FDEEX vs. LTRIX
Compare and contrast key facts about Fidelity Freedom 2055 Fund (FDEEX) and Principal LifeTime 2045 Fund (LTRIX).
FDEEX is managed by Fidelity. It was launched on Jun 1, 2011. LTRIX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FDEEX vs. LTRIX - Performance Comparison
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FDEEX vs. LTRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEEX Fidelity Freedom 2055 Fund | -0.48% | 23.74% | 14.02% | 20.55% | -19.19% | 16.57% | 18.26% | 25.35% | -8.92% | 22.32% |
LTRIX Principal LifeTime 2045 Fund | -2.17% | 16.69% | 16.90% | 19.40% | -18.51% | 16.55% | 16.33% | 25.81% | -8.34% | 21.38% |
Returns By Period
In the year-to-date period, FDEEX achieves a -0.48% return, which is significantly higher than LTRIX's -2.17% return. Over the past 10 years, FDEEX has outperformed LTRIX with an annualized return of 11.10%, while LTRIX has yielded a comparatively lower 10.08% annualized return.
FDEEX
- 1D
- 3.14%
- 1M
- -5.78%
- YTD
- -0.48%
- 6M
- 2.99%
- 1Y
- 22.53%
- 3Y*
- 16.48%
- 5Y*
- 8.29%
- 10Y*
- 11.10%
LTRIX
- 1D
- 2.69%
- 1M
- -4.79%
- YTD
- -2.17%
- 6M
- -0.41%
- 1Y
- 14.32%
- 3Y*
- 14.59%
- 5Y*
- 7.34%
- 10Y*
- 10.08%
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FDEEX vs. LTRIX - Expense Ratio Comparison
FDEEX has a 0.75% expense ratio, which is higher than LTRIX's 0.01% expense ratio.
Return for Risk
FDEEX vs. LTRIX — Risk / Return Rank
FDEEX
LTRIX
FDEEX vs. LTRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund (FDEEX) and Principal LifeTime 2045 Fund (LTRIX). 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.
| FDEEX | LTRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 1.02 | +0.41 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.54 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.22 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.39 | +0.66 |
Martin ratioReturn relative to average drawdown | 9.03 | 6.65 | +2.38 |
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
| FDEEX | LTRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 1.02 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.51 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.68 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.44 | +0.18 |
Correlation
The correlation between FDEEX and LTRIX 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
FDEEX vs. LTRIX - Dividend Comparison
FDEEX's dividend yield for the trailing twelve months is around 3.89%, less than LTRIX's 9.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEEX Fidelity Freedom 2055 Fund | 3.89% | 3.87% | 1.73% | 1.91% | 10.33% | 11.20% | 4.20% | 6.23% | 6.68% | 3.59% | 3.52% | 4.99% |
LTRIX Principal LifeTime 2045 Fund | 9.51% | 9.31% | 9.40% | 4.25% | 8.71% | 6.75% | 4.62% | 6.93% | 7.50% | 4.57% | 4.48% | 5.42% |
Drawdowns
FDEEX vs. LTRIX - Drawdown Comparison
The maximum FDEEX drawdown since its inception was -31.00%, smaller than the maximum LTRIX drawdown of -51.39%. Use the drawdown chart below to compare losses from any high point for FDEEX and LTRIX.
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Drawdown Indicators
| FDEEX | LTRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.00% | -51.39% | +20.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -10.65% | -0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -26.25% | -1.09% |
Max Drawdown (10Y)Largest decline over 10 years | -31.00% | -31.56% | +0.56% |
Current DrawdownCurrent decline from peak | -6.95% | -5.57% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -7.26% | +2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.23% | +0.31% |
Volatility
FDEEX vs. LTRIX - Volatility Comparison
Fidelity Freedom 2055 Fund (FDEEX) has a higher volatility of 6.69% compared to Principal LifeTime 2045 Fund (LTRIX) at 5.45%. This indicates that FDEEX's price experiences larger fluctuations and is considered to be riskier than LTRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDEEX | LTRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.69% | 5.45% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.02% | 8.47% | +1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 14.51% | +1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.90% | 14.57% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.31% | 14.79% | +0.52% |