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LPJIX vs. FYTKX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LPJIX vs. FYTKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock LifePath Dynamic 2035 Fund (LPJIX) and Fidelity Freedom Income Fund Class K6 (FYTKX). The values are adjusted to include any dividend payments, if applicable.

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LPJIX vs. FYTKX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LPJIX
BlackRock LifePath Dynamic 2035 Fund
-2.32%15.27%4.57%17.50%-16.57%12.73%13.52%23.67%-6.36%9.09%
FYTKX
Fidelity Freedom Income Fund Class K6
-0.40%10.61%4.60%8.42%-11.23%3.25%9.07%10.71%-1.84%3.46%

Returns By Period

In the year-to-date period, LPJIX achieves a -2.32% return, which is significantly lower than FYTKX's -0.40% return.


LPJIX

1D
0.00%
1M
-6.39%
YTD
-2.32%
6M
-0.58%
1Y
12.67%
3Y*
9.15%
5Y*
4.67%
10Y*
8.05%

FYTKX

1D
0.27%
1M
-3.41%
YTD
-0.40%
6M
1.01%
1Y
7.71%
3Y*
6.43%
5Y*
2.82%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LPJIX vs. FYTKX - Expense Ratio Comparison

LPJIX has a 0.48% expense ratio, which is higher than FYTKX's 0.37% expense ratio.


Return for Risk

LPJIX vs. FYTKX — Risk / Return Rank

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

LPJIX
LPJIX Risk / Return Rank: 6060
Overall Rank
LPJIX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
LPJIX Sortino Ratio Rank: 5858
Sortino Ratio Rank
LPJIX Omega Ratio Rank: 5858
Omega Ratio Rank
LPJIX Calmar Ratio Rank: 5858
Calmar Ratio Rank
LPJIX Martin Ratio Rank: 6969
Martin Ratio Rank

FYTKX
FYTKX Risk / Return Rank: 8484
Overall Rank
FYTKX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FYTKX Sortino Ratio Rank: 8585
Sortino Ratio Rank
FYTKX Omega Ratio Rank: 8282
Omega Ratio Rank
FYTKX Calmar Ratio Rank: 8585
Calmar Ratio Rank
FYTKX Martin Ratio Rank: 8686
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.

LPJIX vs. FYTKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2035 Fund (LPJIX) and Fidelity Freedom Income Fund Class K6 (FYTKX). 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.


LPJIXFYTKXDifference

Sharpe ratio

Return per unit of total volatility

1.06

1.63

-0.57

Sortino ratio

Return per unit of downside risk

1.54

2.24

-0.70

Omega ratio

Gain probability vs. loss probability

1.23

1.33

-0.10

Calmar ratio

Return relative to maximum drawdown

1.37

2.13

-0.76

Martin ratio

Return relative to average drawdown

6.49

8.94

-2.45

LPJIX vs. FYTKX - Sharpe Ratio Comparison

The current LPJIX Sharpe Ratio is 1.06, which is lower than the FYTKX Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of LPJIX and FYTKX, 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


LPJIXFYTKXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

1.63

-0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

0.54

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.84

-0.21

Correlation

The correlation between LPJIX and FYTKX is 0.72, 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

LPJIX vs. FYTKX - Dividend Comparison

LPJIX's dividend yield for the trailing twelve months is around 4.07%, more than FYTKX's 3.51% yield.


TTM20252024202320222021202020192018201720162015
LPJIX
BlackRock LifePath Dynamic 2035 Fund
4.07%3.98%0.77%3.17%2.12%11.29%1.89%5.20%11.21%8.99%1.89%4.52%
FYTKX
Fidelity Freedom Income Fund Class K6
3.51%3.53%3.38%3.13%6.05%6.26%4.48%3.80%5.33%2.65%0.00%0.00%

Drawdowns

LPJIX vs. FYTKX - Drawdown Comparison

The maximum LPJIX drawdown since its inception was -29.86%, which is greater than FYTKX's maximum drawdown of -15.80%. Use the drawdown chart below to compare losses from any high point for LPJIX and FYTKX.


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Drawdown Indicators


LPJIXFYTKXDifference

Max Drawdown

Largest peak-to-trough decline

-29.86%

-15.80%

-14.06%

Max Drawdown (1Y)

Largest decline over 1 year

-8.49%

-3.67%

-4.82%

Max Drawdown (5Y)

Largest decline over 5 years

-23.71%

-15.80%

-7.91%

Max Drawdown (10Y)

Largest decline over 10 years

-29.86%

Current Drawdown

Current decline from peak

-6.64%

-3.41%

-3.23%

Average Drawdown

Average peak-to-trough decline

-3.96%

-2.92%

-1.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.79%

0.87%

+0.92%

Volatility

LPJIX vs. FYTKX - Volatility Comparison

BlackRock LifePath Dynamic 2035 Fund (LPJIX) has a higher volatility of 4.14% compared to Fidelity Freedom Income Fund Class K6 (FYTKX) at 2.20%. This indicates that LPJIX's price experiences larger fluctuations and is considered to be riskier than FYTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LPJIXFYTKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.14%

2.20%

+1.94%

Volatility (6M)

Calculated over the trailing 6-month period

7.04%

3.15%

+3.89%

Volatility (1Y)

Calculated over the trailing 1-year period

12.22%

4.78%

+7.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.69%

5.24%

+7.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.89%

4.72%

+8.17%