FFFLX vs. PLTZX
Compare and contrast key facts about Fidelity Advisor Freedom 2050 Fund Class A (FFFLX) and Principal LifeTime 2060 Fund (PLTZX).
FFFLX is managed by Fidelity. It was launched on Jun 1, 2006. PLTZX is managed by Principal. It was launched on Feb 28, 2013.
Performance
FFFLX vs. PLTZX - Performance Comparison
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FFFLX vs. PLTZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFFLX Fidelity Advisor Freedom 2050 Fund Class A | -3.95% | 22.73% | 13.41% | 18.92% | -18.34% | 15.79% | 17.25% | 26.29% | -8.46% | 21.36% |
PLTZX Principal LifeTime 2060 Fund | -5.21% | 17.76% | 16.89% | 20.36% | -18.81% | 18.12% | 16.60% | 27.54% | -9.24% | 22.68% |
Returns By Period
In the year-to-date period, FFFLX achieves a -3.95% return, which is significantly higher than PLTZX's -5.21% return. Both investments have delivered pretty close results over the past 10 years, with FFFLX having a 10.36% annualized return and PLTZX not far behind at 10.23%.
FFFLX
- 1D
- -0.27%
- 1M
- -9.19%
- YTD
- -3.95%
- 6M
- -0.88%
- 1Y
- 17.36%
- 3Y*
- 14.34%
- 5Y*
- 7.40%
- 10Y*
- 10.36%
PLTZX
- 1D
- -0.28%
- 1M
- -8.28%
- YTD
- -5.21%
- 6M
- -2.98%
- 1Y
- 12.54%
- 3Y*
- 13.98%
- 5Y*
- 7.39%
- 10Y*
- 10.23%
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FFFLX vs. PLTZX - Expense Ratio Comparison
FFFLX has a 1.00% expense ratio, which is higher than PLTZX's 0.01% expense ratio.
Return for Risk
FFFLX vs. PLTZX — Risk / Return Rank
FFFLX
PLTZX
FFFLX vs. PLTZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2050 Fund Class A (FFFLX) and Principal LifeTime 2060 Fund (PLTZX). 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.
| FFFLX | PLTZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.81 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.24 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 0.94 | +0.46 |
Martin ratioReturn relative to average drawdown | 6.13 | 4.59 | +1.54 |
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
| FFFLX | PLTZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.81 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.48 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.64 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.63 | -0.23 |
Correlation
The correlation between FFFLX and PLTZX 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
FFFLX vs. PLTZX - Dividend Comparison
FFFLX's dividend yield for the trailing twelve months is around 6.11%, less than PLTZX's 8.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFFLX Fidelity Advisor Freedom 2050 Fund Class A | 6.11% | 5.87% | 1.42% | 1.25% | 10.58% | 9.34% | 5.18% | 6.72% | 11.39% | 4.24% | 4.52% | 3.69% |
PLTZX Principal LifeTime 2060 Fund | 8.79% | 8.33% | 7.85% | 4.12% | 8.44% | 5.29% | 3.60% | 5.86% | 5.75% | 2.73% | 3.48% | 3.29% |
Drawdowns
FFFLX vs. PLTZX - Drawdown Comparison
The maximum FFFLX drawdown since its inception was -58.29%, which is greater than PLTZX's maximum drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for FFFLX and PLTZX.
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Drawdown Indicators
| FFFLX | PLTZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.29% | -34.01% | -24.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -11.51% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | -26.79% | -0.68% |
Max Drawdown (10Y)Largest decline over 10 years | -31.22% | -34.01% | +2.79% |
Current DrawdownCurrent decline from peak | -9.79% | -8.70% | -1.09% |
Average DrawdownAverage peak-to-trough decline | -9.19% | -4.67% | -4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.35% | +0.17% |
Volatility
FFFLX vs. PLTZX - Volatility Comparison
Fidelity Advisor Freedom 2050 Fund Class A (FFFLX) has a higher volatility of 5.59% compared to Principal LifeTime 2060 Fund (PLTZX) at 4.98%. This indicates that FFFLX's price experiences larger fluctuations and is considered to be riskier than PLTZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFFLX | PLTZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 4.98% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 8.88% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.76% | 15.74% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.79% | 15.38% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.38% | 15.93% | -0.55% |