LTTIX vs. FNSHX
Compare and contrast key facts about MFS Lifetime 2025 Fund (LTTIX) and Fidelity Freedom Income Fund Class K (FNSHX).
LTTIX is managed by MFS. It was launched on Nov 1, 2012. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
LTTIX vs. FNSHX - Performance Comparison
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LTTIX vs. FNSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTTIX MFS Lifetime 2025 Fund | -0.00% | 9.29% | 6.73% | 10.36% | -12.36% | 8.61% | 10.61% | 17.82% | -3.97% | 4.58% |
FNSHX Fidelity Freedom Income Fund Class K | 0.45% | 10.35% | 4.40% | 8.26% | -11.31% | 3.16% | 9.01% | 10.74% | -1.86% | 0.09% |
Returns By Period
LTTIX
- 1D
- 0.85%
- 1M
- -2.39%
- YTD
- 0.00%
- 6M
- 1.03%
- 1Y
- 7.47%
- 3Y*
- 7.50%
- 5Y*
- 3.79%
- 10Y*
- 6.22%
FNSHX
- 1D
- 0.98%
- 1M
- -2.22%
- YTD
- 0.45%
- 6M
- 1.62%
- 1Y
- 8.22%
- 3Y*
- 6.53%
- 5Y*
- 2.75%
- 10Y*
- —
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LTTIX vs. FNSHX - Expense Ratio Comparison
LTTIX has a 0.00% expense ratio, which is lower than FNSHX's 0.42% expense ratio.
Return for Risk
LTTIX vs. FNSHX — Risk / Return Rank
LTTIX
FNSHX
LTTIX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2025 Fund (LTTIX) and Fidelity Freedom Income Fund Class K (FNSHX). 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.
| LTTIX | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.76 | -0.27 |
Sortino ratioReturn per unit of downside risk | 2.09 | 2.46 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 2.34 | -0.38 |
Martin ratioReturn relative to average drawdown | 7.97 | 9.69 | -1.72 |
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
| LTTIX | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.76 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.53 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.75 | +0.08 |
Correlation
The correlation between LTTIX and FNSHX is 0.84, 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
LTTIX vs. FNSHX - Dividend Comparison
LTTIX's dividend yield for the trailing twelve months is around 8.13%, more than FNSHX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTTIX MFS Lifetime 2025 Fund | 8.13% | 8.13% | 7.07% | 3.30% | 5.88% | 7.35% | 2.83% | 3.68% | 4.32% | 3.51% | 4.03% | 1.82% |
FNSHX Fidelity Freedom Income Fund Class K | 3.26% | 3.21% | 3.19% | 2.98% | 5.94% | 6.17% | 4.43% | 3.74% | 5.22% | 0.00% | 0.00% | 0.00% |
Drawdowns
LTTIX vs. FNSHX - Drawdown Comparison
The maximum LTTIX drawdown since its inception was -19.33%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for LTTIX and FNSHX.
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Drawdown Indicators
| LTTIX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.33% | -15.87% | -3.46% |
Max Drawdown (1Y)Largest decline over 1 year | -4.02% | -3.68% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -16.92% | -15.87% | -1.05% |
Max Drawdown (10Y)Largest decline over 10 years | -19.33% | — | — |
Current DrawdownCurrent decline from peak | -2.68% | -2.56% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -3.09% | +0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.89% | +0.10% |
Volatility
LTTIX vs. FNSHX - Volatility Comparison
The current volatility for MFS Lifetime 2025 Fund (LTTIX) is 2.02%, while Fidelity Freedom Income Fund Class K (FNSHX) has a volatility of 2.45%. This indicates that LTTIX experiences smaller price fluctuations and is considered to be less risky than FNSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTTIX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.02% | 2.45% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 3.07% | 3.30% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.14% | 4.89% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 5.27% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.25% | 4.81% | +2.44% |