FFFQX vs. LTFIX
Compare and contrast key facts about Fidelity Advisor Freedom 2050 Fund Class M (FFFQX) and Principal LifeTime 2055 Fund (LTFIX).
FFFQX is managed by Fidelity. It was launched on Jun 1, 2006. LTFIX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FFFQX vs. LTFIX - Performance Comparison
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FFFQX vs. LTFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFFQX Fidelity Advisor Freedom 2050 Fund Class M | -4.01% | 22.44% | 13.11% | 18.59% | -18.53% | 15.46% | 16.93% | 26.02% | -8.66% | 21.00% |
LTFIX Principal LifeTime 2055 Fund | -5.21% | 17.80% | 17.28% | 20.33% | -18.84% | 17.73% | 16.47% | 27.27% | -9.03% | 22.52% |
Returns By Period
In the year-to-date period, FFFQX achieves a -4.01% return, which is significantly higher than LTFIX's -5.21% return. Both investments have delivered pretty close results over the past 10 years, with FFFQX having a 10.08% annualized return and LTFIX not far ahead at 10.20%.
FFFQX
- 1D
- -0.27%
- 1M
- -9.19%
- YTD
- -4.01%
- 6M
- -0.98%
- 1Y
- 17.09%
- 3Y*
- 14.06%
- 5Y*
- 7.13%
- 10Y*
- 10.08%
LTFIX
- 1D
- -0.30%
- 1M
- -8.30%
- YTD
- -5.21%
- 6M
- -2.99%
- 1Y
- 12.51%
- 3Y*
- 14.10%
- 5Y*
- 7.41%
- 10Y*
- 10.20%
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FFFQX vs. LTFIX - Expense Ratio Comparison
FFFQX has a 1.25% expense ratio, which is higher than LTFIX's 0.01% expense ratio.
Return for Risk
FFFQX vs. LTFIX — Risk / Return Rank
FFFQX
LTFIX
FFFQX vs. LTFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2050 Fund Class M (FFFQX) and Principal LifeTime 2055 Fund (LTFIX). 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.
| FFFQX | LTFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.80 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.24 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.94 | +0.43 |
Martin ratioReturn relative to average drawdown | 6.02 | 4.55 | +1.47 |
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
| FFFQX | LTFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.80 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.48 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.65 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.42 | -0.04 |
Correlation
The correlation between FFFQX and LTFIX 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
FFFQX vs. LTFIX - Dividend Comparison
FFFQX's dividend yield for the trailing twelve months is around 6.03%, less than LTFIX's 9.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFFQX Fidelity Advisor Freedom 2050 Fund Class M | 6.03% | 5.79% | 1.25% | 1.08% | 10.39% | 9.23% | 5.07% | 6.49% | 11.27% | 4.06% | 4.30% | 3.45% |
LTFIX Principal LifeTime 2055 Fund | 9.21% | 8.73% | 8.47% | 4.17% | 8.60% | 5.83% | 3.91% | 6.03% | 6.60% | 3.51% | 3.99% | 4.51% |
Drawdowns
FFFQX vs. LTFIX - Drawdown Comparison
The maximum FFFQX drawdown since its inception was -58.33%, which is greater than LTFIX's maximum drawdown of -52.73%. Use the drawdown chart below to compare losses from any high point for FFFQX and LTFIX.
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Drawdown Indicators
| FFFQX | LTFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.33% | -52.73% | -5.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -11.48% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -27.62% | -26.80% | -0.82% |
Max Drawdown (10Y)Largest decline over 10 years | -31.27% | -33.50% | +2.23% |
Current DrawdownCurrent decline from peak | -9.81% | -8.71% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -9.39% | -7.70% | -1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.37% | +0.15% |
Volatility
FFFQX vs. LTFIX - Volatility Comparison
Fidelity Advisor Freedom 2050 Fund Class M (FFFQX) has a higher volatility of 5.59% compared to Principal LifeTime 2055 Fund (LTFIX) at 4.93%. This indicates that FFFQX's price experiences larger fluctuations and is considered to be riskier than LTFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFFQX | LTFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 4.93% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 8.89% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 15.73% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 15.37% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.40% | 15.77% | -0.37% |