URTRX vs. FJAVX
Compare and contrast key facts about USAA Target Retirement 2030 Fund (URTRX) and Fidelity Advisor Freedom Blend 2010 Fund Class Z (FJAVX).
URTRX is managed by Victory. It was launched on Jul 30, 2008. FJAVX is managed by Fidelity. It was launched on Aug 31, 2018.
Performance
URTRX vs. FJAVX - Performance Comparison
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URTRX vs. FJAVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
URTRX USAA Target Retirement 2030 Fund | 0.98% | 14.78% | 8.09% | 13.98% | -13.23% | 12.23% | 9.25% | 17.13% | -8.37% |
FJAVX Fidelity Advisor Freedom Blend 2010 Fund Class Z | 0.65% | 11.20% | 5.09% | 9.81% | -13.53% | 5.29% | 10.74% | 14.50% | -4.53% |
Returns By Period
In the year-to-date period, URTRX achieves a 0.98% return, which is significantly higher than FJAVX's 0.65% return.
URTRX
- 1D
- 0.60%
- 1M
- -1.62%
- YTD
- 0.98%
- 6M
- 2.87%
- 1Y
- 14.06%
- 3Y*
- 11.05%
- 5Y*
- 5.88%
- 10Y*
- 7.55%
FJAVX
- 1D
- 0.28%
- 1M
- -1.36%
- YTD
- 0.65%
- 6M
- 1.78%
- 1Y
- 9.19%
- 3Y*
- 7.39%
- 5Y*
- 3.07%
- 10Y*
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URTRX vs. FJAVX - Expense Ratio Comparison
URTRX has a 0.03% expense ratio, which is lower than FJAVX's 0.31% expense ratio.
Return for Risk
URTRX vs. FJAVX — Risk / Return Rank
URTRX
FJAVX
URTRX vs. FJAVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Target Retirement 2030 Fund (URTRX) and Fidelity Advisor Freedom Blend 2010 Fund Class Z (FJAVX). 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.
| URTRX | FJAVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.68 | -0.05 |
Sortino ratioReturn per unit of downside risk | 2.31 | 2.36 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.34 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 2.44 | -0.22 |
Martin ratioReturn relative to average drawdown | 10.18 | 9.49 | +0.70 |
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
| URTRX | FJAVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.68 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.49 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.72 | -0.14 |
Correlation
The correlation between URTRX and FJAVX is 0.87, 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
URTRX vs. FJAVX - Dividend Comparison
URTRX's dividend yield for the trailing twelve months is around 6.71%, more than FJAVX's 3.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URTRX USAA Target Retirement 2030 Fund | 6.71% | 6.78% | 3.16% | 4.24% | 9.53% | 7.66% | 4.53% | 11.43% | 8.54% | 8.10% | 4.06% | 2.80% |
FJAVX Fidelity Advisor Freedom Blend 2010 Fund Class Z | 3.04% | 3.06% | 2.88% | 2.18% | 5.41% | 6.08% | 3.49% | 2.27% | 1.99% | 0.00% | 0.00% | 0.00% |
Drawdowns
URTRX vs. FJAVX - Drawdown Comparison
The maximum URTRX drawdown since its inception was -34.10%, which is greater than FJAVX's maximum drawdown of -18.62%. Use the drawdown chart below to compare losses from any high point for URTRX and FJAVX.
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Drawdown Indicators
| URTRX | FJAVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.10% | -18.62% | -15.48% |
Max Drawdown (1Y)Largest decline over 1 year | -5.29% | -3.95% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -19.52% | -18.62% | -0.90% |
Max Drawdown (10Y)Largest decline over 10 years | -23.56% | — | — |
Current DrawdownCurrent decline from peak | -3.26% | -2.51% | -0.75% |
Average DrawdownAverage peak-to-trough decline | -4.19% | -4.01% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 1.01% | +0.43% |
Volatility
URTRX vs. FJAVX - Volatility Comparison
USAA Target Retirement 2030 Fund (URTRX) has a higher volatility of 3.47% compared to Fidelity Advisor Freedom Blend 2010 Fund Class Z (FJAVX) at 2.55%. This indicates that URTRX's price experiences larger fluctuations and is considered to be riskier than FJAVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| URTRX | FJAVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 2.55% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 5.48% | 3.59% | +1.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.91% | 5.57% | +3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.67% | 6.35% | +3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.33% | 6.71% | +3.62% |