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VLXVX vs. FDFPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VLXVX vs. FDFPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Target Retirement 2065 Fund (VLXVX) and Fidelity Flex Freedom Blend 2065 Fund (FDFPX). The values are adjusted to include any dividend payments, if applicable.

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VLXVX vs. FDFPX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
VLXVX
Vanguard Target Retirement 2065 Fund
-3.97%21.44%14.37%20.40%-17.41%16.46%16.18%8.29%
FDFPX
Fidelity Flex Freedom Blend 2065 Fund
-3.52%22.81%17.81%20.93%-18.57%16.84%18.54%9.17%

Returns By Period

In the year-to-date period, VLXVX achieves a -3.97% return, which is significantly lower than FDFPX's -3.52% return.


VLXVX

1D
-0.29%
1M
-8.48%
YTD
-3.97%
6M
-1.02%
1Y
17.25%
3Y*
14.62%
5Y*
8.12%
10Y*

FDFPX

1D
-0.34%
1M
-8.98%
YTD
-3.52%
6M
-0.10%
1Y
18.49%
3Y*
16.30%
5Y*
8.83%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VLXVX vs. FDFPX - Expense Ratio Comparison

VLXVX has a 0.08% expense ratio, which is higher than FDFPX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

VLXVX vs. FDFPX — Risk / Return Rank

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

VLXVX
VLXVX Risk / Return Rank: 6969
Overall Rank
VLXVX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VLXVX Sortino Ratio Rank: 6969
Sortino Ratio Rank
VLXVX Omega Ratio Rank: 6868
Omega Ratio Rank
VLXVX Calmar Ratio Rank: 6666
Calmar Ratio Rank
VLXVX Martin Ratio Rank: 7272
Martin Ratio Rank

FDFPX
FDFPX Risk / Return Rank: 6767
Overall Rank
FDFPX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
FDFPX Sortino Ratio Rank: 6868
Sortino Ratio Rank
FDFPX Omega Ratio Rank: 6767
Omega Ratio Rank
FDFPX Calmar Ratio Rank: 6565
Calmar Ratio Rank
FDFPX Martin Ratio Rank: 7171
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.

VLXVX vs. FDFPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2065 Fund (VLXVX) and Fidelity Flex Freedom Blend 2065 Fund (FDFPX). 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.


VLXVXFDFPXDifference

Sharpe ratio

Return per unit of total volatility

1.17

1.16

+0.01

Sortino ratio

Return per unit of downside risk

1.69

1.68

+0.02

Omega ratio

Gain probability vs. loss probability

1.25

1.25

0.00

Calmar ratio

Return relative to maximum drawdown

1.48

1.47

+0.01

Martin ratio

Return relative to average drawdown

6.82

6.74

+0.08

VLXVX vs. FDFPX - Sharpe Ratio Comparison

The current VLXVX Sharpe Ratio is 1.17, which is comparable to the FDFPX Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of VLXVX and FDFPX, 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


VLXVXFDFPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.17

1.16

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.59

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.67

-0.05

Correlation

The correlation between VLXVX and FDFPX is 0.97, 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

VLXVX vs. FDFPX - Dividend Comparison

VLXVX's dividend yield for the trailing twelve months is around 2.08%, less than FDFPX's 2.98% yield.


TTM202520242023202220212020201920182017
VLXVX
Vanguard Target Retirement 2065 Fund
2.08%2.00%2.11%2.06%2.00%1.93%1.60%1.90%1.85%0.78%
FDFPX
Fidelity Flex Freedom Blend 2065 Fund
2.98%2.87%6.56%2.22%5.41%8.52%5.38%3.19%0.00%0.00%

Drawdowns

VLXVX vs. FDFPX - Drawdown Comparison

The maximum VLXVX drawdown since its inception was -31.42%, roughly equal to the maximum FDFPX drawdown of -31.22%. Use the drawdown chart below to compare losses from any high point for VLXVX and FDFPX.


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Drawdown Indicators


VLXVXFDFPXDifference

Max Drawdown

Largest peak-to-trough decline

-31.42%

-31.22%

-0.20%

Max Drawdown (1Y)

Largest decline over 1 year

-10.52%

-11.32%

+0.80%

Max Drawdown (5Y)

Largest decline over 5 years

-25.37%

-27.41%

+2.04%

Current Drawdown

Current decline from peak

-8.93%

-9.54%

+0.61%

Average Drawdown

Average peak-to-trough decline

-5.06%

-5.97%

+0.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.29%

2.48%

-0.19%

Volatility

VLXVX vs. FDFPX - Volatility Comparison

The current volatility for Vanguard Target Retirement 2065 Fund (VLXVX) is 4.74%, while Fidelity Flex Freedom Blend 2065 Fund (FDFPX) has a volatility of 5.50%. This indicates that VLXVX experiences smaller price fluctuations and is considered to be less risky than FDFPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VLXVXFDFPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.74%

5.50%

-0.76%

Volatility (6M)

Calculated over the trailing 6-month period

8.59%

9.39%

-0.80%

Volatility (1Y)

Calculated over the trailing 1-year period

14.81%

15.98%

-1.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.08%

14.92%

-0.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.72%

17.20%

-1.48%