TBLJX vs. FIKFX
Compare and contrast key facts about T. Rowe Price Retirement Blend 2040 Fund (TBLJX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX).
TBLJX is managed by T. Rowe Price. It was launched on Jul 25, 2021. FIKFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
TBLJX vs. FIKFX - Performance Comparison
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TBLJX vs. FIKFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TBLJX T. Rowe Price Retirement Blend 2040 Fund | -0.97% | 18.81% | 13.87% | 20.14% | -17.93% | 3.89% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | -0.05% | 9.23% | 4.96% | 8.28% | -11.09% | 0.31% |
Returns By Period
In the year-to-date period, TBLJX achieves a -0.97% return, which is significantly lower than FIKFX's -0.05% return.
TBLJX
- 1D
- 2.51%
- 1M
- -5.62%
- YTD
- -0.97%
- 6M
- 1.45%
- 1Y
- 17.33%
- 3Y*
- 14.76%
- 5Y*
- —
- 10Y*
- —
FIKFX
- 1D
- 0.74%
- 1M
- -1.99%
- YTD
- -0.05%
- 6M
- 1.03%
- 1Y
- 6.95%
- 3Y*
- 6.20%
- 5Y*
- 2.67%
- 10Y*
- 3.93%
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TBLJX vs. FIKFX - Expense Ratio Comparison
TBLJX has a 0.24% expense ratio, which is higher than FIKFX's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
TBLJX vs. FIKFX — Risk / Return Rank
TBLJX
FIKFX
TBLJX vs. FIKFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Blend 2040 Fund (TBLJX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX). 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.
| TBLJX | FIKFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.63 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.74 | 2.30 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 2.20 | -0.56 |
Martin ratioReturn relative to average drawdown | 7.61 | 9.11 | -1.50 |
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
| TBLJX | FIKFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.63 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.53 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.96 | -0.48 |
Correlation
The correlation between TBLJX and FIKFX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TBLJX vs. FIKFX - Dividend Comparison
TBLJX's dividend yield for the trailing twelve months is around 2.60%, less than FIKFX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBLJX T. Rowe Price Retirement Blend 2040 Fund | 2.60% | 2.58% | 2.05% | 2.19% | 1.97% | 2.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.41% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
Drawdowns
TBLJX vs. FIKFX - Drawdown Comparison
The maximum TBLJX drawdown since its inception was -25.86%, which is greater than FIKFX's maximum drawdown of -15.03%. Use the drawdown chart below to compare losses from any high point for TBLJX and FIKFX.
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Drawdown Indicators
| TBLJX | FIKFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.86% | -15.03% | -10.83% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -3.32% | -7.43% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.03% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.03% | — |
Current DrawdownCurrent decline from peak | -6.34% | -2.37% | -3.97% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -1.74% | -4.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 0.80% | +1.52% |
Volatility
TBLJX vs. FIKFX - Volatility Comparison
T. Rowe Price Retirement Blend 2040 Fund (TBLJX) has a higher volatility of 5.45% compared to Fidelity Freedom Index Income Fund Investor Class (FIKFX) at 2.05%. This indicates that TBLJX's price experiences larger fluctuations and is considered to be riskier than FIKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TBLJX | FIKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 2.05% | +3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | 2.85% | +5.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.81% | 4.39% | +10.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 5.07% | +9.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.53% | 4.40% | +10.13% |