FFFYX vs. PTDIX
Compare and contrast key facts about Fidelity Advisor Freedom 2050 Fund Class C (FFFYX) and Principal LifeTime 2040 Fund (PTDIX).
FFFYX is managed by Fidelity. It was launched on Jun 1, 2006. PTDIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
FFFYX vs. PTDIX - Performance Comparison
Loading graphics...
FFFYX vs. PTDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFFYX Fidelity Advisor Freedom 2050 Fund Class C | -4.13% | 27.84% | 12.53% | 18.08% | -18.94% | 14.82% | 16.41% | 25.42% | -9.22% | 20.44% |
PTDIX Principal LifeTime 2040 Fund | -4.20% | 15.59% | 17.43% | 18.33% | -18.13% | 15.35% | 16.04% | 24.91% | -7.95% | 20.69% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FFFYX having a -4.13% return and PTDIX slightly lower at -4.20%. Over the past 10 years, FFFYX has outperformed PTDIX with an annualized return of 10.07%, while PTDIX has yielded a comparatively lower 9.48% annualized return.
FFFYX
- 1D
- -0.28%
- 1M
- -9.29%
- YTD
- -4.13%
- 6M
- -1.26%
- 1Y
- 22.18%
- 3Y*
- 15.32%
- 5Y*
- 7.63%
- 10Y*
- 10.07%
PTDIX
- 1D
- -0.13%
- 1M
- -7.05%
- YTD
- -4.20%
- 6M
- -2.23%
- 1Y
- 11.01%
- 3Y*
- 13.35%
- 5Y*
- 6.84%
- 10Y*
- 9.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FFFYX vs. PTDIX - Expense Ratio Comparison
FFFYX has a 1.75% expense ratio, which is higher than PTDIX's 0.01% expense ratio.
Return for Risk
FFFYX vs. PTDIX — Risk / Return Rank
FFFYX
PTDIX
FFFYX vs. PTDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2050 Fund Class C (FFFYX) and Principal LifeTime 2040 Fund (PTDIX). 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.
| FFFYX | PTDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.86 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.30 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.18 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.00 | +0.82 |
Martin ratioReturn relative to average drawdown | 7.97 | 4.85 | +3.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FFFYX | PTDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.86 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.51 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.69 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.45 | -0.08 |
Correlation
The correlation between FFFYX and PTDIX 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
FFFYX vs. PTDIX - Dividend Comparison
FFFYX's dividend yield for the trailing twelve months is around 10.10%, less than PTDIX's 10.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFFYX Fidelity Advisor Freedom 2050 Fund Class C | 10.10% | 9.68% | 0.92% | 0.80% | 10.23% | 9.02% | 4.86% | 6.25% | 10.95% | 3.72% | 3.98% | 2.96% |
PTDIX Principal LifeTime 2040 Fund | 10.23% | 9.80% | 12.28% | 4.40% | 8.61% | 8.92% | 6.01% | 7.26% | 9.28% | 6.07% | 4.86% | 6.73% |
Drawdowns
FFFYX vs. PTDIX - Drawdown Comparison
The maximum FFFYX drawdown since its inception was -58.62%, which is greater than PTDIX's maximum drawdown of -54.38%. Use the drawdown chart below to compare losses from any high point for FFFYX and PTDIX.
Loading graphics...
Drawdown Indicators
| FFFYX | PTDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.62% | -54.38% | -4.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.10% | -9.72% | -1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -27.99% | -25.43% | -2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -31.38% | -30.02% | -1.36% |
Current DrawdownCurrent decline from peak | -9.87% | -7.32% | -2.55% |
Average DrawdownAverage peak-to-trough decline | -9.82% | -7.54% | -2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.01% | +0.53% |
Volatility
FFFYX vs. PTDIX - Volatility Comparison
Fidelity Advisor Freedom 2050 Fund Class C (FFFYX) has a higher volatility of 5.60% compared to Principal LifeTime 2040 Fund (PTDIX) at 4.17%. This indicates that FFFYX's price experiences larger fluctuations and is considered to be riskier than PTDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FFFYX | PTDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 4.17% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 7.34% | +2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.65% | 12.99% | +3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.97% | 13.44% | +1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.48% | 13.79% | +1.69% |