LEKIX vs. FBIFX

In the year-to-date period, LEKIX achieves a 4.25% return, which is significantly lower than FBIFX's 5.21% return.

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LEKIX has a 0.06% expense ratio, which is lower than FBIFX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2040 Fund (LEKIX) and Fidelity Freedom Index 2040 Fund Investor Class (FBIFX). 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.

The current LEKIX Sharpe Ratio is 0.62, which is comparable to the FBIFX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of LEKIX and FBIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LEKIX's dividend yield for the trailing twelve months is around 4.69%, more than FBIFX's 2.28% yield.

The maximum LEKIX drawdown since its inception was -25.99%, smaller than the maximum FBIFX drawdown of -30.73%. Use the drawdown chart below to compare losses from any high point for LEKIX and FBIFX.

BlackRock LifePath ESG Index 2040 Fund (LEKIX) and Fidelity Freedom Index 2040 Fund Investor Class (FBIFX) have volatilities of 3.05% and 3.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.