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VFFVX vs. FNSDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VFFVX vs. FNSDX - 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 Class K (FNSDX). The values are adjusted to include any dividend payments, if applicable.

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VFFVX vs. FNSDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VFFVX
Vanguard Target Retirement 2055 Fund
-0.45%21.44%14.50%20.39%-17.48%16.44%16.33%24.98%-7.88%7.62%
FNSDX
Fidelity Freedom 2055 Fund Class K
0.64%23.81%14.18%20.65%-18.23%16.65%18.34%25.58%-8.85%7.42%

Returns By Period

In the year-to-date period, VFFVX achieves a -0.45% return, which is significantly lower than FNSDX's 0.64% return.


VFFVX

1D
1.01%
1M
-2.78%
YTD
-0.45%
6M
2.01%
1Y
20.52%
3Y*
16.04%
5Y*
8.65%
10Y*
10.89%

FNSDX

1D
1.12%
1M
-2.58%
YTD
0.64%
6M
3.82%
1Y
23.27%
3Y*
17.02%
5Y*
8.85%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VFFVX vs. FNSDX - Expense Ratio Comparison

VFFVX has a 0.08% expense ratio, which is lower than FNSDX's 0.65% expense ratio.


Return for Risk

VFFVX vs. FNSDX — Risk / Return Rank

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

VFFVX
VFFVX Risk / Return Rank: 7474
Overall Rank
VFFVX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
VFFVX Sortino Ratio Rank: 7272
Sortino Ratio Rank
VFFVX Omega Ratio Rank: 7070
Omega Ratio Rank
VFFVX Calmar Ratio Rank: 7575
Calmar Ratio Rank
VFFVX Martin Ratio Rank: 8181
Martin Ratio Rank

FNSDX
FNSDX Risk / Return Rank: 7777
Overall Rank
FNSDX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
FNSDX Sortino Ratio Rank: 7676
Sortino Ratio Rank
FNSDX Omega Ratio Rank: 7575
Omega Ratio Rank
FNSDX Calmar Ratio Rank: 7979
Calmar Ratio Rank
FNSDX Martin Ratio Rank: 8383
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. FNSDX - 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 Class K (FNSDX). 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.


VFFVXFNSDXDifference

Sharpe ratio

Return per unit of total volatility

1.41

1.48

-0.07

Sortino ratio

Return per unit of downside risk

2.02

2.10

-0.08

Omega ratio

Gain probability vs. loss probability

1.30

1.31

-0.02

Calmar ratio

Return relative to maximum drawdown

2.05

2.17

-0.13

Martin ratio

Return relative to average drawdown

9.19

9.51

-0.32

VFFVX vs. FNSDX - Sharpe Ratio Comparison

The current VFFVX Sharpe Ratio is 1.41, which is comparable to the FNSDX Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of VFFVX and FNSDX, 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


VFFVXFNSDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.41

1.48

-0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

0.60

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.66

+0.06

Correlation

The correlation between VFFVX and FNSDX 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. FNSDX - Dividend Comparison

VFFVX's dividend yield for the trailing twelve months is around 2.09%, less than FNSDX's 3.85% yield.


TTM20252024202320222021202020192018201720162015
VFFVX
Vanguard Target Retirement 2055 Fund
2.09%2.08%2.31%2.18%2.19%10.03%1.82%2.15%2.35%1.83%1.99%1.98%
FNSDX
Fidelity Freedom 2055 Fund Class K
3.85%3.87%2.13%2.07%11.45%11.27%4.26%6.31%6.79%2.72%0.00%0.00%

Drawdowns

VFFVX vs. FNSDX - Drawdown Comparison

The maximum VFFVX drawdown since its inception was -31.40%, roughly equal to the maximum FNSDX drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for VFFVX and FNSDX.


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Drawdown Indicators


VFFVXFNSDXDifference

Max Drawdown

Largest peak-to-trough decline

-31.40%

-30.95%

-0.45%

Max Drawdown (1Y)

Largest decline over 1 year

-8.93%

-9.76%

+0.83%

Max Drawdown (5Y)

Largest decline over 5 years

-25.39%

-27.31%

+1.92%

Max Drawdown (10Y)

Largest decline over 10 years

-31.40%

Current Drawdown

Current decline from peak

-5.59%

-5.93%

+0.34%

Average Drawdown

Average peak-to-trough decline

-4.18%

-5.70%

+1.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.35%

2.56%

-0.21%

Volatility

VFFVX vs. FNSDX - Volatility Comparison

The current volatility for Vanguard Target Retirement 2055 Fund (VFFVX) is 5.47%, while Fidelity Freedom 2055 Fund Class K (FNSDX) has a volatility of 6.48%. This indicates that VFFVX experiences smaller price fluctuations and is considered to be less risky than FNSDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VFFVXFNSDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.47%

6.48%

-1.01%

Volatility (6M)

Calculated over the trailing 6-month period

9.01%

10.09%

-1.08%

Volatility (1Y)

Calculated over the trailing 1-year period

15.04%

16.27%

-1.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.12%

14.91%

-0.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.06%

15.99%

-0.93%