SSBRX vs. FFTWX
Compare and contrast key facts about State Street Target Retirement 2025 Fund (SSBRX) and Fidelity Freedom 2025 Fund (FFTWX).
SSBRX is managed by State Street. It was launched on Sep 29, 2014. FFTWX is managed by Fidelity. It was launched on Nov 6, 2003.
Performance
SSBRX vs. FFTWX - Performance Comparison
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SSBRX vs. FFTWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSBRX State Street Target Retirement 2025 Fund | 0.24% | 12.93% | 8.73% | 13.61% | -15.51% | 10.03% | 14.68% | 20.73% | -5.47% | 14.32% |
FFTWX Fidelity Freedom 2025 Fund | -0.07% | 16.46% | 8.20% | 14.10% | -16.66% | 10.09% | 14.70% | 19.45% | -5.93% | 15.57% |
Returns By Period
In the year-to-date period, SSBRX achieves a 0.24% return, which is significantly higher than FFTWX's -0.07% return. Both investments have delivered pretty close results over the past 10 years, with SSBRX having a 7.51% annualized return and FFTWX not far ahead at 7.70%.
SSBRX
- 1D
- 1.04%
- 1M
- -2.84%
- YTD
- 0.24%
- 6M
- 1.62%
- 1Y
- 11.69%
- 3Y*
- 10.00%
- 5Y*
- 4.81%
- 10Y*
- 7.51%
FFTWX
- 1D
- 1.78%
- 1M
- -3.93%
- YTD
- -0.07%
- 6M
- 2.02%
- 1Y
- 14.29%
- 3Y*
- 10.80%
- 5Y*
- 4.93%
- 10Y*
- 7.70%
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SSBRX vs. FFTWX - Expense Ratio Comparison
SSBRX has a 0.13% expense ratio, which is lower than FFTWX's 0.62% expense ratio.
Return for Risk
SSBRX vs. FFTWX — Risk / Return Rank
SSBRX
FFTWX
SSBRX vs. FFTWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2025 Fund (SSBRX) and Fidelity Freedom 2025 Fund (FFTWX). 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.
| SSBRX | FFTWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.50 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.25 | 2.12 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.32 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.06 | -0.05 |
Martin ratioReturn relative to average drawdown | 9.90 | 8.79 | +1.10 |
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
| SSBRX | FFTWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.50 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.50 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.77 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.50 | +0.18 |
Correlation
The correlation between SSBRX and FFTWX is 0.96, 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
SSBRX vs. FFTWX - Dividend Comparison
SSBRX's dividend yield for the trailing twelve months is around 6.05%, less than FFTWX's 6.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSBRX State Street Target Retirement 2025 Fund | 6.05% | 6.07% | 6.67% | 4.60% | 6.60% | 6.44% | 4.74% | 6.58% | 5.35% | 0.60% | 1.84% | 2.38% |
FFTWX Fidelity Freedom 2025 Fund | 6.44% | 6.44% | 3.74% | 2.08% | 9.66% | 10.38% | 5.75% | 6.09% | 6.39% | 3.04% | 3.91% | 5.60% |
Drawdowns
SSBRX vs. FFTWX - Drawdown Comparison
The maximum SSBRX drawdown since its inception was -21.96%, smaller than the maximum FFTWX drawdown of -47.51%. Use the drawdown chart below to compare losses from any high point for SSBRX and FFTWX.
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Drawdown Indicators
| SSBRX | FFTWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.96% | -47.51% | +25.55% |
Max Drawdown (1Y)Largest decline over 1 year | -5.98% | -7.17% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -23.66% | +2.53% |
Max Drawdown (10Y)Largest decline over 10 years | -21.96% | -23.66% | +1.70% |
Current DrawdownCurrent decline from peak | -3.21% | -4.61% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -5.61% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 1.68% | -0.46% |
Volatility
SSBRX vs. FFTWX - Volatility Comparison
The current volatility for State Street Target Retirement 2025 Fund (SSBRX) is 2.68%, while Fidelity Freedom 2025 Fund (FFTWX) has a volatility of 4.25%. This indicates that SSBRX experiences smaller price fluctuations and is considered to be less risky than FFTWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSBRX | FFTWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 4.25% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 4.21% | 6.09% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.61% | 9.85% | -2.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.85% | 9.87% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.83% | 10.05% | -0.22% |