FDFZX vs. LTRIX
Compare and contrast key facts about Fidelity Advisor Freedom 2065 Fund Class A (FDFZX) and Principal LifeTime 2045 Fund (LTRIX).
FDFZX is managed by Fidelity. It was launched on Jun 28, 2019. LTRIX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FDFZX vs. LTRIX - Performance Comparison
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FDFZX vs. LTRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FDFZX Fidelity Advisor Freedom 2065 Fund Class A | -4.06% | 22.79% | 13.32% | 18.90% | -18.36% | 15.78% | 17.02% | 8.53% |
LTRIX Principal LifeTime 2045 Fund | -4.72% | 16.69% | 16.90% | 19.40% | -18.51% | 16.55% | 16.33% | 7.90% |
Returns By Period
In the year-to-date period, FDFZX achieves a -4.06% return, which is significantly higher than LTRIX's -4.72% return.
FDFZX
- 1D
- -0.28%
- 1M
- -9.38%
- YTD
- -4.06%
- 6M
- -1.00%
- 1Y
- 17.25%
- 3Y*
- 14.28%
- 5Y*
- 7.36%
- 10Y*
- —
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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FDFZX vs. LTRIX - Expense Ratio Comparison
FDFZX has a 1.00% expense ratio, which is higher than LTRIX's 0.01% expense ratio.
Return for Risk
FDFZX vs. LTRIX — Risk / Return Rank
FDFZX
LTRIX
FDFZX vs. LTRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2065 Fund Class A (FDFZX) 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.
| FDFZX | LTRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.83 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.27 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 0.96 | +0.42 |
Martin ratioReturn relative to average drawdown | 6.04 | 4.66 | +1.37 |
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
| FDFZX | LTRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.83 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.49 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.44 | +0.15 |
Correlation
The correlation between FDFZX and LTRIX 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
FDFZX vs. LTRIX - Dividend Comparison
FDFZX's dividend yield for the trailing twelve months is around 4.90%, less than LTRIX's 9.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDFZX Fidelity Advisor Freedom 2065 Fund Class A | 4.90% | 4.70% | 1.77% | 1.76% | 8.58% | 6.54% | 2.56% | 1.63% | 0.00% | 0.00% | 0.00% | 0.00% |
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
FDFZX vs. LTRIX - Drawdown Comparison
The maximum FDFZX drawdown since its inception was -31.35%, smaller than the maximum LTRIX drawdown of -51.39%. Use the drawdown chart below to compare losses from any high point for FDFZX and LTRIX.
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Drawdown Indicators
| FDFZX | LTRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.35% | -51.39% | +20.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -10.65% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -27.48% | -26.25% | -1.23% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.56% | — |
Current DrawdownCurrent decline from peak | -9.94% | -8.04% | -1.90% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -7.26% | +0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.20% | +0.33% |
Volatility
FDFZX vs. LTRIX - Volatility Comparison
Fidelity Advisor Freedom 2065 Fund Class A (FDFZX) has a higher volatility of 5.68% compared to Principal LifeTime 2045 Fund (LTRIX) at 4.53%. This indicates that FDFZX'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
| FDFZX | LTRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | 4.53% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 8.04% | +1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.82% | 14.30% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.76% | 14.52% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.14% | 14.77% | +2.37% |