JRBEX vs. FNSHX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2030 Fund (JRBEX) and Fidelity Freedom Income Fund Class K (FNSHX).
JRBEX is managed by JPMorgan. It was launched on Jul 1, 2012. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
JRBEX vs. FNSHX - Performance Comparison
Loading graphics...
JRBEX vs. FNSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JRBEX JPMorgan SmartRetirement Blend 2030 Fund | -0.72% | 15.33% | 7.14% | 18.28% | -16.36% | 11.63% | 11.91% | 20.65% | -6.86% | 6.17% |
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, JRBEX achieves a -0.72% return, which is significantly lower than FNSHX's 0.45% return.
JRBEX
- 1D
- 1.69%
- 1M
- -3.83%
- YTD
- -0.72%
- 6M
- 1.15%
- 1Y
- 13.45%
- 3Y*
- 11.22%
- 5Y*
- 5.50%
- 10Y*
- 7.83%
FNSHX
- 1D
- 0.98%
- 1M
- -2.22%
- YTD
- 0.45%
- 6M
- 1.62%
- 1Y
- 8.22%
- 3Y*
- 6.53%
- 5Y*
- 2.75%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JRBEX vs. FNSHX - Expense Ratio Comparison
JRBEX has a 0.32% expense ratio, which is lower than FNSHX's 0.42% expense ratio.
Return for Risk
JRBEX vs. FNSHX — Risk / Return Rank
JRBEX
FNSHX
JRBEX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2030 Fund (JRBEX) 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.
| JRBEX | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.76 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.46 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.35 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 2.34 | -0.48 |
Martin ratioReturn relative to average drawdown | 8.39 | 9.69 | -1.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JRBEX | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.76 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.53 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.75 | -0.05 |
Correlation
The correlation between JRBEX and FNSHX is 0.78, 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
JRBEX vs. FNSHX - Dividend Comparison
JRBEX's dividend yield for the trailing twelve months is around 3.08%, less than FNSHX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRBEX JPMorgan SmartRetirement Blend 2030 Fund | 3.08% | 3.06% | 2.86% | 2.47% | 1.94% | 5.57% | 2.51% | 3.19% | 6.01% | 1.99% | 2.09% | 2.09% |
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
JRBEX vs. FNSHX - Drawdown Comparison
The maximum JRBEX drawdown since its inception was -25.15%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for JRBEX and FNSHX.
Loading graphics...
Drawdown Indicators
| JRBEX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.15% | -15.87% | -9.28% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -3.68% | -3.77% |
Max Drawdown (5Y)Largest decline over 5 years | -22.21% | -15.87% | -6.34% |
Max Drawdown (10Y)Largest decline over 10 years | -25.15% | — | — |
Current DrawdownCurrent decline from peak | -4.53% | -2.56% | -1.97% |
Average DrawdownAverage peak-to-trough decline | -3.69% | -3.09% | -0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 0.89% | +0.76% |
Volatility
JRBEX vs. FNSHX - Volatility Comparison
JPMorgan SmartRetirement Blend 2030 Fund (JRBEX) has a higher volatility of 3.87% compared to Fidelity Freedom Income Fund Class K (FNSHX) at 2.45%. This indicates that JRBEX'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.
Loading graphics...
Volatility by Period
| JRBEX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.87% | 2.45% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 5.87% | 3.30% | +2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.22% | 4.89% | +5.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.37% | 5.27% | +5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.07% | 4.81% | +6.26% |