TAUSX vs. FFIZX
Compare and contrast key facts about John Hancock Investment Grade Bond Fund (TAUSX) and Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX).
TAUSX is managed by John Hancock. It was launched on Dec 31, 1991. FFIZX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
TAUSX vs. FFIZX - Performance Comparison
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TAUSX vs. FFIZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAUSX John Hancock Investment Grade Bond Fund | -0.78% | 7.38% | 0.94% | 4.76% | -14.69% | -1.49% | 9.52% | 8.71% | -0.38% | 3.88% |
FFIZX Fidelity Freedom Index 2040 Fund Institutional Premium Class | -3.61% | 19.93% | 13.37% | 19.44% | -18.15% | 15.97% | 16.51% | 26.01% | -7.20% | 20.57% |
Returns By Period
In the year-to-date period, TAUSX achieves a -0.78% return, which is significantly higher than FFIZX's -3.61% return. Over the past 10 years, TAUSX has underperformed FFIZX with an annualized return of 1.59%, while FFIZX has yielded a comparatively higher 10.23% annualized return.
TAUSX
- 1D
- 0.55%
- 1M
- -2.57%
- YTD
- -0.78%
- 6M
- 0.31%
- 1Y
- 3.75%
- 3Y*
- 2.93%
- 5Y*
- -0.43%
- 10Y*
- 1.59%
FFIZX
- 1D
- -0.07%
- 1M
- -7.74%
- YTD
- -3.61%
- 6M
- -0.91%
- 1Y
- 15.56%
- 3Y*
- 13.57%
- 5Y*
- 7.38%
- 10Y*
- 10.23%
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TAUSX vs. FFIZX - Expense Ratio Comparison
TAUSX has a 0.74% expense ratio, which is higher than FFIZX's 0.08% expense ratio.
Return for Risk
TAUSX vs. FFIZX — Risk / Return Rank
TAUSX
FFIZX
TAUSX vs. FFIZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Investment Grade Bond Fund (TAUSX) and Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX). 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.
| TAUSX | FFIZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.14 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.65 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.42 | +0.12 |
Martin ratioReturn relative to average drawdown | 4.54 | 6.61 | -2.07 |
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
| TAUSX | FFIZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.14 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.54 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.69 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.62 | +0.40 |
Correlation
The correlation between TAUSX and FFIZX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TAUSX vs. FFIZX - Dividend Comparison
TAUSX's dividend yield for the trailing twelve months is around 3.71%, more than FFIZX's 2.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAUSX John Hancock Investment Grade Bond Fund | 3.71% | 3.99% | 3.40% | 2.64% | 2.50% | 2.25% | 4.49% | 2.83% | 2.83% | 2.65% | 2.66% | 2.88% |
FFIZX Fidelity Freedom Index 2040 Fund Institutional Premium Class | 2.47% | 2.38% | 2.23% | 2.00% | 2.13% | 2.08% | 2.02% | 18.32% | 2.26% | 1.86% | 2.04% | 2.04% |
Drawdowns
TAUSX vs. FFIZX - Drawdown Comparison
The maximum TAUSX drawdown since its inception was -19.90%, smaller than the maximum FFIZX drawdown of -30.69%. Use the drawdown chart below to compare losses from any high point for TAUSX and FFIZX.
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Drawdown Indicators
| TAUSX | FFIZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.90% | -30.69% | +10.79% |
Max Drawdown (1Y)Largest decline over 1 year | -3.11% | -9.98% | +6.87% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -26.07% | +6.17% |
Max Drawdown (10Y)Largest decline over 10 years | -19.90% | -30.69% | +10.79% |
Current DrawdownCurrent decline from peak | -5.34% | -8.10% | +2.76% |
Average DrawdownAverage peak-to-trough decline | -2.36% | -4.72% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 2.14% | -1.09% |
Volatility
TAUSX vs. FFIZX - Volatility Comparison
The current volatility for John Hancock Investment Grade Bond Fund (TAUSX) is 1.67%, while Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX) has a volatility of 4.49%. This indicates that TAUSX experiences smaller price fluctuations and is considered to be less risky than FFIZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAUSX | FFIZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 4.49% | -2.82% |
Volatility (6M)Calculated over the trailing 6-month period | 2.68% | 7.81% | -5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.57% | 13.76% | -9.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.02% | 13.72% | -7.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.97% | 14.83% | -9.86% |