SWNRX vs. FOTKX
Compare and contrast key facts about Schwab Target 2050 Fund (SWNRX) and Fidelity Freedom 2010 Fund Class K6 (FOTKX).
SWNRX is managed by Charles Schwab. It was launched on Jan 22, 2013. FOTKX is managed by Fidelity. It was launched on Oct 17, 1996.
Performance
SWNRX vs. FOTKX - Performance Comparison
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SWNRX vs. FOTKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWNRX Schwab Target 2050 Fund | -3.90% | 19.56% | 13.90% | 20.65% | -19.60% | 17.76% | 15.28% | 23.39% | -10.31% | 11.13% |
FOTKX Fidelity Freedom 2010 Fund Class K6 | -0.61% | 11.66% | 5.55% | 9.97% | -13.05% | 5.68% | 11.29% | 14.46% | -3.65% | 5.22% |
Returns By Period
In the year-to-date period, SWNRX achieves a -3.90% return, which is significantly lower than FOTKX's -0.61% return.
SWNRX
- 1D
- -0.27%
- 1M
- -8.70%
- YTD
- -3.90%
- 6M
- -1.16%
- 1Y
- 15.79%
- 3Y*
- 13.87%
- 5Y*
- 7.34%
- 10Y*
- 9.72%
FOTKX
- 1D
- 0.21%
- 1M
- -3.83%
- YTD
- -0.61%
- 6M
- 1.01%
- 1Y
- 8.62%
- 3Y*
- 7.30%
- 5Y*
- 3.28%
- 10Y*
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SWNRX vs. FOTKX - Expense Ratio Comparison
SWNRX has a 0.00% expense ratio, which is lower than FOTKX's 0.38% expense ratio.
Return for Risk
SWNRX vs. FOTKX — Risk / Return Rank
SWNRX
FOTKX
SWNRX vs. FOTKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2050 Fund (SWNRX) and Fidelity Freedom 2010 Fund Class K6 (FOTKX). 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.
| SWNRX | FOTKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.60 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.21 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 2.12 | -0.80 |
Martin ratioReturn relative to average drawdown | 6.02 | 8.66 | -2.64 |
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
| SWNRX | FOTKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.60 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.52 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.77 | -0.16 |
Correlation
The correlation between SWNRX and FOTKX is 0.83, 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
SWNRX vs. FOTKX - Dividend Comparison
SWNRX's dividend yield for the trailing twelve months is around 5.11%, less than FOTKX's 5.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWNRX Schwab Target 2050 Fund | 5.11% | 4.91% | 3.33% | 3.38% | 8.27% | 5.97% | 2.35% | 4.95% | 6.51% | 2.71% | 5.34% | 5.80% |
FOTKX Fidelity Freedom 2010 Fund Class K6 | 5.28% | 5.25% | 3.32% | 2.98% | 7.41% | 9.53% | 6.17% | 6.00% | 7.24% | 3.57% | 0.00% | 0.00% |
Drawdowns
SWNRX vs. FOTKX - Drawdown Comparison
The maximum SWNRX drawdown since its inception was -31.50%, which is greater than FOTKX's maximum drawdown of -18.29%. Use the drawdown chart below to compare losses from any high point for SWNRX and FOTKX.
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Drawdown Indicators
| SWNRX | FOTKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.50% | -18.29% | -13.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -4.03% | -6.64% |
Max Drawdown (5Y)Largest decline over 5 years | -31.18% | -18.29% | -12.89% |
Max Drawdown (10Y)Largest decline over 10 years | -31.50% | — | — |
Current DrawdownCurrent decline from peak | -9.15% | -3.83% | -5.32% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -3.62% | -1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 0.99% | +1.36% |
Volatility
SWNRX vs. FOTKX - Volatility Comparison
Schwab Target 2050 Fund (SWNRX) has a higher volatility of 4.88% compared to Fidelity Freedom 2010 Fund Class K6 (FOTKX) at 2.34%. This indicates that SWNRX's price experiences larger fluctuations and is considered to be riskier than FOTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWNRX | FOTKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 2.34% | +2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 3.45% | +5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.08% | 5.48% | +9.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 6.32% | +9.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.25% | 6.41% | +9.84% |