PortfoliosLab logo
VFFVX vs. FDEEX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VFFVX and FDEEX is 0.80, 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

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.

Loading data...

Key characteristics

Daily Std Dev

VFFVX:

15.20%

FDEEX:

17.41%

Max Drawdown

VFFVX:

-31.40%

FDEEX:

-2.21%

Current Drawdown

VFFVX:

-3.01%

FDEEX:

-2.21%

Returns By Period


VFFVX

YTD

1.83%

1M

6.55%

6M

-0.66%

1Y

9.20%

5Y*

10.67%

10Y*

7.46%

FDEEX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VFFVX vs. FDEEX - Expense Ratio Comparison

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


Risk-Adjusted Performance

VFFVX vs. FDEEX — Risk-Adjusted Performance Rank

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

VFFVX
The Risk-Adjusted Performance Rank of VFFVX is 7171
Overall Rank
The Sharpe Ratio Rank of VFFVX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of VFFVX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of VFFVX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of VFFVX is 7777
Calmar Ratio Rank
The Martin Ratio Rank of VFFVX is 7676
Martin Ratio Rank

FDEEX
The Risk-Adjusted Performance Rank of FDEEX is 6060
Overall Rank
The Sharpe Ratio Rank of FDEEX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of FDEEX is 5656
Sortino Ratio Rank
The Omega Ratio Rank of FDEEX is 5656
Omega Ratio Rank
The Calmar Ratio Rank of FDEEX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of FDEEX is 6464
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.

VFFVX vs. FDEEX - Risk-Adjusted Performance 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.



Loading data...

Dividends

VFFVX vs. FDEEX - Dividend Comparison

VFFVX's dividend yield for the trailing twelve months is around 2.13%, more than FDEEX's 1.10% yield.


TTM20242023202220212020201920182017201620152014
VFFVX
Vanguard Target Retirement 2055 Fund
2.13%2.17%2.18%2.10%2.10%1.60%2.15%2.35%1.83%1.99%1.92%1.73%
FDEEX
Fidelity Freedom 2055 Fund
1.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VFFVX vs. FDEEX - Drawdown Comparison

The maximum VFFVX drawdown since its inception was -31.40%, which is greater than FDEEX's maximum drawdown of -2.21%. Use the drawdown chart below to compare losses from any high point for VFFVX and FDEEX. For additional features, visit the drawdowns tool.


Loading data...

Volatility

VFFVX vs. FDEEX - Volatility Comparison


Loading data...