IRTR vs. FIKFX

In the year-to-date period, IRTR achieves a 2.07% return, which is significantly higher than FIKFX's 1.82% return.

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IRTR has a 0.08% expense ratio, which is lower than FIKFX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Retirement ETF (IRTR) and Fidelity Freedom Index Income Fund Investor Class (FIKFX). 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 IRTR Sharpe Ratio is 0.95, which is comparable to the FIKFX Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of IRTR and FIKFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IRTR's dividend yield for the trailing twelve months is around 3.15%, more than FIKFX's 2.87% yield.

The maximum IRTR drawdown since its inception was -6.29%, smaller than the maximum FIKFX drawdown of -15.37%. Use the drawdown chart below to compare losses from any high point for IRTR and FIKFX. For additional features, visit the drawdowns tool.

Ishares Lifepath Retirement ETF (IRTR) has a higher volatility of 3.14% compared to Fidelity Freedom Index Income Fund Investor Class (FIKFX) at 1.62%. This indicates that IRTR's price experiences larger fluctuations and is considered to be riskier than FIKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.