FCIFX vs. PTDIX
Compare and contrast key facts about Fidelity Advisor Freedom 2010 Fund Class I (FCIFX) and Principal LifeTime 2040 Fund (PTDIX).
FCIFX is managed by Fidelity. It was launched on Jul 24, 2003. PTDIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
FCIFX vs. PTDIX - Performance Comparison
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FCIFX vs. PTDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCIFX Fidelity Advisor Freedom 2010 Fund Class I | -0.80% | 11.27% | 5.19% | 9.55% | -13.19% | 5.44% | 10.90% | 14.74% | -3.44% | 12.26% |
PTDIX Principal LifeTime 2040 Fund | -4.20% | 15.59% | 17.43% | 18.33% | -18.13% | 15.35% | 16.04% | 24.91% | -7.95% | 20.69% |
Returns By Period
In the year-to-date period, FCIFX achieves a -0.80% return, which is significantly higher than PTDIX's -4.20% return. Over the past 10 years, FCIFX has underperformed PTDIX with an annualized return of 5.33%, while PTDIX has yielded a comparatively higher 9.48% annualized return.
FCIFX
- 1D
- 0.18%
- 1M
- -3.86%
- YTD
- -0.80%
- 6M
- 0.62%
- 1Y
- 7.96%
- 3Y*
- 6.91%
- 5Y*
- 2.97%
- 10Y*
- 5.33%
PTDIX
- 1D
- -0.13%
- 1M
- -7.05%
- YTD
- -4.20%
- 6M
- -2.23%
- 1Y
- 11.01%
- 3Y*
- 13.35%
- 5Y*
- 6.84%
- 10Y*
- 9.48%
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FCIFX vs. PTDIX - Expense Ratio Comparison
FCIFX has a 0.49% expense ratio, which is higher than PTDIX's 0.01% expense ratio.
Return for Risk
FCIFX vs. PTDIX — Risk / Return Rank
FCIFX
PTDIX
FCIFX vs. PTDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2010 Fund Class I (FCIFX) and Principal LifeTime 2040 Fund (PTDIX). 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.
| FCIFX | PTDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.86 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.30 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.18 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.00 | +0.97 |
Martin ratioReturn relative to average drawdown | 8.00 | 4.85 | +3.14 |
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
| FCIFX | PTDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.86 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.51 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.69 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.45 | +0.09 |
Correlation
The correlation between FCIFX and PTDIX is 0.91, 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
FCIFX vs. PTDIX - Dividend Comparison
FCIFX's dividend yield for the trailing twelve months is around 5.19%, less than PTDIX's 10.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCIFX Fidelity Advisor Freedom 2010 Fund Class I | 5.19% | 5.15% | 2.72% | 2.62% | 7.32% | 9.05% | 6.04% | 5.98% | 9.07% | 6.67% | 4.58% | 4.02% |
PTDIX Principal LifeTime 2040 Fund | 10.23% | 9.80% | 12.28% | 4.40% | 8.61% | 8.92% | 6.01% | 7.26% | 9.28% | 6.07% | 4.86% | 6.73% |
Drawdowns
FCIFX vs. PTDIX - Drawdown Comparison
The maximum FCIFX drawdown since its inception was -38.09%, smaller than the maximum PTDIX drawdown of -54.38%. Use the drawdown chart below to compare losses from any high point for FCIFX and PTDIX.
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Drawdown Indicators
| FCIFX | PTDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.09% | -54.38% | +16.29% |
Max Drawdown (1Y)Largest decline over 1 year | -4.03% | -9.72% | +5.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.34% | -25.43% | +7.09% |
Max Drawdown (10Y)Largest decline over 10 years | -18.34% | -30.02% | +11.68% |
Current DrawdownCurrent decline from peak | -3.86% | -7.32% | +3.46% |
Average DrawdownAverage peak-to-trough decline | -3.99% | -7.54% | +3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 2.01% | -1.02% |
Volatility
FCIFX vs. PTDIX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2010 Fund Class I (FCIFX) is 2.41%, while Principal LifeTime 2040 Fund (PTDIX) has a volatility of 4.17%. This indicates that FCIFX experiences smaller price fluctuations and is considered to be less risky than PTDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCIFX | PTDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.41% | 4.17% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 3.53% | 7.34% | -3.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.51% | 12.99% | -7.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.32% | 13.44% | -7.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.33% | 13.79% | -7.46% |