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VFFVX vs. FDEEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VFFVX vs. FDEEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Target Retirement 2055 Fund (VFFVX) and Fidelity Freedom 2055 Fund (FDEEX). The values are adjusted to include any dividend payments, if applicable.

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VFFVX vs. FDEEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VFFVX
Vanguard Target Retirement 2055 Fund
-1.45%21.44%14.50%20.39%-17.48%16.44%16.33%24.98%-7.88%21.39%
FDEEX
Fidelity Freedom 2055 Fund
-0.48%23.74%14.02%20.55%-19.19%16.57%18.26%25.35%-8.92%22.32%

Returns By Period

In the year-to-date period, VFFVX achieves a -1.45% return, which is significantly lower than FDEEX's -0.48% return. Both investments have delivered pretty close results over the past 10 years, with VFFVX having a 10.78% annualized return and FDEEX not far ahead at 11.10%.


VFFVX

1D
2.63%
1M
-5.56%
YTD
-1.45%
6M
1.16%
1Y
19.94%
3Y*
15.66%
5Y*
8.43%
10Y*
10.78%

FDEEX

1D
3.14%
1M
-5.78%
YTD
-0.48%
6M
2.99%
1Y
22.53%
3Y*
16.48%
5Y*
8.29%
10Y*
11.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VFFVX vs. FDEEX - Expense Ratio Comparison

VFFVX has a 0.08% expense ratio, which is lower than FDEEX's 0.75% expense ratio.


Return for Risk

VFFVX vs. FDEEX — Risk / Return Rank

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

VFFVX
VFFVX Risk / Return Rank: 7878
Overall Rank
VFFVX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
VFFVX Sortino Ratio Rank: 7777
Sortino Ratio Rank
VFFVX Omega Ratio Rank: 7575
Omega Ratio Rank
VFFVX Calmar Ratio Rank: 8080
Calmar Ratio Rank
VFFVX Martin Ratio Rank: 8585
Martin Ratio Rank

FDEEX
FDEEX Risk / Return Rank: 8181
Overall Rank
FDEEX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FDEEX Sortino Ratio Rank: 7979
Sortino Ratio Rank
FDEEX Omega Ratio Rank: 7878
Omega Ratio Rank
FDEEX Calmar Ratio Rank: 8383
Calmar Ratio Rank
FDEEX Martin Ratio Rank: 8686
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.

VFFVX vs. FDEEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2055 Fund (VFFVX) and Fidelity Freedom 2055 Fund (FDEEX). 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.


VFFVXFDEEXDifference

Sharpe ratio

Return per unit of total volatility

1.36

1.43

-0.07

Sortino ratio

Return per unit of downside risk

1.96

2.03

-0.08

Omega ratio

Gain probability vs. loss probability

1.29

1.31

-0.02

Calmar ratio

Return relative to maximum drawdown

1.93

2.05

-0.12

Martin ratio

Return relative to average drawdown

8.76

9.03

-0.27

VFFVX vs. FDEEX - Sharpe Ratio Comparison

The current VFFVX Sharpe Ratio is 1.36, which is comparable to the FDEEX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of VFFVX and FDEEX, 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


VFFVXFDEEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.36

1.43

-0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.56

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.73

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

0.63

+0.08

Correlation

The correlation between VFFVX and FDEEX is 0.98, 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

VFFVX vs. FDEEX - Dividend Comparison

VFFVX's dividend yield for the trailing twelve months is around 2.11%, less than FDEEX's 3.89% yield.


TTM20252024202320222021202020192018201720162015
VFFVX
Vanguard Target Retirement 2055 Fund
2.11%2.08%2.31%2.18%2.19%10.03%1.82%2.15%2.35%1.83%1.99%1.98%
FDEEX
Fidelity Freedom 2055 Fund
3.89%3.87%1.73%1.91%10.33%11.20%4.20%6.23%6.68%3.59%3.52%4.99%

Drawdowns

VFFVX vs. FDEEX - Drawdown Comparison

The maximum VFFVX drawdown since its inception was -31.40%, roughly equal to the maximum FDEEX drawdown of -31.00%. Use the drawdown chart below to compare losses from any high point for VFFVX and FDEEX.


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Drawdown Indicators


VFFVXFDEEXDifference

Max Drawdown

Largest peak-to-trough decline

-31.40%

-31.00%

-0.40%

Max Drawdown (1Y)

Largest decline over 1 year

-10.52%

-11.17%

+0.65%

Max Drawdown (5Y)

Largest decline over 5 years

-25.39%

-27.34%

+1.95%

Max Drawdown (10Y)

Largest decline over 10 years

-31.40%

-31.00%

-0.40%

Current Drawdown

Current decline from peak

-6.54%

-6.95%

+0.41%

Average Drawdown

Average peak-to-trough decline

-4.18%

-4.88%

+0.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.32%

2.54%

-0.22%

Volatility

VFFVX vs. FDEEX - Volatility Comparison

The current volatility for Vanguard Target Retirement 2055 Fund (VFFVX) is 5.60%, while Fidelity Freedom 2055 Fund (FDEEX) has a volatility of 6.69%. This indicates that VFFVX experiences smaller price fluctuations and is considered to be less risky than FDEEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VFFVXFDEEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.60%

6.69%

-1.09%

Volatility (6M)

Calculated over the trailing 6-month period

8.97%

10.02%

-1.05%

Volatility (1Y)

Calculated over the trailing 1-year period

15.01%

16.22%

-1.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.12%

14.90%

-0.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.06%

15.31%

-0.25%