FATKX vs. PMTIX
Compare and contrast key facts about Fidelity Freedom 2020 Fund Class K6 (FATKX) and Principal LifeTime 2030 Fund (PMTIX).
FATKX is managed by Fidelity. It was launched on Oct 17, 1996. PMTIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
FATKX vs. PMTIX - Performance Comparison
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FATKX vs. PMTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FATKX Fidelity Freedom 2020 Fund Class K6 | -1.31% | 15.14% | 11.68% | 13.16% | -15.93% | 9.13% | 13.79% | 18.14% | -5.20% | 6.72% |
PMTIX Principal LifeTime 2030 Fund | -3.15% | 13.25% | 12.86% | 15.11% | -16.81% | 12.70% | 14.71% | 22.40% | -7.45% | 8.84% |
Returns By Period
In the year-to-date period, FATKX achieves a -1.31% return, which is significantly higher than PMTIX's -3.15% return.
FATKX
- 1D
- 0.13%
- 1M
- -5.29%
- YTD
- -1.31%
- 6M
- 0.80%
- 1Y
- 11.75%
- 3Y*
- 10.88%
- 5Y*
- 5.21%
- 10Y*
- —
PMTIX
- 1D
- 0.00%
- 1M
- -5.66%
- YTD
- -3.15%
- 6M
- -1.49%
- 1Y
- 9.21%
- 3Y*
- 10.71%
- 5Y*
- 5.31%
- 10Y*
- 8.05%
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FATKX vs. PMTIX - Expense Ratio Comparison
FATKX has a 0.42% expense ratio, which is higher than PMTIX's 0.01% expense ratio.
Return for Risk
FATKX vs. PMTIX — Risk / Return Rank
FATKX
PMTIX
FATKX vs. PMTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2020 Fund Class K6 (FATKX) and Principal LifeTime 2030 Fund (PMTIX). 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.
| FATKX | PMTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 0.95 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.01 | 1.41 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.20 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.12 | +0.68 |
Martin ratioReturn relative to average drawdown | 7.85 | 5.30 | +2.56 |
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
| FATKX | PMTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 0.95 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.51 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.47 | +0.28 |
Correlation
The correlation between FATKX and PMTIX is 0.95, 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
FATKX vs. PMTIX - Dividend Comparison
FATKX's dividend yield for the trailing twelve months is around 7.80%, less than PMTIX's 10.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATKX Fidelity Freedom 2020 Fund Class K6 | 7.80% | 7.70% | 8.73% | 2.94% | 10.06% | 12.30% | 6.93% | 6.79% | 7.43% | 3.18% | 0.00% | 0.00% |
PMTIX Principal LifeTime 2030 Fund | 10.01% | 9.69% | 9.60% | 4.26% | 10.05% | 8.87% | 6.37% | 6.49% | 8.21% | 5.87% | 3.97% | 9.44% |
Drawdowns
FATKX vs. PMTIX - Drawdown Comparison
The maximum FATKX drawdown since its inception was -22.44%, smaller than the maximum PMTIX drawdown of -52.14%. Use the drawdown chart below to compare losses from any high point for FATKX and PMTIX.
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Drawdown Indicators
| FATKX | PMTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.44% | -52.14% | +29.70% |
Max Drawdown (1Y)Largest decline over 1 year | -6.16% | -7.49% | +1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -22.44% | -23.05% | +0.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.87% | — |
Current DrawdownCurrent decline from peak | -5.35% | -5.85% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -6.83% | +2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 1.59% | -0.17% |
Volatility
FATKX vs. PMTIX - Volatility Comparison
Fidelity Freedom 2020 Fund Class K6 (FATKX) and Principal LifeTime 2030 Fund (PMTIX) have volatilities of 3.19% and 3.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FATKX | PMTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.19% | 3.33% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 4.98% | 5.61% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.28% | 9.78% | -1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.93% | 10.53% | -1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.28% | 11.19% | -1.91% |