JBSSX vs. FNSHX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) and Fidelity Freedom Income Fund Class K (FNSHX).
JBSSX is managed by JPMorgan. It was launched on Jul 1, 2012. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
JBSSX vs. FNSHX - Performance Comparison
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JBSSX vs. FNSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JBSSX JPMorgan SmartRetirement Blend 2025 Fund | -0.52% | 13.25% | 5.46% | 16.55% | -15.45% | 8.82% | 11.06% | 18.45% | -6.00% | 5.44% |
FNSHX Fidelity Freedom Income Fund Class K | 0.45% | 10.35% | 4.40% | 8.26% | -11.31% | 3.16% | 9.01% | 10.74% | -1.86% | 0.09% |
Returns By Period
In the year-to-date period, JBSSX achieves a -0.52% return, which is significantly lower than FNSHX's 0.45% return.
JBSSX
- 1D
- 1.37%
- 1M
- -3.24%
- YTD
- -0.52%
- 6M
- 1.10%
- 1Y
- 11.22%
- 3Y*
- 9.68%
- 5Y*
- 4.43%
- 10Y*
- 6.72%
FNSHX
- 1D
- 0.98%
- 1M
- -2.22%
- YTD
- 0.45%
- 6M
- 1.62%
- 1Y
- 8.22%
- 3Y*
- 6.53%
- 5Y*
- 2.75%
- 10Y*
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JBSSX vs. FNSHX - Expense Ratio Comparison
JBSSX has a 0.30% expense ratio, which is lower than FNSHX's 0.42% expense ratio.
Return for Risk
JBSSX vs. FNSHX — Risk / Return Rank
JBSSX
FNSHX
JBSSX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) and Fidelity Freedom Income Fund Class K (FNSHX). 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.
| JBSSX | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.76 | -0.34 |
Sortino ratioReturn per unit of downside risk | 2.04 | 2.46 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 2.34 | -0.43 |
Martin ratioReturn relative to average drawdown | 8.48 | 9.69 | -1.21 |
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
| JBSSX | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.76 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.53 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.75 | -0.03 |
Correlation
The correlation between JBSSX and FNSHX is 0.82, 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
JBSSX vs. FNSHX - Dividend Comparison
JBSSX's dividend yield for the trailing twelve months is around 3.55%, more than FNSHX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JBSSX JPMorgan SmartRetirement Blend 2025 Fund | 3.55% | 3.53% | 3.27% | 2.75% | 2.05% | 5.11% | 3.42% | 3.15% | 5.49% | 2.04% | 2.15% | 2.13% |
FNSHX Fidelity Freedom Income Fund Class K | 3.26% | 3.21% | 3.19% | 2.98% | 5.94% | 6.17% | 4.43% | 3.74% | 5.22% | 0.00% | 0.00% | 0.00% |
Drawdowns
JBSSX vs. FNSHX - Drawdown Comparison
The maximum JBSSX drawdown since its inception was -21.91%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for JBSSX and FNSHX.
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Drawdown Indicators
| JBSSX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.91% | -15.87% | -6.04% |
Max Drawdown (1Y)Largest decline over 1 year | -6.06% | -3.68% | -2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -20.71% | -15.87% | -4.84% |
Max Drawdown (10Y)Largest decline over 10 years | -21.91% | — | — |
Current DrawdownCurrent decline from peak | -3.76% | -2.56% | -1.20% |
Average DrawdownAverage peak-to-trough decline | -3.42% | -3.09% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.37% | 0.89% | +0.48% |
Volatility
JBSSX vs. FNSHX - Volatility Comparison
JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) has a higher volatility of 3.23% compared to Fidelity Freedom Income Fund Class K (FNSHX) at 2.45%. This indicates that JBSSX's price experiences larger fluctuations and is considered to be riskier than FNSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JBSSX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 2.45% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 4.73% | 3.30% | +1.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.12% | 4.89% | +3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.70% | 5.27% | +3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.20% | 4.81% | +4.39% |