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LINKX vs. FISNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LINKX vs. FISNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock LifePath Index 2030 Fund (LINKX) and Fidelity Flex Freedom Blend 2010 Fund (FISNX). The values are adjusted to include any dividend payments, if applicable.

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LINKX vs. FISNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LINKX
BlackRock LifePath Index 2030 Fund
-1.64%14.19%6.31%14.58%-16.42%11.27%12.22%21.09%-5.56%7.56%
FISNX
Fidelity Flex Freedom Blend 2010 Fund
-0.58%11.53%5.63%10.21%-13.01%5.62%10.81%14.65%-3.42%5.51%

Returns By Period

In the year-to-date period, LINKX achieves a -1.64% return, which is significantly lower than FISNX's -0.58% return.


LINKX

1D
0.16%
1M
-5.02%
YTD
-1.64%
6M
0.25%
1Y
11.21%
3Y*
9.05%
5Y*
4.44%
10Y*
7.20%

FISNX

1D
0.19%
1M
-3.72%
YTD
-0.58%
6M
0.96%
1Y
8.42%
3Y*
7.31%
5Y*
3.36%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LINKX vs. FISNX - Expense Ratio Comparison

LINKX has a 0.09% expense ratio, which is higher than FISNX's 0.00% expense ratio. However, 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

LINKX vs. FISNX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LINKX
LINKX Risk / Return Rank: 7272
Overall Rank
LINKX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
LINKX Sortino Ratio Rank: 7373
Sortino Ratio Rank
LINKX Omega Ratio Rank: 7171
Omega Ratio Rank
LINKX Calmar Ratio Rank: 6767
Calmar Ratio Rank
LINKX Martin Ratio Rank: 7777
Martin Ratio Rank

FISNX
FISNX Risk / Return Rank: 8383
Overall Rank
FISNX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
FISNX Sortino Ratio Rank: 8383
Sortino Ratio Rank
FISNX Omega Ratio Rank: 8080
Omega Ratio Rank
FISNX Calmar Ratio Rank: 8585
Calmar Ratio Rank
FISNX Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LINKX vs. FISNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2030 Fund (LINKX) and Fidelity Flex Freedom Blend 2010 Fund (FISNX). 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.


LINKXFISNXDifference

Sharpe ratio

Return per unit of total volatility

1.28

1.57

-0.28

Sortino ratio

Return per unit of downside risk

1.84

2.17

-0.32

Omega ratio

Gain probability vs. loss probability

1.27

1.32

-0.04

Calmar ratio

Return relative to maximum drawdown

1.59

2.15

-0.56

Martin ratio

Return relative to average drawdown

7.50

8.53

-1.03

LINKX vs. FISNX - Sharpe Ratio Comparison

The current LINKX Sharpe Ratio is 1.28, which is comparable to the FISNX Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of LINKX and FISNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LINKXFISNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

1.57

-0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.53

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.78

-0.18

Correlation

The correlation between LINKX and FISNX is 0.91, 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

LINKX vs. FISNX - Dividend Comparison

LINKX's dividend yield for the trailing twelve months is around 3.37%, less than FISNX's 3.70% yield.


TTM20252024202320222021202020192018201720162015
LINKX
BlackRock LifePath Index 2030 Fund
3.37%3.32%0.02%2.53%2.58%2.52%1.27%3.26%2.44%2.33%2.41%3.08%
FISNX
Fidelity Flex Freedom Blend 2010 Fund
3.70%3.68%4.39%3.17%5.92%6.53%3.63%5.29%5.20%2.34%0.00%0.00%

Drawdowns

LINKX vs. FISNX - Drawdown Comparison

The maximum LINKX drawdown since its inception was -24.19%, which is greater than FISNX's maximum drawdown of -18.11%. Use the drawdown chart below to compare losses from any high point for LINKX and FISNX.


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Drawdown Indicators


LINKXFISNXDifference

Max Drawdown

Largest peak-to-trough decline

-24.19%

-18.11%

-6.08%

Max Drawdown (1Y)

Largest decline over 1 year

-6.80%

-3.92%

-2.88%

Max Drawdown (5Y)

Largest decline over 5 years

-22.68%

-18.11%

-4.57%

Max Drawdown (10Y)

Largest decline over 10 years

-24.19%

Current Drawdown

Current decline from peak

-5.16%

-3.72%

-1.44%

Average Drawdown

Average peak-to-trough decline

-3.70%

-3.52%

-0.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.44%

0.99%

+0.45%

Volatility

LINKX vs. FISNX - Volatility Comparison

BlackRock LifePath Index 2030 Fund (LINKX) has a higher volatility of 2.94% compared to Fidelity Flex Freedom Blend 2010 Fund (FISNX) at 2.36%. This indicates that LINKX's price experiences larger fluctuations and is considered to be riskier than FISNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LINKXFISNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.94%

2.36%

+0.58%

Volatility (6M)

Calculated over the trailing 6-month period

4.92%

3.48%

+1.44%

Volatility (1Y)

Calculated over the trailing 1-year period

9.01%

5.51%

+3.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.95%

6.36%

+3.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.86%

6.41%

+4.45%