FATHX vs. LTIUX
Compare and contrast key facts about Fidelity Advisor Freedom 2035 Fund Class A (FATHX) and Principal LifeTime 2035 Fund (LTIUX).
FATHX is managed by Fidelity. It was launched on Nov 6, 2003. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FATHX vs. LTIUX - Performance Comparison
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FATHX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FATHX Fidelity Advisor Freedom 2035 Fund Class A | -2.74% | 18.40% | 10.45% | 16.36% | -17.73% | 13.68% | 16.19% | 25.46% | -8.02% | 20.08% |
LTIUX Principal LifeTime 2035 Fund | -3.69% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
Returns By Period
In the year-to-date period, FATHX achieves a -2.74% return, which is significantly higher than LTIUX's -3.69% return. Over the past 10 years, FATHX has outperformed LTIUX with an annualized return of 9.22%, while LTIUX has yielded a comparatively lower 8.68% annualized return.
FATHX
- 1D
- 0.00%
- 1M
- -7.30%
- YTD
- -2.74%
- 6M
- -0.39%
- 1Y
- 13.91%
- 3Y*
- 11.84%
- 5Y*
- 5.82%
- 10Y*
- 9.22%
LTIUX
- 1D
- -0.08%
- 1M
- -6.37%
- YTD
- -3.69%
- 6M
- -1.87%
- 1Y
- 9.88%
- 3Y*
- 11.62%
- 5Y*
- 5.83%
- 10Y*
- 8.68%
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FATHX vs. LTIUX - Expense Ratio Comparison
FATHX has a 0.96% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
FATHX vs. LTIUX — Risk / Return Rank
FATHX
LTIUX
FATHX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2035 Fund Class A (FATHX) and Principal LifeTime 2035 Fund (LTIUX). 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.
| FATHX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.90 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.34 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.06 | +0.41 |
Martin ratioReturn relative to average drawdown | 6.44 | 5.01 | +1.43 |
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
| FATHX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.90 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.50 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.70 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.45 | -0.02 |
Correlation
The correlation between FATHX and LTIUX 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
FATHX vs. LTIUX - Dividend Comparison
FATHX's dividend yield for the trailing twelve months is around 7.50%, less than LTIUX's 9.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATHX Fidelity Advisor Freedom 2035 Fund Class A | 7.50% | 7.30% | 3.19% | 1.48% | 9.82% | 9.38% | 6.04% | 7.14% | 11.79% | 4.12% | 4.69% | 5.12% |
LTIUX Principal LifeTime 2035 Fund | 9.37% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
FATHX vs. LTIUX - Drawdown Comparison
The maximum FATHX drawdown since its inception was -54.71%, which is greater than LTIUX's maximum drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for FATHX and LTIUX.
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Drawdown Indicators
| FATHX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.71% | -49.65% | -5.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -8.44% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -26.13% | -24.23% | -1.90% |
Max Drawdown (10Y)Largest decline over 10 years | -29.22% | -28.12% | -1.10% |
Current DrawdownCurrent decline from peak | -7.57% | -6.57% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -7.30% | -6.76% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 1.78% | +0.20% |
Volatility
FATHX vs. LTIUX - Volatility Comparison
Fidelity Advisor Freedom 2035 Fund Class A (FATHX) has a higher volatility of 4.35% compared to Principal LifeTime 2035 Fund (LTIUX) at 3.74%. This indicates that FATHX's price experiences larger fluctuations and is considered to be riskier than LTIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FATHX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 3.74% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 7.08% | 6.37% | +0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.92% | 11.12% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.29% | 11.79% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.61% | 12.45% | +1.16% |