FATWX vs. PLWIX
Compare and contrast key facts about Fidelity Advisor Freedom 2025 Fund Class A (FATWX) and Principal LifeTime 2020 Fund (PLWIX).
FATWX is managed by Fidelity. It was launched on Nov 6, 2003. PLWIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
FATWX vs. PLWIX - Performance Comparison
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FATWX vs. PLWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FATWX Fidelity Advisor Freedom 2025 Fund Class A | -2.15% | 15.82% | 7.64% | 13.18% | -16.27% | 9.60% | 13.89% | 20.00% | -5.70% | 14.98% |
PLWIX Principal LifeTime 2020 Fund | -2.23% | 11.32% | 12.21% | 12.23% | -14.36% | 9.05% | 12.70% | 18.40% | -5.72% | 14.96% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FATWX having a -2.15% return and PLWIX slightly lower at -2.23%. Both investments have delivered pretty close results over the past 10 years, with FATWX having a 7.17% annualized return and PLWIX not far behind at 6.86%.
FATWX
- 1D
- 0.08%
- 1M
- -6.25%
- YTD
- -2.15%
- 6M
- -0.25%
- 1Y
- 11.39%
- 3Y*
- 9.48%
- 5Y*
- 4.35%
- 10Y*
- 7.17%
PLWIX
- 1D
- 0.17%
- 1M
- -4.51%
- YTD
- -2.23%
- 6M
- -0.84%
- 1Y
- 7.85%
- 3Y*
- 9.55%
- 5Y*
- 4.70%
- 10Y*
- 6.86%
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FATWX vs. PLWIX - Expense Ratio Comparison
FATWX has a 0.87% expense ratio, which is higher than PLWIX's 0.01% expense ratio.
Return for Risk
FATWX vs. PLWIX — Risk / Return Rank
FATWX
PLWIX
FATWX vs. PLWIX - 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 2020 Fund (PLWIX). 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 | PLWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.07 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.53 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.29 | +0.22 |
Martin ratioReturn relative to average drawdown | 6.45 | 5.82 | +0.63 |
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
| FATWX | PLWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.07 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.58 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.81 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.51 | -0.06 |
Correlation
The correlation between FATWX and PLWIX 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
FATWX vs. PLWIX - Dividend Comparison
FATWX's dividend yield for the trailing twelve months is around 7.86%, less than PLWIX's 10.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATWX Fidelity Advisor Freedom 2025 Fund Class A | 7.86% | 7.69% | 3.79% | 1.91% | 9.50% | 9.22% | 6.11% | 6.43% | 9.56% | 4.08% | 4.42% | 5.02% |
PLWIX Principal LifeTime 2020 Fund | 10.31% | 10.08% | 11.91% | 5.12% | 9.82% | 9.40% | 5.90% | 8.69% | 7.35% | 5.74% | 3.73% | 8.75% |
Drawdowns
FATWX vs. PLWIX - Drawdown Comparison
The maximum FATWX drawdown since its inception was -49.44%, roughly equal to the maximum PLWIX drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for FATWX and PLWIX.
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Drawdown Indicators
| FATWX | PLWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.44% | -49.07% | -0.37% |
Max Drawdown (1Y)Largest decline over 1 year | -7.13% | -5.75% | -1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -23.85% | -19.73% | -4.12% |
Max Drawdown (10Y)Largest decline over 10 years | -23.85% | -20.29% | -3.56% |
Current DrawdownCurrent decline from peak | -6.38% | -4.59% | -1.79% |
Average DrawdownAverage peak-to-trough decline | -5.81% | -5.76% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 1.27% | +0.40% |
Volatility
FATWX vs. PLWIX - Volatility Comparison
Fidelity Advisor Freedom 2025 Fund Class A (FATWX) has a higher volatility of 3.64% compared to Principal LifeTime 2020 Fund (PLWIX) at 2.61%. This indicates that FATWX's price experiences larger fluctuations and is considered to be riskier than PLWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FATWX | PLWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 2.61% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 5.79% | 4.35% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.63% | 7.48% | +2.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 8.22% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.10% | 8.55% | +1.55% |