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URINX vs. FHNDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

URINX vs. FHNDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA Target Retirement Income Fund (URINX) and Fidelity Freedom Blend 2020 Fund Class K6 (FHNDX). The values are adjusted to include any dividend payments, if applicable.

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URINX vs. FHNDX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
URINX
USAA Target Retirement Income Fund
-0.45%12.36%6.66%10.79%-10.38%6.47%8.74%11.72%-3.59%
FHNDX
Fidelity Freedom Blend 2020 Fund Class K6
-1.36%14.56%7.19%12.95%-16.38%8.72%13.59%18.58%-6.83%

Returns By Period

In the year-to-date period, URINX achieves a -0.45% return, which is significantly higher than FHNDX's -1.36% return.


URINX

1D
0.09%
1M
-3.83%
YTD
-0.45%
6M
1.45%
1Y
9.91%
3Y*
8.56%
5Y*
4.40%
10Y*
5.35%

FHNDX

1D
0.17%
1M
-5.22%
YTD
-1.36%
6M
0.56%
1Y
11.11%
3Y*
9.07%
5Y*
4.10%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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URINX vs. FHNDX - Expense Ratio Comparison

URINX has a 0.04% expense ratio, which is lower than FHNDX's 0.24% expense ratio. Despite the difference, 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

URINX vs. FHNDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

URINX
URINX Risk / Return Rank: 8686
Overall Rank
URINX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
URINX Sortino Ratio Rank: 8787
Sortino Ratio Rank
URINX Omega Ratio Rank: 8484
Omega Ratio Rank
URINX Calmar Ratio Rank: 8686
Calmar Ratio Rank
URINX Martin Ratio Rank: 8989
Martin Ratio Rank

FHNDX
FHNDX Risk / Return Rank: 7676
Overall Rank
FHNDX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FHNDX Sortino Ratio Rank: 7777
Sortino Ratio Rank
FHNDX Omega Ratio Rank: 7676
Omega Ratio Rank
FHNDX Calmar Ratio Rank: 7373
Calmar Ratio Rank
FHNDX Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

URINX vs. FHNDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Target Retirement Income Fund (URINX) and Fidelity Freedom Blend 2020 Fund Class K6 (FHNDX). 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.


URINXFHNDXDifference

Sharpe ratio

Return per unit of total volatility

1.66

1.36

+0.30

Sortino ratio

Return per unit of downside risk

2.35

1.91

+0.44

Omega ratio

Gain probability vs. loss probability

1.34

1.29

+0.05

Calmar ratio

Return relative to maximum drawdown

2.20

1.71

+0.50

Martin ratio

Return relative to average drawdown

9.70

7.44

+2.26

URINX vs. FHNDX - Sharpe Ratio Comparison

The current URINX Sharpe Ratio is 1.66, which is comparable to the FHNDX Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of URINX and FHNDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


URINXFHNDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.66

1.36

+0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.46

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.93

Sharpe Ratio (All Time)

Calculated using the full available price history

1.10

0.63

+0.47

Correlation

The correlation between URINX and FHNDX is 0.94, 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

URINX vs. FHNDX - Dividend Comparison

URINX's dividend yield for the trailing twelve months is around 6.14%, more than FHNDX's 2.81% yield.


TTM20252024202320222021202020192018201720162015
URINX
USAA Target Retirement Income Fund
6.14%6.07%4.22%3.48%6.63%6.66%3.97%6.37%6.11%5.68%3.34%4.54%
FHNDX
Fidelity Freedom Blend 2020 Fund Class K6
2.81%2.77%2.62%2.66%5.94%7.22%4.45%3.01%1.37%0.00%0.00%0.00%

Drawdowns

URINX vs. FHNDX - Drawdown Comparison

The maximum URINX drawdown since its inception was -15.27%, smaller than the maximum FHNDX drawdown of -22.68%. Use the drawdown chart below to compare losses from any high point for URINX and FHNDX.


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Drawdown Indicators


URINXFHNDXDifference

Max Drawdown

Largest peak-to-trough decline

-15.27%

-22.68%

+7.41%

Max Drawdown (1Y)

Largest decline over 1 year

-4.41%

-6.20%

+1.79%

Max Drawdown (5Y)

Largest decline over 5 years

-15.27%

-22.68%

+7.41%

Max Drawdown (10Y)

Largest decline over 10 years

-15.27%

Current Drawdown

Current decline from peak

-3.83%

-5.30%

+1.47%

Average Drawdown

Average peak-to-trough decline

-1.93%

-4.88%

+2.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.00%

1.42%

-0.42%

Volatility

URINX vs. FHNDX - Volatility Comparison

The current volatility for USAA Target Retirement Income Fund (URINX) is 2.30%, while Fidelity Freedom Blend 2020 Fund Class K6 (FHNDX) has a volatility of 3.17%. This indicates that URINX experiences smaller price fluctuations and is considered to be less risky than FHNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


URINXFHNDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.30%

3.17%

-0.87%

Volatility (6M)

Calculated over the trailing 6-month period

3.69%

4.98%

-1.29%

Volatility (1Y)

Calculated over the trailing 1-year period

5.99%

8.30%

-2.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.22%

8.88%

-2.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.78%

9.73%

-3.95%