JAKSX vs. FIKFX
Compare and contrast key facts about JPMorgan SmartRetirement 2060 Fund (JAKSX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX).
JAKSX is managed by JPMorgan. It was launched on Aug 30, 2016. FIKFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
JAKSX vs. FIKFX - Performance Comparison
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JAKSX vs. FIKFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAKSX JPMorgan SmartRetirement 2060 Fund | -2.09% | 17.84% | 12.40% | 22.14% | -18.38% | 17.47% | 15.22% | 24.77% | -9.72% | 20.96% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | -0.05% | 9.23% | 4.96% | 8.28% | -11.09% | 2.79% | 8.54% | 10.59% | -0.76% | 6.38% |
Returns By Period
In the year-to-date period, JAKSX achieves a -2.09% return, which is significantly lower than FIKFX's -0.05% return.
JAKSX
- 1D
- 2.76%
- 1M
- -5.55%
- YTD
- -2.09%
- 6M
- -0.33%
- 1Y
- 15.58%
- 3Y*
- 14.20%
- 5Y*
- 7.27%
- 10Y*
- —
FIKFX
- 1D
- 0.74%
- 1M
- -1.99%
- YTD
- -0.05%
- 6M
- 1.03%
- 1Y
- 6.95%
- 3Y*
- 6.20%
- 5Y*
- 2.67%
- 10Y*
- 3.93%
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JAKSX vs. FIKFX - Expense Ratio Comparison
JAKSX has a 0.26% expense ratio, which is higher than FIKFX's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
JAKSX vs. FIKFX — Risk / Return Rank
JAKSX
FIKFX
JAKSX vs. FIKFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2060 Fund (JAKSX) 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.
| JAKSX | FIKFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.63 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.30 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.32 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.20 | -0.76 |
Martin ratioReturn relative to average drawdown | 6.46 | 9.11 | -2.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JAKSX | FIKFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.63 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.53 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.96 | -0.34 |
Correlation
The correlation between JAKSX and FIKFX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JAKSX vs. FIKFX - Dividend Comparison
JAKSX's dividend yield for the trailing twelve months is around 4.36%, more than FIKFX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAKSX JPMorgan SmartRetirement 2060 Fund | 4.36% | 4.27% | 2.96% | 1.55% | 6.59% | 8.71% | 3.49% | 3.95% | 2.96% | 1.93% | 0.00% | 0.00% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.41% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
Drawdowns
JAKSX vs. FIKFX - Drawdown Comparison
The maximum JAKSX drawdown since its inception was -33.11%, which is greater than FIKFX's maximum drawdown of -15.03%. Use the drawdown chart below to compare losses from any high point for JAKSX and FIKFX.
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Drawdown Indicators
| JAKSX | FIKFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.11% | -15.03% | -18.08% |
Max Drawdown (1Y)Largest decline over 1 year | -11.13% | -3.32% | -7.81% |
Max Drawdown (5Y)Largest decline over 5 years | -25.80% | -15.03% | -10.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.03% | — |
Current DrawdownCurrent decline from peak | -6.63% | -2.37% | -4.26% |
Average DrawdownAverage peak-to-trough decline | -5.36% | -1.74% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 0.80% | +1.68% |
Volatility
JAKSX vs. FIKFX - Volatility Comparison
JPMorgan SmartRetirement 2060 Fund (JAKSX) has a higher volatility of 5.80% compared to Fidelity Freedom Index Income Fund Investor Class (FIKFX) at 2.05%. This indicates that JAKSX'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.
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Volatility by Period
| JAKSX | FIKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 2.05% | +3.75% |
Volatility (6M)Calculated over the trailing 6-month period | 9.00% | 2.85% | +6.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.79% | 4.39% | +11.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.75% | 5.07% | +9.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.92% | 4.40% | +11.52% |