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SWPRX vs. FDKVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

SWPRX vs. FDKVX

Last updated May 12, 2025

Compare and contrast key facts about Schwab Target 2060 Fund (SWPRX) and Fidelity Freedom 2060 Fund (FDKVX).

SWPRX is managed by Charles Schwab. It was launched on Aug 24, 2016. FDKVX is managed by Fidelity. It was launched on Aug 5, 2014.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWPRX or FDKVX.

Correlation

The correlation between SWPRX and FDKVX is 0.95, 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.

Performance

SWPRX vs. FDKVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab Target 2060 Fund (SWPRX) and Fidelity Freedom 2060 Fund (FDKVX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

SWPRX:

7.97%

FDKVX:

4.35%

Max Drawdown

SWPRX:

-0.76%

FDKVX:

-0.34%

Current Drawdown

SWPRX:

-0.32%

FDKVX:

-0.00%

Returns By Period

SWPRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FDKVX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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SWPRX vs. FDKVX - Expense Ratio Comparison

SWPRX has a 0.00% expense ratio, which is lower than FDKVX's 0.75% expense ratio.

FDKVX
Fidelity Freedom 2060 Fund
SWPRX
Schwab Target 2060 Fund

Risk-Adjusted Performance

SWPRX vs. FDKVX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SWPRX
The Risk-Adjusted Performance Rank of SWPRX is 5555
Overall Rank
The Sharpe Ratio Rank of SWPRX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of SWPRX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of SWPRX is 5353
Omega Ratio Rank
The Calmar Ratio Rank of SWPRX is 6161
Calmar Ratio Rank
The Martin Ratio Rank of SWPRX is 5959
Martin Ratio Rank
FDKVX
The Risk-Adjusted Performance Rank of FDKVX is 6363
Overall Rank
The Sharpe Ratio Rank of FDKVX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of FDKVX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of FDKVX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of FDKVX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of FDKVX is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SWPRX vs. FDKVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2060 Fund (SWPRX) and Fidelity Freedom 2060 Fund (FDKVX). 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.

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Dividends

SWPRX vs. FDKVX - Dividend Comparison

SWPRX has not paid dividends to shareholders, while FDKVX's dividend yield for the trailing twelve months is around 1.01%.

TTM20242023202220212020201920182017201620152014
SWPRX
Schwab Target 2060 Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FDKVX
Fidelity Freedom 2060 Fund		1.01%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SWPRX vs. FDKVX - Drawdown Comparison

The maximum SWPRX drawdown since its inception was -0.76%, which is greater than FDKVX's maximum drawdown of -0.34%. Use the drawdown chart below to compare losses from any high point for SWPRX and FDKVX. For additional features, visit the drawdowns tool.

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Volatility

SWPRX vs. FDKVX - Volatility Comparison

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