FDEWX vs. LTRIX
Compare and contrast key facts about Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) and Principal LifeTime 2045 Fund (LTRIX).
FDEWX is managed by Fidelity. It was launched on Jun 1, 2011. LTRIX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FDEWX vs. LTRIX - Performance Comparison
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FDEWX vs. LTRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEWX Fidelity Freedom Index 2055 Fund Investor Class | -4.21% | 21.39% | 14.14% | 19.95% | -18.01% | 15.88% | 16.46% | 25.94% | -7.19% | 20.53% |
LTRIX Principal LifeTime 2045 Fund | -4.72% | 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, FDEWX achieves a -4.21% return, which is significantly higher than LTRIX's -4.72% return. Over the past 10 years, FDEWX has outperformed LTRIX with an annualized return of 10.41%, while LTRIX has yielded a comparatively lower 9.79% annualized return.
FDEWX
- 1D
- -0.16%
- 1M
- -8.59%
- YTD
- -4.21%
- 6M
- -1.28%
- 1Y
- 16.51%
- 3Y*
- 14.18%
- 5Y*
- 7.77%
- 10Y*
- 10.41%
LTRIX
- 1D
- -0.21%
- 1M
- -7.69%
- YTD
- -4.72%
- 6M
- -2.65%
- 1Y
- 11.72%
- 3Y*
- 13.58%
- 5Y*
- 7.05%
- 10Y*
- 9.79%
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FDEWX vs. LTRIX - Expense Ratio Comparison
FDEWX has a 0.12% expense ratio, which is higher than LTRIX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FDEWX vs. LTRIX — Risk / Return Rank
FDEWX
LTRIX
FDEWX vs. LTRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) 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.
| FDEWX | LTRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.83 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.27 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.96 | +0.41 |
Martin ratioReturn relative to average drawdown | 6.32 | 4.66 | +1.66 |
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
| FDEWX | LTRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.83 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.49 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.66 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.44 | +0.19 |
Correlation
The correlation between FDEWX and LTRIX is 0.98, 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
FDEWX vs. LTRIX - Dividend Comparison
FDEWX's dividend yield for the trailing twelve months is around 2.06%, less than LTRIX's 9.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEWX Fidelity Freedom Index 2055 Fund Investor Class | 2.06% | 1.97% | 1.98% | 1.92% | 2.24% | 1.89% | 1.85% | 10.83% | 2.36% | 1.93% | 2.42% | 2.31% |
LTRIX Principal LifeTime 2045 Fund | 9.77% | 9.31% | 9.40% | 4.25% | 8.71% | 6.75% | 4.62% | 6.93% | 7.50% | 4.57% | 4.48% | 5.42% |
Drawdowns
FDEWX vs. LTRIX - Drawdown Comparison
The maximum FDEWX drawdown since its inception was -30.69%, smaller than the maximum LTRIX drawdown of -51.39%. Use the drawdown chart below to compare losses from any high point for FDEWX and LTRIX.
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Drawdown Indicators
| FDEWX | LTRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.69% | -51.39% | +20.70% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -10.65% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -26.22% | -26.25% | +0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -30.69% | -31.56% | +0.87% |
Current DrawdownCurrent decline from peak | -9.07% | -8.04% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -4.26% | -7.26% | +3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.20% | +0.15% |
Volatility
FDEWX vs. LTRIX - Volatility Comparison
Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) has a higher volatility of 5.01% compared to Principal LifeTime 2045 Fund (LTRIX) at 4.53%. This indicates that FDEWX'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
| FDEWX | LTRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 4.53% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 8.04% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 14.30% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.27% | 14.52% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.09% | 14.77% | +0.32% |