FAXFX vs. LTIUX
Compare and contrast key facts about Fidelity Advisor Freedom Blend 2065 Fund Class I (FAXFX) and Principal LifeTime 2035 Fund (LTIUX).
FAXFX is managed by Fidelity. It was launched on Jun 28, 2019. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FAXFX vs. LTIUX - Performance Comparison
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FAXFX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FAXFX Fidelity Advisor Freedom Blend 2065 Fund Class I | -0.76% | 22.69% | 13.56% | 20.40% | -18.12% | 16.23% | 17.84% | 9.05% |
LTIUX Principal LifeTime 2035 Fund | -1.66% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 7.06% |
Returns By Period
In the year-to-date period, FAXFX achieves a -0.76% return, which is significantly higher than LTIUX's -1.66% return.
FAXFX
- 1D
- 3.03%
- 1M
- -5.84%
- YTD
- -0.76%
- 6M
- 2.39%
- 1Y
- 21.20%
- 3Y*
- 15.79%
- 5Y*
- 8.27%
- 10Y*
- —
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%
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FAXFX vs. LTIUX - Expense Ratio Comparison
FAXFX has a 0.49% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
FAXFX vs. LTIUX — Risk / Return Rank
FAXFX
LTIUX
FAXFX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2065 Fund Class I (FAXFX) 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.
| FAXFX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.08 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.61 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.46 | +0.45 |
Martin ratioReturn relative to average drawdown | 8.52 | 6.81 | +1.71 |
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
| FAXFX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.08 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.51 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.45 | +0.19 |
Correlation
The correlation between FAXFX and LTIUX 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
FAXFX vs. LTIUX - Dividend Comparison
FAXFX's dividend yield for the trailing twelve months is around 2.47%, less than LTIUX's 9.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAXFX Fidelity Advisor Freedom Blend 2065 Fund Class I | 2.47% | 2.45% | 2.80% | 1.91% | 6.39% | 6.85% | 3.41% | 2.79% | 0.00% | 0.00% | 0.00% | 0.00% |
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
FAXFX vs. LTIUX - Drawdown Comparison
The maximum FAXFX drawdown since its inception was -31.34%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for FAXFX and LTIUX.
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Drawdown Indicators
| FAXFX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.34% | -49.65% | +18.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -8.44% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -27.77% | -24.23% | -3.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.12% | — |
Current DrawdownCurrent decline from peak | -6.96% | -4.60% | -2.36% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -6.76% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 1.80% | +0.74% |
Volatility
FAXFX vs. LTIUX - Volatility Comparison
Fidelity Advisor Freedom Blend 2065 Fund Class I (FAXFX) has a higher volatility of 6.53% compared to Principal LifeTime 2035 Fund (LTIUX) at 4.44%. This indicates that FAXFX'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
| FAXFX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 4.44% | +2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 6.70% | +3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 11.29% | +4.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.02% | 11.83% | +3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.32% | 12.47% | +4.85% |