SSDJX vs. FNSHX
Compare and contrast key facts about State Street Target Retirement 2050 Fund (SSDJX) and Fidelity Freedom Income Fund Class K (FNSHX).
SSDJX is managed by State Street. It was launched on Sep 29, 2014. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
SSDJX vs. FNSHX - Performance Comparison
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SSDJX vs. FNSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSDJX State Street Target Retirement 2050 Fund | -3.49% | 20.71% | 12.35% | 19.18% | -19.24% | 13.12% | 19.69% | 25.73% | -8.12% | 5.62% |
FNSHX Fidelity Freedom Income Fund Class K | -0.53% | 10.35% | 4.40% | 8.26% | -11.31% | 3.16% | 9.01% | 10.74% | -1.86% | 0.09% |
Returns By Period
In the year-to-date period, SSDJX achieves a -3.49% return, which is significantly lower than FNSHX's -0.53% return.
SSDJX
- 1D
- 0.06%
- 1M
- -8.42%
- YTD
- -3.49%
- 6M
- -0.92%
- 1Y
- 16.73%
- 3Y*
- 13.50%
- 5Y*
- 6.61%
- 10Y*
- 9.75%
FNSHX
- 1D
- 0.18%
- 1M
- -3.51%
- YTD
- -0.53%
- 6M
- 0.90%
- 1Y
- 7.47%
- 3Y*
- 6.18%
- 5Y*
- 2.64%
- 10Y*
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SSDJX vs. FNSHX - Expense Ratio Comparison
SSDJX has a 0.21% expense ratio, which is lower than FNSHX's 0.42% expense ratio.
Return for Risk
SSDJX vs. FNSHX — Risk / Return Rank
SSDJX
FNSHX
SSDJX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2050 Fund (SSDJX) 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.
| SSDJX | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.57 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.68 | 2.17 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.31 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 2.03 | -0.62 |
Martin ratioReturn relative to average drawdown | 6.51 | 8.53 | -2.01 |
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
| SSDJX | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.57 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.51 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.73 | -0.14 |
Correlation
The correlation between SSDJX and FNSHX is 0.74, 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
SSDJX vs. FNSHX - Dividend Comparison
SSDJX's dividend yield for the trailing twelve months is around 6.27%, more than FNSHX's 3.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSDJX State Street Target Retirement 2050 Fund | 6.27% | 6.05% | 4.63% | 3.13% | 5.47% | 4.87% | 4.13% | 6.79% | 5.05% | 0.45% | 1.73% | 1.86% |
FNSHX Fidelity Freedom Income Fund Class K | 3.29% | 3.21% | 3.19% | 2.98% | 5.94% | 6.17% | 4.43% | 3.74% | 5.22% | 0.00% | 0.00% | 0.00% |
Drawdowns
SSDJX vs. FNSHX - Drawdown Comparison
The maximum SSDJX drawdown since its inception was -29.95%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for SSDJX and FNSHX.
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Drawdown Indicators
| SSDJX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.95% | -15.87% | -14.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.70% | -3.68% | -7.02% |
Max Drawdown (5Y)Largest decline over 5 years | -27.45% | -15.87% | -11.58% |
Max Drawdown (10Y)Largest decline over 10 years | -29.95% | — | — |
Current DrawdownCurrent decline from peak | -8.67% | -3.51% | -5.16% |
Average DrawdownAverage peak-to-trough decline | -5.11% | -3.09% | -2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 0.88% | +1.44% |
Volatility
SSDJX vs. FNSHX - Volatility Comparison
State Street Target Retirement 2050 Fund (SSDJX) has a higher volatility of 4.66% compared to Fidelity Freedom Income Fund Class K (FNSHX) at 2.17%. This indicates that SSDJX's price experiences larger fluctuations and is considered to be riskier 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
| SSDJX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 2.17% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 3.16% | +5.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.62% | 4.80% | +9.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.03% | 5.25% | +8.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.70% | 4.80% | +9.90% |