PASUX vs. FIKFX
Compare and contrast key facts about T. Rowe Price Retirement 2065 Fund (PASUX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX).
PASUX is managed by T. Rowe Price. It was launched on Oct 12, 2020. FIKFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
PASUX vs. FIKFX - Performance Comparison
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PASUX vs. FIKFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PASUX T. Rowe Price Retirement 2065 Fund | -3.81% | 18.63% | 14.04% | 20.48% | -19.40% | 17.93% | 13.76% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | -0.78% | 9.23% | 4.96% | 8.28% | -11.09% | 2.79% | 3.04% |
Returns By Period
In the year-to-date period, PASUX achieves a -3.81% return, which is significantly lower than FIKFX's -0.78% return.
PASUX
- 1D
- -0.35%
- 1M
- -9.49%
- YTD
- -3.81%
- 6M
- -1.12%
- 1Y
- 14.11%
- 3Y*
- 13.84%
- 5Y*
- 6.99%
- 10Y*
- —
FIKFX
- 1D
- 0.25%
- 1M
- -3.09%
- YTD
- -0.78%
- 6M
- 0.46%
- 1Y
- 6.34%
- 3Y*
- 5.94%
- 5Y*
- 2.60%
- 10Y*
- 3.85%
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PASUX vs. FIKFX - Expense Ratio Comparison
PASUX has a 0.89% expense ratio, which is higher than FIKFX's 0.12% expense ratio.
Return for Risk
PASUX vs. FIKFX — Risk / Return Rank
PASUX
FIKFX
PASUX vs. FIKFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2065 Fund (PASUX) 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.
| PASUX | FIKFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.51 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.31 | 2.11 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.99 | -0.94 |
Martin ratioReturn relative to average drawdown | 4.80 | 8.39 | -3.59 |
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
| PASUX | FIKFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.51 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.52 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.95 | -0.27 |
Correlation
The correlation between PASUX and FIKFX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PASUX vs. FIKFX - Dividend Comparison
PASUX's dividend yield for the trailing twelve months is around 3.45%, which matches FIKFX's 3.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PASUX T. Rowe Price Retirement 2065 Fund | 3.45% | 3.32% | 1.73% | 2.69% | 3.70% | 3.20% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.44% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
Drawdowns
PASUX vs. FIKFX - Drawdown Comparison
The maximum PASUX drawdown since its inception was -28.23%, which is greater than FIKFX's maximum drawdown of -15.03%. Use the drawdown chart below to compare losses from any high point for PASUX and FIKFX.
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Drawdown Indicators
| PASUX | FIKFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.23% | -15.03% | -13.20% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -3.32% | -8.46% |
Max Drawdown (5Y)Largest decline over 5 years | -28.23% | -15.03% | -13.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.03% | — |
Current DrawdownCurrent decline from peak | -9.89% | -3.09% | -6.80% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -1.73% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 0.79% | +1.78% |
Volatility
PASUX vs. FIKFX - Volatility Comparison
T. Rowe Price Retirement 2065 Fund (PASUX) has a higher volatility of 5.18% compared to Fidelity Freedom Index Income Fund Investor Class (FIKFX) at 1.87%. This indicates that PASUX'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
| PASUX | FIKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 1.87% | +3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 2.76% | +6.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.10% | 4.34% | +11.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.12% | 5.06% | +10.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.10% | 4.39% | +10.71% |