SSFNX vs. FFGZX
Compare and contrast key facts about State Street Target Retirement Fund (SSFNX) and Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX).
SSFNX is managed by State Street. It was launched on Sep 29, 2014. FFGZX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
SSFNX vs. FFGZX - Performance Comparison
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SSFNX vs. FFGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSFNX State Street Target Retirement Fund | -0.35% | 10.93% | 7.05% | 10.73% | -12.21% | 6.87% | 10.26% | 13.97% | -2.49% | 8.92% |
FFGZX Fidelity Freedom Index Income Fund Institutional Premium Class | -0.78% | 9.13% | 5.02% | 8.32% | -11.07% | 2.85% | 8.59% | 10.68% | -0.80% | 6.73% |
Returns By Period
In the year-to-date period, SSFNX achieves a -0.35% return, which is significantly higher than FFGZX's -0.78% return. Over the past 10 years, SSFNX has outperformed FFGZX with an annualized return of 5.41%, while FFGZX has yielded a comparatively lower 3.87% annualized return.
SSFNX
- 1D
- 0.18%
- 1M
- -3.35%
- YTD
- -0.35%
- 6M
- 1.07%
- 1Y
- 8.90%
- 3Y*
- 8.01%
- 5Y*
- 3.96%
- 10Y*
- 5.41%
FFGZX
- 1D
- 0.25%
- 1M
- -3.09%
- YTD
- -0.78%
- 6M
- 0.46%
- 1Y
- 6.37%
- 3Y*
- 5.94%
- 5Y*
- 2.62%
- 10Y*
- 3.87%
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SSFNX vs. FFGZX - Expense Ratio Comparison
SSFNX has a 0.10% expense ratio, which is higher than FFGZX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SSFNX vs. FFGZX — Risk / Return Rank
SSFNX
FFGZX
SSFNX vs. FFGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement Fund (SSFNX) and Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX). 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.
| SSFNX | FFGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.51 | +0.07 |
Sortino ratioReturn per unit of downside risk | 2.24 | 2.12 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.30 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.99 | -0.06 |
Martin ratioReturn relative to average drawdown | 9.29 | 8.42 | +0.87 |
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
| SSFNX | FFGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.51 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.52 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.88 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.84 | -0.07 |
Correlation
The correlation between SSFNX and FFGZX is 0.86, 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
SSFNX vs. FFGZX - Dividend Comparison
SSFNX's dividend yield for the trailing twelve months is around 4.88%, more than FFGZX's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSFNX State Street Target Retirement Fund | 4.88% | 4.86% | 5.78% | 5.26% | 5.12% | 6.69% | 1.61% | 3.35% | 4.40% | 2.72% | 1.84% | 2.05% |
FFGZX Fidelity Freedom Index Income Fund Institutional Premium Class | 3.46% | 3.30% | 3.18% | 2.88% | 3.11% | 2.10% | 2.22% | 7.35% | 3.00% | 1.95% | 1.56% | 1.06% |
Drawdowns
SSFNX vs. FFGZX - Drawdown Comparison
The maximum SSFNX drawdown since its inception was -16.62%, which is greater than FFGZX's maximum drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for SSFNX and FFGZX.
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Drawdown Indicators
| SSFNX | FFGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.62% | -14.94% | -1.68% |
Max Drawdown (1Y)Largest decline over 1 year | -4.51% | -3.33% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -16.62% | -14.94% | -1.68% |
Max Drawdown (10Y)Largest decline over 10 years | -16.62% | -14.94% | -1.68% |
Current DrawdownCurrent decline from peak | -3.35% | -3.09% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -2.55% | -2.29% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.79% | +0.15% |
Volatility
SSFNX vs. FFGZX - Volatility Comparison
State Street Target Retirement Fund (SSFNX) and Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX) have volatilities of 1.92% and 1.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSFNX | FFGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.92% | 1.85% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.23% | 2.78% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.71% | 4.35% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.56% | 5.03% | +1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.55% | 4.39% | +2.16% |