chart for VFIFX: current value is 0.08%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VFIFX: 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 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of FZTKX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of FZTKX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of FZTKX is 7979
Calmar Ratio Rank
The Martin Ratio Rank of FZTKX is 7676
Martin Ratio Rank

VFIFX
The Risk-Adjusted Performance Rank of VFIFX is 7777
Overall Rank
The Sharpe Ratio Rank of VFIFX is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of VFIFX is 7373
Sortino Ratio Rank
The Omega Ratio Rank of VFIFX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of VFIFX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of VFIFX is 8080
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.


The chart of Sharpe ratio for FZTKX, currently valued at 0.76, compared to the broader market-2.00-1.000.001.002.003.00
FZTKX: 0.76
VFIFX: 0.86
The chart of Sortino ratio for FZTKX, currently valued at 1.16, compared to the broader market-2.000.002.004.006.008.00
FZTKX: 1.16
VFIFX: 1.29
The chart of Omega ratio for FZTKX, currently valued at 1.16, compared to the broader market0.501.001.502.002.503.00
FZTKX: 1.16
VFIFX: 1.19
The chart of Calmar ratio for FZTKX, currently valued at 0.82, compared to the broader market0.002.004.006.008.00
FZTKX: 0.82
VFIFX: 0.91
The chart of Martin ratio for FZTKX, currently valued at 3.53, compared to the broader market0.0010.0020.0030.0040.00
FZTKX: 3.53
VFIFX: 4.06

The current FZTKX Sharpe Ratio is 0.76, which is comparable to the VFIFX Sharpe Ratio of 0.86. 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 Ratio-0.500.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
0.76
0.86
FZTKX
VFIFX

Dividends

FZTKX vs. VFIFX - Dividend Comparison

FZTKX's dividend yield for the trailing twelve months is around 2.27%, more than VFIFX's 2.15% yield.


TTM20242023202220212020201920182017201620152014
FZTKX
Fidelity Freedom 2050 Fund Class K6
2.27%2.33%2.06%12.18%12.02%5.15%6.78%8.12%2.88%0.00%0.00%0.00%
VFIFX
Vanguard Target Retirement 2050 Fund
2.15%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 -30.91%, 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.


-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-3.11%
-2.87%
FZTKX
VFIFX

Volatility

FZTKX vs. VFIFX - Volatility Comparison

Fidelity Freedom 2050 Fund Class K6 (FZTKX) has a higher volatility of 11.59% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 10.80%. 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%4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
11.59%
10.80%
FZTKX
VFIFX