VWNAX vs. FNSBX
Compare and contrast key facts about Vanguard Windsor II Fund Admiral Shares (VWNAX) and Fidelity Freedom 2050 Fund Class K (FNSBX).
VWNAX is managed by Vanguard. It was launched on May 14, 2001. FNSBX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
VWNAX vs. FNSBX - Performance Comparison
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VWNAX vs. FNSBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWNAX Vanguard Windsor II Fund Admiral Shares | -1.09% | 18.64% | 13.99% | 21.10% | -13.18% | 28.95% | 14.49% | 29.16% | -8.57% | 6.00% |
FNSBX Fidelity Freedom 2050 Fund Class K | -0.43% | 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, VWNAX achieves a -1.09% return, which is significantly lower than FNSBX's -0.43% return.
VWNAX
- 1D
- 2.24%
- 1M
- -5.09%
- YTD
- -1.09%
- 6M
- 2.98%
- 1Y
- 17.97%
- 3Y*
- 15.67%
- 5Y*
- 9.99%
- 10Y*
- 12.34%
FNSBX
- 1D
- 3.07%
- 1M
- -5.74%
- YTD
- -0.43%
- 6M
- 3.05%
- 1Y
- 22.54%
- 3Y*
- 16.61%
- 5Y*
- 8.62%
- 10Y*
- —
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VWNAX vs. FNSBX - Expense Ratio Comparison
VWNAX has a 0.26% expense ratio, which is lower than FNSBX's 0.65% expense ratio.
Return for Risk
VWNAX vs. FNSBX — Risk / Return Rank
VWNAX
FNSBX
VWNAX vs. FNSBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Admiral Shares (VWNAX) 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.
| VWNAX | FNSBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.45 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.60 | 2.05 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.89 | -0.31 |
Martin ratioReturn relative to average drawdown | 7.23 | 8.38 | -1.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VWNAX | FNSBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.45 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.58 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.65 | -0.20 |
Correlation
The correlation between VWNAX and FNSBX is 0.92, 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
VWNAX vs. FNSBX - Dividend Comparison
VWNAX's dividend yield for the trailing twelve months is around 11.68%, more than FNSBX's 4.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNAX Vanguard Windsor II Fund Admiral Shares | 11.68% | 11.55% | 10.59% | 5.19% | 7.36% | 7.92% | 7.39% | 10.15% | 11.48% | 7.38% | 8.17% | 8.05% |
FNSBX Fidelity Freedom 2050 Fund Class K | 4.17% | 4.15% | 2.13% | 1.92% | 11.92% | 11.83% | 4.99% | 6.57% | 7.80% | 2.86% | 0.00% | 0.00% |
Drawdowns
VWNAX vs. FNSBX - Drawdown Comparison
The maximum VWNAX drawdown since its inception was -57.51%, which is greater than FNSBX's maximum drawdown of -30.88%. Use the drawdown chart below to compare losses from any high point for VWNAX and FNSBX.
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Drawdown Indicators
| VWNAX | FNSBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.51% | -30.88% | -26.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -11.16% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -22.70% | -27.28% | +4.58% |
Max Drawdown (10Y)Largest decline over 10 years | -37.42% | — | — |
Current DrawdownCurrent decline from peak | -5.78% | -6.89% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -5.69% | -3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.52% | +0.08% |
Volatility
VWNAX vs. FNSBX - Volatility Comparison
The current volatility for Vanguard Windsor II Fund Admiral Shares (VWNAX) is 4.57%, while Fidelity Freedom 2050 Fund Class K (FNSBX) has a volatility of 6.55%. This indicates that VWNAX 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.
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Volatility by Period
| VWNAX | FNSBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 6.55% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 8.89% | 9.89% | -1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.77% | 16.16% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.05% | 14.91% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 15.98% | +2.42% |