FDKLX vs. LTRIX
Compare and contrast key facts about Fidelity Freedom Index 2060 Fund Investor Class (FDKLX) and Principal LifeTime 2045 Fund (LTRIX).
FDKLX is managed by Fidelity. It was launched on Aug 5, 2014. LTRIX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FDKLX vs. LTRIX - Performance Comparison
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FDKLX vs. LTRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDKLX Fidelity Freedom Index 2060 Fund Investor Class | -4.22% | 21.38% | 14.16% | 19.91% | -18.18% | 15.88% | 16.38% | 26.06% | -7.23% | 20.58% |
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, FDKLX achieves a -4.22% return, which is significantly higher than LTRIX's -4.72% return. Over the past 10 years, FDKLX has outperformed LTRIX with an annualized return of 10.38%, while LTRIX has yielded a comparatively lower 9.79% annualized return.
FDKLX
- 1D
- -0.19%
- 1M
- -8.63%
- YTD
- -4.22%
- 6M
- -1.32%
- 1Y
- 16.51%
- 3Y*
- 14.18%
- 5Y*
- 7.72%
- 10Y*
- 10.38%
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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FDKLX vs. LTRIX - Expense Ratio Comparison
FDKLX 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
FDKLX vs. LTRIX — Risk / Return Rank
FDKLX
LTRIX
FDKLX vs. LTRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2060 Fund Investor Class (FDKLX) 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.
| FDKLX | LTRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.83 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.27 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.96 | +0.40 |
Martin ratioReturn relative to average drawdown | 6.29 | 4.66 | +1.63 |
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
| FDKLX | 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 | 0.54 | 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 | 0.61 | 0.44 | +0.17 |
Correlation
The correlation between FDKLX 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
FDKLX vs. LTRIX - Dividend Comparison
FDKLX's dividend yield for the trailing twelve months is around 2.04%, less than LTRIX's 9.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDKLX Fidelity Freedom Index 2060 Fund Investor Class | 2.04% | 1.95% | 1.94% | 1.89% | 1.99% | 1.86% | 1.79% | 6.74% | 2.33% | 2.12% | 2.41% | 1.82% |
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
FDKLX vs. LTRIX - Drawdown Comparison
The maximum FDKLX drawdown since its inception was -30.73%, smaller than the maximum LTRIX drawdown of -51.39%. Use the drawdown chart below to compare losses from any high point for FDKLX and LTRIX.
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Drawdown Indicators
| FDKLX | LTRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.73% | -51.39% | +20.66% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -10.65% | -0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -26.19% | -26.25% | +0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -30.73% | -31.56% | +0.83% |
Current DrawdownCurrent decline from peak | -9.11% | -8.04% | -1.07% |
Average DrawdownAverage peak-to-trough decline | -4.62% | -7.26% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.20% | +0.15% |
Volatility
FDKLX vs. LTRIX - Volatility Comparison
Fidelity Freedom Index 2060 Fund Investor Class (FDKLX) has a higher volatility of 5.02% compared to Principal LifeTime 2045 Fund (LTRIX) at 4.53%. This indicates that FDKLX'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
| FDKLX | LTRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 4.53% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.78% | 8.04% | +0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.20% | 14.30% | +0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.26% | 14.52% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.09% | 14.77% | +0.32% |