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VLXVX vs. FFBSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VLXVX and FFBSX 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.


-0.50.00.51.01.0

Performance

VLXVX vs. FFBSX - Performance Comparison

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

-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%AugustSeptemberOctoberNovemberDecember2025
4.46%
2.87%
VLXVX
FFBSX

Key characteristics

Sharpe Ratio

VLXVX:

1.75

FFBSX:

1.47

Sortino Ratio

VLXVX:

2.38

FFBSX:

2.04

Omega Ratio

VLXVX:

1.32

FFBSX:

1.27

Calmar Ratio

VLXVX:

2.66

FFBSX:

1.47

Martin Ratio

VLXVX:

10.07

FFBSX:

7.82

Ulcer Index

VLXVX:

1.87%

FFBSX:

2.21%

Daily Std Dev

VLXVX:

10.75%

FFBSX:

11.72%

Max Drawdown

VLXVX:

-31.42%

FFBSX:

-31.65%

Current Drawdown

VLXVX:

-2.25%

FFBSX:

-3.46%

Returns By Period

In the year-to-date period, VLXVX achieves a 1.55% return, which is significantly lower than FFBSX's 2.05% return.


VLXVX

YTD

1.55%

1M

1.10%

6M

4.28%

1Y

16.99%

5Y*

8.84%

10Y*

N/A

FFBSX

YTD

2.05%

1M

0.53%

6M

2.72%

1Y

15.49%

5Y*

6.26%

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.


VLXVX vs. FFBSX - Expense Ratio Comparison

VLXVX has a 0.08% expense ratio, which is lower than FFBSX's 0.49% expense ratio.


FFBSX
Fidelity Freedom Blend 2065 Fund
Expense ratio chart for FFBSX: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%
Expense ratio chart for VLXVX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Risk-Adjusted Performance

VLXVX vs. FFBSX — Risk-Adjusted Performance Rank

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

VLXVX
The Risk-Adjusted Performance Rank of VLXVX is 8383
Overall Rank
The Sharpe Ratio Rank of VLXVX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of VLXVX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of VLXVX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of VLXVX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of VLXVX is 8585
Martin Ratio Rank

FFBSX
The Risk-Adjusted Performance Rank of FFBSX is 7272
Overall Rank
The Sharpe Ratio Rank of FFBSX is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of FFBSX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of FFBSX is 6868
Omega Ratio Rank
The Calmar Ratio Rank of FFBSX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of FFBSX is 7575
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.

VLXVX vs. FFBSX - Risk-Adjusted Performance Comparison

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


Sharpe ratio
The chart of Sharpe ratio for VLXVX, currently valued at 1.75, compared to the broader market-1.000.001.002.003.004.001.751.47
The chart of Sortino ratio for VLXVX, currently valued at 2.38, compared to the broader market0.005.0010.002.382.04
The chart of Omega ratio for VLXVX, currently valued at 1.32, compared to the broader market1.002.003.004.001.321.27
The chart of Calmar ratio for VLXVX, currently valued at 2.66, compared to the broader market0.005.0010.0015.0020.002.661.47
The chart of Martin ratio for VLXVX, currently valued at 10.07, compared to the broader market0.0020.0040.0060.0080.0010.077.82
VLXVX
FFBSX

The current VLXVX Sharpe Ratio is 1.75, which is comparable to the FFBSX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of VLXVX and FFBSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.75
1.47
VLXVX
FFBSX

Dividends

VLXVX vs. FFBSX - Dividend Comparison

VLXVX's dividend yield for the trailing twelve months is around 2.04%, more than FFBSX's 1.57% yield.


TTM20242023202220212020201920182017
VLXVX
Vanguard Target Retirement 2065 Fund
2.04%2.07%2.06%2.00%1.70%1.45%1.90%1.85%0.78%
FFBSX
Fidelity Freedom Blend 2065 Fund
1.57%1.60%1.55%2.24%2.20%1.06%1.59%0.00%0.00%

Drawdowns

VLXVX vs. FFBSX - Drawdown Comparison

The maximum VLXVX drawdown since its inception was -31.42%, roughly equal to the maximum FFBSX drawdown of -31.65%. Use the drawdown chart below to compare losses from any high point for VLXVX and FFBSX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-2.25%
-3.46%
VLXVX
FFBSX

Volatility

VLXVX vs. FFBSX - Volatility Comparison

The current volatility for Vanguard Target Retirement 2065 Fund (VLXVX) is 4.01%, while Fidelity Freedom Blend 2065 Fund (FFBSX) has a volatility of 4.54%. This indicates that VLXVX experiences smaller price fluctuations and is considered to be less risky than FFBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%AugustSeptemberOctoberNovemberDecember2025
4.01%
4.54%
VLXVX
FFBSX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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