PANRX vs. FIKFX
Compare and contrast key facts about T. Rowe Price Target 2005 Fund (PANRX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX).
PANRX is managed by T. Rowe Price. It was launched on Aug 19, 2013. FIKFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
PANRX vs. FIKFX - Performance Comparison
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PANRX vs. FIKFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PANRX T. Rowe Price Target 2005 Fund | -0.34% | 10.11% | 6.93% | 10.24% | -12.79% | 6.83% | 10.62% | 14.28% | -3.32% | 8.14% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | -0.05% | 9.23% | 4.96% | 8.28% | -11.09% | 2.79% | 8.54% | 10.59% | -0.76% | 6.66% |
Returns By Period
In the year-to-date period, PANRX achieves a -0.34% return, which is significantly lower than FIKFX's -0.05% return. Over the past 10 years, PANRX has outperformed FIKFX with an annualized return of 4.97%, while FIKFX has yielded a comparatively lower 3.93% annualized return.
PANRX
- 1D
- 1.03%
- 1M
- -2.81%
- YTD
- -0.34%
- 6M
- 0.92%
- 1Y
- 7.83%
- 3Y*
- 7.63%
- 5Y*
- 3.38%
- 10Y*
- 4.97%
FIKFX
- 1D
- 0.74%
- 1M
- -1.99%
- YTD
- -0.05%
- 6M
- 1.03%
- 1Y
- 6.95%
- 3Y*
- 6.20%
- 5Y*
- 2.67%
- 10Y*
- 3.93%
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PANRX vs. FIKFX - Expense Ratio Comparison
PANRX has a 0.70% expense ratio, which is higher than FIKFX's 0.12% expense ratio.
Return for Risk
PANRX vs. FIKFX — Risk / Return Rank
PANRX
FIKFX
PANRX vs. FIKFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Target 2005 Fund (PANRX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX). 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.
| PANRX | FIKFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.63 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.97 | 2.30 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.32 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.20 | -0.59 |
Martin ratioReturn relative to average drawdown | 6.83 | 9.11 | -2.28 |
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
| PANRX | FIKFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.63 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.53 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.90 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.96 | -0.19 |
Correlation
The correlation between PANRX and FIKFX 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
PANRX vs. FIKFX - Dividend Comparison
PANRX's dividend yield for the trailing twelve months is around 5.72%, more than FIKFX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PANRX T. Rowe Price Target 2005 Fund | 5.72% | 5.70% | 3.03% | 2.75% | 8.26% | 6.01% | 4.07% | 3.14% | 3.94% | 1.35% | 0.28% | 1.07% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.41% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
Drawdowns
PANRX vs. FIKFX - Drawdown Comparison
The maximum PANRX drawdown since its inception was -17.71%, which is greater than FIKFX's maximum drawdown of -15.03%. Use the drawdown chart below to compare losses from any high point for PANRX and FIKFX.
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Drawdown Indicators
| PANRX | FIKFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.71% | -15.03% | -2.68% |
Max Drawdown (1Y)Largest decline over 1 year | -4.51% | -3.32% | -1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -17.33% | -15.03% | -2.30% |
Max Drawdown (10Y)Largest decline over 10 years | -17.71% | -15.03% | -2.68% |
Current DrawdownCurrent decline from peak | -3.13% | -2.37% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -2.80% | -1.74% | -1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | 0.80% | +0.32% |
Volatility
PANRX vs. FIKFX - Volatility Comparison
T. Rowe Price Target 2005 Fund (PANRX) has a higher volatility of 2.42% compared to Fidelity Freedom Index Income Fund Investor Class (FIKFX) at 2.05%. This indicates that PANRX's price experiences larger fluctuations and is considered to be riskier than FIKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PANRX | FIKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.42% | 2.05% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 3.73% | 2.85% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.00% | 4.39% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.19% | 5.07% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.36% | 4.40% | +1.96% |