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TRRFX vs. FFFVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

TRRFX vs. FFFVX

Last updated May 13, 2025

Compare and contrast key facts about T. Rowe Price Retirement 2005 Fund (TRRFX) and Fidelity Freedom 2005 Fund (FFFVX).

TRRFX is managed by T. Rowe Price. It was launched on Feb 26, 2004. FFFVX is managed by Fidelity. It was launched on Nov 6, 2003.

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

Correlation

The correlation between TRRFX and FFFVX is 0.81, 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

TRRFX vs. FFFVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Retirement 2005 Fund (TRRFX) and Fidelity Freedom 2005 Fund (FFFVX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

TRRFX

YTD

2.76%

1M

4.24%

6M

0.22%

1Y

6.45%

5Y*

1.56%

10Y*

1.40%

FFFVX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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TRRFX vs. FFFVX - Expense Ratio Comparison

TRRFX has a 0.49% expense ratio, which is higher than FFFVX's 0.47% expense ratio.

TRRFX
T. Rowe Price Retirement 2005 Fund
FFFVX
Fidelity Freedom 2005 Fund

Risk-Adjusted Performance

TRRFX vs. FFFVX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TRRFX
The Risk-Adjusted Performance Rank of TRRFX is 7373
Overall Rank
The Sharpe Ratio Rank of TRRFX is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of TRRFX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of TRRFX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of TRRFX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of TRRFX is 8080
Martin Ratio Rank
FFFVX
The Risk-Adjusted Performance Rank of FFFVX is 4949
Overall Rank
The Sharpe Ratio Rank of FFFVX is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of FFFVX is 4848
Sortino Ratio Rank
The Omega Ratio Rank of FFFVX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of FFFVX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of FFFVX is 5757
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.

TRRFX vs. FFFVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2005 Fund (TRRFX) and Fidelity Freedom 2005 Fund (FFFVX). 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

TRRFX vs. FFFVX - Dividend Comparison

TRRFX's dividend yield for the trailing twelve months is around 3.77%, while FFFVX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
TRRFX
T. Rowe Price Retirement 2005 Fund		3.77%3.87%4.24%10.43%10.54%8.55%3.65%6.97%4.25%3.15%3.78%4.08%
FFFVX
Fidelity Freedom 2005 Fund		0.47%0.79%2.92%3.50%2.49%1.17%1.96%2.04%1.40%1.75%3.41%5.15%

Drawdowns

TRRFX vs. FFFVX - Drawdown Comparison

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Volatility

TRRFX vs. FFFVX - Volatility Comparison

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