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LTTIX vs. FYTKX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LTTIX vs. FYTKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Lifetime 2025 Fund (LTTIX) and Fidelity Freedom Income Fund Class K6 (FYTKX). The values are adjusted to include any dividend payments, if applicable.

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LTTIX vs. FYTKX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LTTIX
MFS Lifetime 2025 Fund
-0.00%9.29%6.73%10.36%-12.36%8.61%10.61%17.82%-3.97%5.99%
FYTKX
Fidelity Freedom Income Fund Class K6
0.49%10.61%4.60%8.42%-11.23%3.25%9.07%10.71%-1.84%3.46%

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%

FYTKX

1D
0.90%
1M
-2.21%
YTD
0.49%
6M
1.73%
1Y
8.37%
3Y*
6.75%
5Y*
2.90%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LTTIX vs. FYTKX - Expense Ratio Comparison

LTTIX has a 0.00% expense ratio, which is lower than FYTKX's 0.37% expense ratio.


Return for Risk

LTTIX vs. FYTKX — Risk / Return Rank

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

LTTIX
LTTIX Risk / Return Rank: 7575
Overall Rank
LTTIX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
LTTIX Sortino Ratio Rank: 7777
Sortino Ratio Rank
LTTIX Omega Ratio Rank: 7373
Omega Ratio Rank
LTTIX Calmar Ratio Rank: 7474
Calmar Ratio Rank
LTTIX Martin Ratio Rank: 7272
Martin Ratio Rank

FYTKX
FYTKX Risk / Return Rank: 8787
Overall Rank
FYTKX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
FYTKX Sortino Ratio Rank: 8888
Sortino Ratio Rank
FYTKX Omega Ratio Rank: 8585
Omega Ratio Rank
FYTKX Calmar Ratio Rank: 8787
Calmar Ratio Rank
FYTKX Martin Ratio Rank: 8888
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.

LTTIX vs. FYTKX - 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 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.


LTTIXFYTKXDifference

Sharpe ratio

Return per unit of total volatility

1.49

1.80

-0.31

Sortino ratio

Return per unit of downside risk

2.09

2.51

-0.42

Omega ratio

Gain probability vs. loss probability

1.30

1.36

-0.06

Calmar ratio

Return relative to maximum drawdown

1.96

2.39

-0.43

Martin ratio

Return relative to average drawdown

7.97

9.88

-1.91

LTTIX vs. FYTKX - Sharpe Ratio Comparison

The current LTTIX Sharpe Ratio is 1.49, which is comparable to the FYTKX Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of LTTIX 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


LTTIXFYTKXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.49

1.80

-0.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.56

+0.04

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

0.86

-0.02

Correlation

The correlation between LTTIX and FYTKX is 0.85, 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. FYTKX - Dividend Comparison

LTTIX's dividend yield for the trailing twelve months is around 8.13%, more than FYTKX's 3.48% yield.


TTM20252024202320222021202020192018201720162015
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%
FYTKX
Fidelity Freedom Income Fund Class K6
3.48%3.53%3.38%3.13%6.05%6.26%4.48%3.80%5.33%2.65%0.00%0.00%

Drawdowns

LTTIX vs. FYTKX - Drawdown Comparison

The maximum LTTIX drawdown since its inception was -19.33%, which is greater than FYTKX's maximum drawdown of -15.80%. Use the drawdown chart below to compare losses from any high point for LTTIX and FYTKX.


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Drawdown Indicators


LTTIXFYTKXDifference

Max Drawdown

Largest peak-to-trough decline

-19.33%

-15.80%

-3.53%

Max Drawdown (1Y)

Largest decline over 1 year

-4.02%

-3.67%

-0.35%

Max Drawdown (5Y)

Largest decline over 5 years

-16.92%

-15.80%

-1.12%

Max Drawdown (10Y)

Largest decline over 10 years

-19.33%

Current Drawdown

Current decline from peak

-2.68%

-2.55%

-0.13%

Average Drawdown

Average peak-to-trough decline

-2.70%

-2.92%

+0.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.99%

0.89%

+0.10%

Volatility

LTTIX vs. FYTKX - Volatility Comparison

The current volatility for MFS Lifetime 2025 Fund (LTTIX) is 2.02%, while Fidelity Freedom Income Fund Class K6 (FYTKX) has a volatility of 2.43%. This indicates that LTTIX experiences smaller price fluctuations and is considered to be less risky 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


LTTIXFYTKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.02%

2.43%

-0.41%

Volatility (6M)

Calculated over the trailing 6-month period

3.07%

3.27%

-0.20%

Volatility (1Y)

Calculated over the trailing 1-year period

5.14%

4.85%

+0.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.38%

5.26%

+1.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.25%

4.73%

+2.52%