FATWX vs. LTIUX
Compare and contrast key facts about Fidelity Advisor Freedom 2025 Fund Class A (FATWX) and Principal LifeTime 2035 Fund (LTIUX).
FATWX is managed by Fidelity. It was launched on Nov 6, 2003. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FATWX vs. LTIUX - Performance Comparison
Loading graphics...
FATWX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FATWX Fidelity Advisor Freedom 2025 Fund Class A | -0.37% | 15.82% | 7.64% | 13.18% | -16.27% | 9.60% | 13.89% | 20.00% | -5.70% | 14.98% |
LTIUX Principal LifeTime 2035 Fund | -1.66% | 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, FATWX achieves a -0.37% return, which is significantly higher than LTIUX's -1.66% return. Over the past 10 years, FATWX has underperformed LTIUX with an annualized return of 7.36%, while LTIUX has yielded a comparatively higher 8.91% annualized return.
FATWX
- 1D
- 1.82%
- 1M
- -4.00%
- YTD
- -0.37%
- 6M
- 1.34%
- 1Y
- 12.97%
- 3Y*
- 10.14%
- 5Y*
- 4.53%
- 10Y*
- 7.36%
LTIUX
- 1D
- 2.11%
- 1M
- -3.97%
- YTD
- -1.66%
- 6M
- -0.15%
- 1Y
- 11.84%
- 3Y*
- 12.40%
- 5Y*
- 6.02%
- 10Y*
- 8.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FATWX vs. LTIUX - Expense Ratio Comparison
FATWX has a 0.87% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
FATWX vs. LTIUX — Risk / Return Rank
FATWX
LTIUX
FATWX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2025 Fund Class A (FATWX) 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.
| FATWX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.08 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.61 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.46 | +0.44 |
Martin ratioReturn relative to average drawdown | 7.95 | 6.81 | +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. | |||
Loading graphics...
Sharpe Ratios by Period
| FATWX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.08 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.51 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.72 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.45 | +0.01 |
Correlation
The correlation between FATWX and LTIUX 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
FATWX vs. LTIUX - Dividend Comparison
FATWX's dividend yield for the trailing twelve months is around 7.72%, less than LTIUX's 9.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATWX Fidelity Advisor Freedom 2025 Fund Class A | 7.72% | 7.69% | 3.79% | 1.91% | 9.50% | 9.22% | 6.11% | 6.43% | 9.56% | 4.08% | 4.42% | 5.02% |
LTIUX Principal LifeTime 2035 Fund | 9.18% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
FATWX vs. LTIUX - Drawdown Comparison
The maximum FATWX drawdown since its inception was -49.44%, roughly equal to the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for FATWX and LTIUX.
Loading graphics...
Drawdown Indicators
| FATWX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.44% | -49.65% | +0.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.13% | -8.44% | +1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -23.85% | -24.23% | +0.38% |
Max Drawdown (10Y)Largest decline over 10 years | -23.85% | -28.12% | +4.27% |
Current DrawdownCurrent decline from peak | -4.68% | -4.60% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -5.81% | -6.76% | +0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 1.80% | -0.10% |
Volatility
FATWX vs. LTIUX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2025 Fund Class A (FATWX) is 4.19%, while Principal LifeTime 2035 Fund (LTIUX) has a volatility of 4.44%. This indicates that FATWX experiences smaller price fluctuations and is considered to be less risky than LTIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FATWX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 4.44% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 6.05% | 6.70% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.77% | 11.29% | -1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.85% | 11.83% | -1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.12% | 12.47% | -2.35% |