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FFFTX vs. LTFIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FFFTX vs. LTFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom 2045 Fund Class M (FFFTX) and Principal LifeTime 2055 Fund (LTFIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FFFTX achieves a -0.13% return, which is significantly higher than LTFIX's -1.72% return. Both investments have delivered pretty close results over the past 10 years, with FFFTX having a 10.55% annualized return and LTFIX not far ahead at 10.63%.


FFFTX

1D
-0.20%
1M
-2.41%
YTD
-0.13%
6M
2.12%
1Y
32.25%
3Y*
15.36%
5Y*
7.68%
10Y*
10.55%

LTFIX

1D
-0.12%
1M
-2.66%
YTD
-1.72%
6M
-0.22%
1Y
24.99%
3Y*
15.40%
5Y*
7.91%
10Y*
10.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FFFTX vs. LTFIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FFFTX
Fidelity Advisor Freedom 2045 Fund Class M
-0.13%22.35%13.16%18.55%-18.49%15.47%16.91%25.99%-8.63%21.05%
LTFIX
Principal LifeTime 2055 Fund
-1.72%17.80%17.28%20.33%-18.84%17.73%16.47%27.27%-9.03%22.52%

Correlation

The correlation between FFFTX and LTFIX is 0.98 — these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk. Consider pairing with a less correlated asset class instead.


FFFTX vs. LTFIX - Expense Ratio Comparison

FFFTX has a 1.25% expense ratio, which is higher than LTFIX's 0.01% expense ratio.


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Return for Risk

FFFTX vs. LTFIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FFFTX
FFFTX Risk / Return Rank: 6363
Overall Rank
FFFTX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FFFTX Sortino Ratio Rank: 6262
Sortino Ratio Rank
FFFTX Omega Ratio Rank: 6262
Omega Ratio Rank
FFFTX Calmar Ratio Rank: 6565
Calmar Ratio Rank
FFFTX Martin Ratio Rank: 6868
Martin Ratio Rank

LTFIX
LTFIX Risk / Return Rank: 4444
Overall Rank
LTFIX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
LTFIX Sortino Ratio Rank: 4343
Sortino Ratio Rank
LTFIX Omega Ratio Rank: 4141
Omega Ratio Rank
LTFIX Calmar Ratio Rank: 4141
Calmar Ratio Rank
LTFIX Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FFFTX vs. LTFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2045 Fund Class M (FFFTX) 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.


FFFTXLTFIXDifference

Sharpe ratio

Return per unit of total volatility

1.28

0.97

+0.31

Sortino ratio

Return per unit of downside risk

1.84

1.49

+0.36

Omega ratio

Gain probability vs. loss probability

1.27

1.21

+0.06

Calmar ratio

Return relative to maximum drawdown

1.90

1.41

+0.49

Martin ratio

Return relative to average drawdown

8.10

6.63

+1.47

FFFTX vs. LTFIX - Sharpe Ratio Comparison

The current FFFTX Sharpe Ratio is 1.28, which is higher than the LTFIX Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of FFFTX and LTFIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FFFTXLTFIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

0.97

+0.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.52

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

0.67

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.43

-0.02

Drawdowns

FFFTX vs. LTFIX - Drawdown Comparison

The maximum FFFTX drawdown since its inception was -56.90%, which is greater than LTFIX's maximum drawdown of -52.73%. Use the drawdown chart below to compare losses from any high point for FFFTX and LTFIX.


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Drawdown Indicators


FFFTXLTFIXDifference

Max Drawdown

Largest peak-to-trough decline

-56.90%

-52.73%

-4.17%

Max Drawdown (1Y)

Largest decline over 1 year

-9.69%

-8.71%

-0.98%

Max Drawdown (5Y)

Largest decline over 5 years

-27.62%

-26.80%

-0.82%

Max Drawdown (10Y)

Largest decline over 10 years

-31.26%

-33.50%

+2.24%

Current Drawdown

Current decline from peak

-6.13%

-5.34%

-0.79%

Average Drawdown

Average peak-to-trough decline

-9.06%

-7.70%

-1.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.60%

2.44%

+0.16%

Volatility

FFFTX vs. LTFIX - Volatility Comparison

Fidelity Advisor Freedom 2045 Fund Class M (FFFTX) has a higher volatility of 6.28% compared to Principal LifeTime 2055 Fund (LTFIX) at 5.74%. This indicates that FFFTX'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


FFFTXLTFIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.28%

5.74%

+0.54%

Volatility (6M)

Calculated over the trailing 6-month period

9.87%

9.37%

+0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

16.01%

15.98%

+0.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.82%

15.41%

-0.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.43%

15.80%

-0.37%

Dividends

FFFTX vs. LTFIX - Dividend Comparison

FFFTX's dividend yield for the trailing twelve months is around 6.22%, less than LTFIX's 8.88% yield.


TTM20252024202320222021202020192018201720162015
FFFTX
Fidelity Advisor Freedom 2045 Fund Class M
6.22%6.21%1.28%1.18%10.63%9.45%5.12%6.63%11.52%4.30%4.50%3.51%
LTFIX
Principal LifeTime 2055 Fund
8.88%8.73%8.47%4.17%8.60%5.83%3.91%6.03%6.60%3.51%3.99%4.51%