JFFSX vs. FDEEX
Compare and contrast key facts about JPMorgan SmartRetirement 2055 Fund (JFFSX) and Fidelity Freedom 2055 Fund (FDEEX).
JFFSX is managed by JPMorgan. It was launched on Jan 30, 2012. FDEEX is managed by Fidelity. It was launched on Jun 1, 2011.
Performance
JFFSX vs. FDEEX - Performance Comparison
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JFFSX vs. FDEEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | -2.09% | 17.86% | 12.29% | 22.28% | -18.52% | 17.50% | 15.35% | 32.68% | -9.82% | 21.84% |
FDEEX Fidelity Freedom 2055 Fund | -0.48% | 23.74% | 14.02% | 20.55% | -19.19% | 16.57% | 18.26% | 25.35% | -8.92% | 22.32% |
Returns By Period
In the year-to-date period, JFFSX achieves a -2.09% return, which is significantly lower than FDEEX's -0.48% return. Over the past 10 years, JFFSX has underperformed FDEEX with an annualized return of 10.57%, while FDEEX has yielded a comparatively higher 11.10% annualized return.
JFFSX
- 1D
- 2.77%
- 1M
- -5.56%
- YTD
- -2.09%
- 6M
- -0.32%
- 1Y
- 15.61%
- 3Y*
- 14.20%
- 5Y*
- 7.25%
- 10Y*
- 10.57%
FDEEX
- 1D
- 3.14%
- 1M
- -5.78%
- YTD
- -0.48%
- 6M
- 2.99%
- 1Y
- 22.53%
- 3Y*
- 16.48%
- 5Y*
- 8.29%
- 10Y*
- 11.10%
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JFFSX vs. FDEEX - Expense Ratio Comparison
JFFSX has a 0.25% expense ratio, which is lower than FDEEX's 0.75% expense ratio.
Return for Risk
JFFSX vs. FDEEX — Risk / Return Rank
JFFSX
FDEEX
JFFSX vs. FDEEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2055 Fund (JFFSX) and Fidelity Freedom 2055 Fund (FDEEX). 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.
| JFFSX | FDEEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.43 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.03 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.05 | -0.61 |
Martin ratioReturn relative to average drawdown | 6.47 | 9.03 | -2.56 |
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
| JFFSX | FDEEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.43 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.56 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.73 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.63 | +0.05 |
Correlation
The correlation between JFFSX and FDEEX is 0.98, 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
JFFSX vs. FDEEX - Dividend Comparison
JFFSX's dividend yield for the trailing twelve months is around 4.82%, more than FDEEX's 3.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | 4.82% | 4.72% | 2.29% | 1.57% | 9.97% | 12.22% | 3.88% | 13.57% | 4.21% | 3.43% | 2.77% | 2.63% |
FDEEX Fidelity Freedom 2055 Fund | 3.89% | 3.87% | 1.73% | 1.91% | 10.33% | 11.20% | 4.20% | 6.23% | 6.68% | 3.59% | 3.52% | 4.99% |
Drawdowns
JFFSX vs. FDEEX - Drawdown Comparison
The maximum JFFSX drawdown since its inception was -33.20%, which is greater than FDEEX's maximum drawdown of -31.00%. Use the drawdown chart below to compare losses from any high point for JFFSX and FDEEX.
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Drawdown Indicators
| JFFSX | FDEEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.20% | -31.00% | -2.20% |
Max Drawdown (1Y)Largest decline over 1 year | -11.11% | -11.17% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -25.78% | -27.34% | +1.56% |
Max Drawdown (10Y)Largest decline over 10 years | -33.20% | -31.00% | -2.20% |
Current DrawdownCurrent decline from peak | -6.62% | -6.95% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -4.88% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 2.54% | -0.07% |
Volatility
JFFSX vs. FDEEX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement 2055 Fund (JFFSX) is 5.78%, while Fidelity Freedom 2055 Fund (FDEEX) has a volatility of 6.69%. This indicates that JFFSX experiences smaller price fluctuations and is considered to be less risky than FDEEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JFFSX | FDEEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 6.69% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 8.97% | 10.02% | -1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 16.22% | -0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 14.90% | -0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.79% | 15.31% | +0.48% |