SWGRX vs. FNSHX
Compare and contrast key facts about Schwab Target 2015 Fund (SWGRX) and Fidelity Freedom Income Fund Class K (FNSHX).
SWGRX is managed by Charles Schwab. It was launched on Mar 11, 2008. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
SWGRX vs. FNSHX - Performance Comparison
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SWGRX vs. FNSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWGRX Schwab Target 2015 Fund | -2.00% | 11.78% | 7.90% | 12.46% | -14.56% | 7.50% | 11.47% | 15.05% | -3.79% | 3.81% |
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, SWGRX achieves a -2.00% return, which is significantly lower than FNSHX's -0.53% return.
SWGRX
- 1D
- 0.19%
- 1M
- -4.53%
- YTD
- -2.00%
- 6M
- -0.42%
- 1Y
- 8.53%
- 3Y*
- 8.26%
- 5Y*
- 3.94%
- 10Y*
- 5.57%
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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SWGRX vs. FNSHX - Expense Ratio Comparison
SWGRX has a 0.00% expense ratio, which is lower than FNSHX's 0.42% expense ratio.
Return for Risk
SWGRX vs. FNSHX — Risk / Return Rank
SWGRX
FNSHX
SWGRX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2015 Fund (SWGRX) 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.
| SWGRX | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.57 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.74 | 2.17 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.31 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 2.03 | -0.39 |
Martin ratioReturn relative to average drawdown | 6.99 | 8.53 | -1.53 |
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
| SWGRX | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.57 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.51 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.73 | -0.21 |
Correlation
The correlation between SWGRX and FNSHX is 0.84, 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
SWGRX vs. FNSHX - Dividend Comparison
SWGRX's dividend yield for the trailing twelve months is around 9.05%, more than FNSHX's 3.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWGRX Schwab Target 2015 Fund | 9.05% | 8.87% | 8.02% | 6.06% | 6.48% | 6.90% | 4.41% | 5.44% | 5.15% | 5.67% | 5.27% | 7.08% |
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
SWGRX vs. FNSHX - Drawdown Comparison
The maximum SWGRX drawdown since its inception was -34.83%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for SWGRX and FNSHX.
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Drawdown Indicators
| SWGRX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.83% | -15.87% | -18.96% |
Max Drawdown (1Y)Largest decline over 1 year | -5.07% | -3.68% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -24.46% | -15.87% | -8.59% |
Max Drawdown (10Y)Largest decline over 10 years | -24.46% | — | — |
Current DrawdownCurrent decline from peak | -4.53% | -3.51% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -4.83% | -3.09% | -1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 0.88% | +0.31% |
Volatility
SWGRX vs. FNSHX - Volatility Comparison
Schwab Target 2015 Fund (SWGRX) has a higher volatility of 2.53% compared to Fidelity Freedom Income Fund Class K (FNSHX) at 2.17%. This indicates that SWGRX'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
| SWGRX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.53% | 2.17% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 4.16% | 3.16% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.12% | 4.80% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.34% | 5.25% | +5.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.76% | 4.80% | +3.96% |