VFIFX vs. FNSBX
Compare and contrast key facts about Vanguard Target Retirement 2050 Fund (VFIFX) and Fidelity Freedom 2050 Fund Class K (FNSBX).
VFIFX is managed by Vanguard. It was launched on Jun 7, 2006. FNSBX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
VFIFX vs. FNSBX - Performance Comparison
Loading graphics...
VFIFX vs. FNSBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFIFX Vanguard Target Retirement 2050 Fund | -3.95% | 21.42% | 14.45% | 20.39% | -17.48% | 16.42% | 16.40% | 24.99% | -7.89% | 5.60% |
FNSBX Fidelity Freedom 2050 Fund Class K | -3.40% | 23.79% | 14.17% | 20.64% | -18.25% | 16.67% | 18.43% | 25.49% | -8.83% | 7.36% |
Returns By Period
In the year-to-date period, VFIFX achieves a -3.95% return, which is significantly lower than FNSBX's -3.40% 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%
FNSBX
- 1D
- -0.32%
- 1M
- -9.09%
- YTD
- -3.40%
- 6M
- 0.16%
- 1Y
- 19.49%
- 3Y*
- 15.43%
- 5Y*
- 8.23%
- 10Y*
- —
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. FNSBX - Expense Ratio Comparison
VFIFX has a 0.08% expense ratio, which is lower than FNSBX's 0.65% expense ratio.
Return for Risk
VFIFX vs. FNSBX — Risk / Return Rank
VFIFX
FNSBX
VFIFX vs. FNSBX - 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 Class K (FNSBX). 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.
| VFIFX | FNSBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.23 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.76 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.47 | +0.01 |
Martin ratioReturn relative to average drawdown | 6.86 | 6.70 | +0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VFIFX | FNSBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.23 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.56 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.63 | -0.16 |
Correlation
The correlation between VFIFX and FNSBX 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. FNSBX - Dividend Comparison
VFIFX's dividend yield for the trailing twelve months is around 2.18%, less than FNSBX's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FNSBX Fidelity Freedom 2050 Fund Class K | 4.30% | 4.15% | 2.13% | 1.92% | 11.92% | 11.83% | 4.99% | 6.57% | 7.80% | 2.86% | 0.00% | 0.00% |
Drawdowns
VFIFX vs. FNSBX - Drawdown Comparison
The maximum VFIFX drawdown since its inception was -51.68%, which is greater than FNSBX's maximum drawdown of -30.88%. Use the drawdown chart below to compare losses from any high point for VFIFX and FNSBX.
Loading graphics...
Drawdown Indicators
| VFIFX | FNSBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.68% | -30.88% | -20.80% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -11.16% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -25.40% | -27.28% | +1.88% |
Max Drawdown (10Y)Largest decline over 10 years | -31.36% | — | — |
Current DrawdownCurrent decline from peak | -8.87% | -9.66% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -5.69% | -1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 2.58% | -0.31% |
Volatility
VFIFX vs. FNSBX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2050 Fund (VFIFX) is 4.70%, while Fidelity Freedom 2050 Fund Class K (FNSBX) has a volatility of 5.55%. This indicates that VFIFX experiences smaller price fluctuations and is considered to be less risky than FNSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VFIFX | FNSBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.70% | 5.55% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 9.43% | -0.90% |
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% | 14.85% | -0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.05% | 15.95% | -0.90% |