LEEIX vs. FNSDX
LEEIX (BlackRock LifePath ESG Index 2055 Fund) and FNSDX (Fidelity Freedom 2055 Fund Class K) are both Target Retirement Date funds. Over the past 5 years, LEEIX returned 9.41%/yr vs 10.05%/yr for FNSDX. Their 0.97 correlation means they have historically moved very closely together. LEEIX charges 0.05%/yr vs 0.65%/yr for FNSDX.
Performance
LEEIX vs. FNSDX - Performance Comparison
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Returns By Period
In the year-to-date period, LEEIX achieves a 11.42% return, which is significantly lower than FNSDX's 12.04% return.
LEEIX
- 1D
- 1.97%
- 1M
- -0.21%
- 6M
- 8.06%
- YTD
- 11.42%
- 1Y
- 23.42%
- 3Y*
- 16.34%
- 5Y*
- 9.41%
- 10Y*
- —
- ALL TIME*
- 12.81%
FNSDX
- 1D
- 2.26%
- 1M
- -1.21%
- 6M
- 7.90%
- YTD
- 12.04%
- 1Y
- 24.59%
- 3Y*
- 17.94%
- 5Y*
- 10.05%
- 10Y*
- —
- ALL TIME*
- 11.43%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LEEIX vs. FNSDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LEEIX BlackRock LifePath ESG Index 2055 Fund | 11.42% | 20.77% | 13.11% | 21.13% | -18.58% | 19.91% | 13.75% |
FNSDX Fidelity Freedom 2055 Fund Class K | 12.04% | 23.81% | 14.18% | 20.65% | -18.23% | 16.65% | 15.28% |
Correlation
The correlation between LEEIX and FNSDX is 0.98 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.98 |
Correlation (3Y) Balances recent behavior with more history. | 0.97 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.98 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2020 | 0.97 |
The correlation between LEEIX and FNSDX has been stable across timeframes, ranging from 0.97 to 0.98 - a consistent structural relationship.
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Return for Risk
LEEIX vs. FNSDX — Risk / Return Rank
LEEIX
FNSDX
LEEIX vs. FNSDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2055 Fund (LEEIX) and Fidelity Freedom 2055 Fund Class K (FNSDX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LEEIX | FNSDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.29 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 2.36 | -0.10 |
| Martin ratioReturn relative to average drawdown | 9.66 | 9.83 | -0.17 |
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Drawdowns
LEEIX vs. FNSDX - Drawdown Comparison
The maximum LEEIX drawdown since its inception was -27.28%, smaller than the maximum FNSDX drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for LEEIX and FNSDX.
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Drawdown Indicators
| LEEIX | FNSDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.28% | -30.95% | +3.67% |
Max Drawdown (1Y)Largest decline over 1 year | -9.52% | -9.76% | +0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -17.46% | -15.44% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -27.28% | -27.31% | +0.03% |
Current DrawdownCurrent decline from peak | -1.32% | -2.49% | +1.17% |
Average DrawdownAverage peak-to-trough decline | -5.64% | -5.54% | -0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 2.33% | -0.11% |
Volatility
LEEIX vs. FNSDX - Volatility Comparison
The current volatility for BlackRock LifePath ESG Index 2055 Fund (LEEIX) is 3.85%, while Fidelity Freedom 2055 Fund Class K (FNSDX) has a volatility of 4.40%. This indicates that LEEIX experiences smaller price fluctuations and is considered to be less risky than FNSDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEEIX | FNSDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | 4.40% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 11.27% | 12.42% | -1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.52% | 14.46% | -0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 15.29% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.81% | 16.03% | -0.22% |
LEEIX vs. FNSDX - Expense Ratio Comparison
LEEIX has a 0.05% expense ratio, which is lower than FNSDX's 0.65% expense ratio.
Dividends
LEEIX vs. FNSDX - Dividend Comparison
LEEIX's dividend yield for the trailing twelve months is around 1.41%, less than FNSDX's 5.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FNSDX Fidelity Freedom 2055 Fund Class K | 5.05% | 3.87% | 2.13% | 2.07% | 11.45% | 11.27% | 4.26% | 6.31% | 6.79% | 2.72% |
LEEIX BlackRock LifePath ESG Index 2055 Fund | 1.41% | 1.57% | 0.00% | 2.10% | 2.04% | 2.72% | 0.90% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.98, LEEIX and FNSDX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FNSDX has higher volatility (4.40%) compared to LEEIX (3.85%). In terms of maximum drawdown, LEEIX dropped -27.28% vs FNSDX's -30.95%.
FNSDX currently has the higher Sharpe Ratio (1.59 vs 1.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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