PortfoliosLab logoPortfoliosLab logo
VFIFX vs. FFFHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VFIFX vs. FFFHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Target Retirement 2050 Fund (VFIFX) and Fidelity Freedom 2050 Fund (FFFHX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

VFIFX vs. FFFHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VFIFX
Vanguard Target Retirement 2050 Fund
-3.95%21.42%14.45%20.39%-17.48%16.42%16.40%24.99%-7.89%19.15%
FFFHX
Fidelity Freedom 2050 Fund
-3.46%23.72%14.11%20.45%-18.29%16.59%18.25%25.33%-8.90%22.29%

Returns By Period

In the year-to-date period, VFIFX achieves a -3.95% return, which is significantly lower than FFFHX's -3.46% return. Over the past 10 years, VFIFX has underperformed FFFHX with an annualized return of 10.29%, while FFFHX has yielded a comparatively higher 10.89% annualized return.


VFIFX

1D
-0.28%
1M
-8.41%
YTD
-3.95%
6M
-1.01%
1Y
17.29%
3Y*
14.65%
5Y*
8.11%
10Y*
10.29%

FFFHX

1D
-0.32%
1M
-9.07%
YTD
-3.46%
6M
0.16%
1Y
19.45%
3Y*
15.32%
5Y*
8.14%
10Y*
10.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


VFIFX vs. FFFHX - Expense Ratio Comparison

VFIFX has a 0.08% expense ratio, which is lower than FFFHX's 0.75% expense ratio.


Return for Risk

VFIFX vs. FFFHX — Risk / Return Rank

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

VFIFX
VFIFX Risk / Return Rank: 6969
Overall Rank
VFIFX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VFIFX Sortino Ratio Rank: 7070
Sortino Ratio Rank
VFIFX Omega Ratio Rank: 6868
Omega Ratio Rank
VFIFX Calmar Ratio Rank: 6666
Calmar Ratio Rank
VFIFX Martin Ratio Rank: 7373
Martin Ratio Rank

FFFHX
FFFHX Risk / Return Rank: 7171
Overall Rank
FFFHX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FFFHX Sortino Ratio Rank: 7171
Sortino Ratio Rank
FFFHX Omega Ratio Rank: 7171
Omega Ratio Rank
FFFHX Calmar Ratio Rank: 6969
Calmar Ratio Rank
FFFHX Martin Ratio Rank: 7474
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.

VFIFX vs. FFFHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2050 Fund (VFIFX) and Fidelity Freedom 2050 Fund (FFFHX). 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.


VFIFXFFFHXDifference

Sharpe ratio

Return per unit of total volatility

1.17

1.22

-0.04

Sortino ratio

Return per unit of downside risk

1.70

1.74

-0.04

Omega ratio

Gain probability vs. loss probability

1.25

1.26

-0.01

Calmar ratio

Return relative to maximum drawdown

1.48

1.57

-0.09

Martin ratio

Return relative to average drawdown

6.86

7.03

-0.16

VFIFX vs. FFFHX - Sharpe Ratio Comparison

The current VFIFX Sharpe Ratio is 1.17, which is comparable to the FFFHX Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of VFIFX and FFFHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


VFIFXFFFHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.17

1.22

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.55

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

0.71

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.43

+0.05

Correlation

The correlation between VFIFX and FFFHX 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

VFIFX vs. FFFHX - Dividend Comparison

VFIFX's dividend yield for the trailing twelve months is around 2.18%, less than FFFHX's 4.29% yield.


TTM20252024202320222021202020192018201720162015
VFIFX
Vanguard Target Retirement 2050 Fund
2.18%2.09%2.26%2.21%2.38%12.83%1.84%2.20%2.51%0.03%2.04%2.36%
FFFHX
Fidelity Freedom 2050 Fund
4.29%4.14%1.86%1.78%11.83%11.76%4.93%6.48%7.69%3.98%4.12%4.16%

Drawdowns

VFIFX vs. FFFHX - Drawdown Comparison

The maximum VFIFX drawdown since its inception was -51.68%, smaller than the maximum FFFHX drawdown of -56.38%. Use the drawdown chart below to compare losses from any high point for VFIFX and FFFHX.


Loading graphics...

Drawdown Indicators


VFIFXFFFHXDifference

Max Drawdown

Largest peak-to-trough decline

-51.68%

-56.38%

+4.70%

Max Drawdown (1Y)

Largest decline over 1 year

-10.52%

-11.14%

+0.62%

Max Drawdown (5Y)

Largest decline over 5 years

-25.40%

-27.39%

+1.99%

Max Drawdown (10Y)

Largest decline over 10 years

-31.36%

-30.91%

-0.45%

Current Drawdown

Current decline from peak

-8.87%

-9.70%

+0.83%

Average Drawdown

Average peak-to-trough decline

-6.93%

-8.89%

+1.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.27%

2.49%

-0.22%

Volatility

VFIFX vs. FFFHX - Volatility Comparison

The current volatility for Vanguard Target Retirement 2050 Fund (VFIFX) is 4.70%, while Fidelity Freedom 2050 Fund (FFFHX) has a volatility of 5.68%. This indicates that VFIFX experiences smaller price fluctuations and is considered to be less risky than FFFHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


VFIFXFFFHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.70%

5.68%

-0.98%

Volatility (6M)

Calculated over the trailing 6-month period

8.53%

9.52%

-0.99%

Volatility (1Y)

Calculated over the trailing 1-year period

14.79%

15.91%

-1.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.07%

14.82%

-0.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.05%

15.28%

-0.23%