LFTHX vs. FFGZX
Compare and contrast key facts about MFS Lifetime 2065 Fund (LFTHX) and Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX).
LFTHX is managed by MFS. It was launched on Sep 2, 2021. FFGZX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
LFTHX vs. FFGZX - Performance Comparison
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LFTHX vs. FFGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LFTHX MFS Lifetime 2065 Fund | -2.64% | 16.16% | 13.28% | 17.00% | -16.00% | 1.95% |
FFGZX Fidelity Freedom Index Income Fund Institutional Premium Class | -0.78% | 9.13% | 5.02% | 8.32% | -11.07% | -0.04% |
Returns By Period
In the year-to-date period, LFTHX achieves a -2.64% return, which is significantly lower than FFGZX's -0.78% return.
LFTHX
- 1D
- -0.28%
- 1M
- -8.00%
- YTD
- -2.64%
- 6M
- -0.97%
- 1Y
- 13.21%
- 3Y*
- 12.63%
- 5Y*
- —
- 10Y*
- —
FFGZX
- 1D
- 0.25%
- 1M
- -3.09%
- YTD
- -0.78%
- 6M
- 0.46%
- 1Y
- 6.37%
- 3Y*
- 5.94%
- 5Y*
- 2.62%
- 10Y*
- 3.87%
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LFTHX vs. FFGZX - Expense Ratio Comparison
LFTHX has a 0.00% expense ratio, which is lower than FFGZX's 0.08% 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%.
Return for Risk
LFTHX vs. FFGZX — Risk / Return Rank
LFTHX
FFGZX
LFTHX vs. FFGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2065 Fund (LFTHX) and Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX). 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.
| LFTHX | FFGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.51 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.12 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.99 | -0.92 |
Martin ratioReturn relative to average drawdown | 5.02 | 8.42 | -3.40 |
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
| LFTHX | FFGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.51 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.52 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.84 | -0.45 |
Correlation
The correlation between LFTHX and FFGZX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LFTHX vs. FFGZX - Dividend Comparison
LFTHX's dividend yield for the trailing twelve months is around 5.21%, more than FFGZX's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LFTHX MFS Lifetime 2065 Fund | 5.21% | 5.08% | 3.63% | 2.18% | 4.02% | 4.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FFGZX Fidelity Freedom Index Income Fund Institutional Premium Class | 3.46% | 3.30% | 3.18% | 2.88% | 3.11% | 2.10% | 2.22% | 7.35% | 3.00% | 1.95% | 1.56% | 1.06% |
Drawdowns
LFTHX vs. FFGZX - Drawdown Comparison
The maximum LFTHX drawdown since its inception was -23.48%, which is greater than FFGZX's maximum drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for LFTHX and FFGZX.
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Drawdown Indicators
| LFTHX | FFGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.48% | -14.94% | -8.54% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -3.33% | -7.75% |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.94% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.94% | — |
Current DrawdownCurrent decline from peak | -8.32% | -3.09% | -5.23% |
Average DrawdownAverage peak-to-trough decline | -5.99% | -2.29% | -3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 0.79% | +1.57% |
Volatility
LFTHX vs. FFGZX - Volatility Comparison
MFS Lifetime 2065 Fund (LFTHX) has a higher volatility of 4.06% compared to Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX) at 1.85%. This indicates that LFTHX's price experiences larger fluctuations and is considered to be riskier than FFGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LFTHX | FFGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 1.85% | +2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 7.92% | 2.78% | +5.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.19% | 4.35% | +9.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.33% | 5.03% | +9.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.33% | 4.39% | +9.94% |