STLAX vs. FNSHX
Compare and contrast key facts about BlackRock LifePath Dynamic Retirement Fund (STLAX) and Fidelity Freedom Income Fund Class K (FNSHX).
STLAX is managed by BlackRock. It was launched on Feb 28, 1994. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
STLAX vs. FNSHX - Performance Comparison
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STLAX vs. FNSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STLAX BlackRock LifePath Dynamic Retirement Fund | 0.10% | 12.00% | 8.16% | 12.51% | -14.86% | 6.87% | 12.83% | 16.91% | -3.65% | 4.82% |
FNSHX Fidelity Freedom Income Fund Class K | 0.63% | 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, STLAX achieves a 0.10% return, which is significantly lower than FNSHX's 0.63% return.
STLAX
- 1D
- 1.44%
- 1M
- -2.76%
- YTD
- 0.10%
- 6M
- 1.16%
- 1Y
- 10.92%
- 3Y*
- 9.14%
- 5Y*
- 4.14%
- 10Y*
- 6.16%
FNSHX
- 1D
- 0.18%
- 1M
- -1.28%
- YTD
- 0.63%
- 6M
- 1.71%
- 1Y
- 8.32%
- 3Y*
- 6.59%
- 5Y*
- 2.79%
- 10Y*
- —
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STLAX vs. FNSHX - Expense Ratio Comparison
STLAX has a 0.51% expense ratio, which is higher than FNSHX's 0.42% expense ratio.
Return for Risk
STLAX vs. FNSHX — Risk / Return Rank
STLAX
FNSHX
STLAX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic Retirement Fund (STLAX) 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.
| STLAX | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.74 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.92 | 2.43 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.35 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 2.37 | -0.39 |
Martin ratioReturn relative to average drawdown | 8.97 | 9.65 | -0.68 |
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
| STLAX | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.74 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.53 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.76 | +0.08 |
Correlation
The correlation between STLAX and FNSHX is 0.82, 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
STLAX vs. FNSHX - Dividend Comparison
STLAX's dividend yield for the trailing twelve months is around 4.83%, more than FNSHX's 3.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLAX BlackRock LifePath Dynamic Retirement Fund | 4.83% | 4.83% | 11.22% | 8.31% | 1.14% | 14.51% | 6.38% | 2.55% | 9.46% | 8.75% | 1.47% | 5.58% |
FNSHX Fidelity Freedom Income Fund Class K | 3.25% | 3.21% | 3.19% | 2.98% | 5.94% | 6.17% | 4.43% | 3.74% | 5.22% | 0.00% | 0.00% | 0.00% |
Drawdowns
STLAX vs. FNSHX - Drawdown Comparison
The maximum STLAX drawdown since its inception was -25.68%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for STLAX and FNSHX.
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Drawdown Indicators
| STLAX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.68% | -15.87% | -9.81% |
Max Drawdown (1Y)Largest decline over 1 year | -5.78% | -3.68% | -2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -20.58% | -15.87% | -4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -20.58% | — | — |
Current DrawdownCurrent decline from peak | -3.23% | -2.39% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -2.39% | -3.09% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 0.90% | +0.37% |
Volatility
STLAX vs. FNSHX - Volatility Comparison
BlackRock LifePath Dynamic Retirement Fund (STLAX) has a higher volatility of 3.45% compared to Fidelity Freedom Income Fund Class K (FNSHX) at 2.36%. This indicates that STLAX'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
| STLAX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 2.36% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 5.17% | 3.30% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.35% | 4.89% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.19% | 5.26% | +4.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.82% | 4.81% | +4.01% |