FFFEX vs. LTIUX
Compare and contrast key facts about Fidelity Freedom 2030 Fund (FFFEX) and Principal LifeTime 2035 Fund (LTIUX).
FFFEX is managed by Fidelity. It was launched on Oct 17, 1996. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FFFEX vs. LTIUX - Performance Comparison
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FFFEX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFFEX Fidelity Freedom 2030 Fund | -0.15% | 17.68% | 9.22% | 15.37% | -16.97% | 11.53% | 15.64% | 21.82% | -7.02% | 19.83% |
LTIUX Principal LifeTime 2035 Fund | -1.66% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
Returns By Period
In the year-to-date period, FFFEX achieves a -0.15% return, which is significantly higher than LTIUX's -1.66% return. Both investments have delivered pretty close results over the past 10 years, with FFFEX having a 8.80% annualized return and LTIUX not far ahead at 8.91%.
FFFEX
- 1D
- 1.98%
- 1M
- -4.26%
- YTD
- -0.15%
- 6M
- 2.22%
- 1Y
- 15.66%
- 3Y*
- 11.83%
- 5Y*
- 5.60%
- 10Y*
- 8.80%
LTIUX
- 1D
- 2.11%
- 1M
- -3.97%
- YTD
- -1.66%
- 6M
- -0.15%
- 1Y
- 11.84%
- 3Y*
- 12.40%
- 5Y*
- 6.02%
- 10Y*
- 8.91%
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FFFEX vs. LTIUX - Expense Ratio Comparison
FFFEX has a 0.66% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
FFFEX vs. LTIUX — Risk / Return Rank
FFFEX
LTIUX
FFFEX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2030 Fund (FFFEX) and Principal LifeTime 2035 Fund (LTIUX). 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.
| FFFEX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.08 | +0.41 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.61 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.46 | +0.61 |
Martin ratioReturn relative to average drawdown | 8.87 | 6.81 | +2.06 |
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
| FFFEX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.08 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.51 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.72 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.45 | +0.04 |
Correlation
The correlation between FFFEX and LTIUX 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
FFFEX vs. LTIUX - Dividend Comparison
FFFEX's dividend yield for the trailing twelve months is around 5.45%, less than LTIUX's 9.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFFEX Fidelity Freedom 2030 Fund | 5.45% | 5.44% | 2.94% | 1.87% | 10.06% | 10.92% | 6.24% | 6.79% | 7.32% | 4.60% | 3.86% | 4.52% |
LTIUX Principal LifeTime 2035 Fund | 9.18% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
FFFEX vs. LTIUX - Drawdown Comparison
The maximum FFFEX drawdown since its inception was -51.83%, roughly equal to the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for FFFEX and LTIUX.
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Drawdown Indicators
| FFFEX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.83% | -49.65% | -2.18% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -8.44% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -24.23% | -0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -24.64% | -28.12% | +3.48% |
Current DrawdownCurrent decline from peak | -5.01% | -4.60% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -9.06% | -6.76% | -2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 1.80% | +0.02% |
Volatility
FFFEX vs. LTIUX - Volatility Comparison
Fidelity Freedom 2030 Fund (FFFEX) and Principal LifeTime 2035 Fund (LTIUX) have volatilities of 4.58% and 4.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFFEX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 4.44% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 6.65% | 6.70% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.80% | 11.29% | -0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.69% | 11.83% | -1.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.38% | 12.47% | -1.09% |