FHALX vs. LTRIX
Compare and contrast key facts about Fidelity Advisor Freedom Blend Income Fund Class M (FHALX) and Principal LifeTime 2045 Fund (LTRIX).
FHALX is managed by Fidelity. It was launched on Aug 31, 2018. LTRIX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FHALX vs. LTRIX - Performance Comparison
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FHALX vs. LTRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHALX Fidelity Advisor Freedom Blend Income Fund Class M | -0.66% | 9.49% | 3.68% | 7.55% | -12.14% | 2.21% | 8.11% | 9.86% | -2.25% |
LTRIX Principal LifeTime 2045 Fund | -4.72% | 16.69% | 16.90% | 19.40% | -18.51% | 16.55% | 16.33% | 25.81% | -12.69% |
Returns By Period
In the year-to-date period, FHALX achieves a -0.66% return, which is significantly higher than LTRIX's -4.72% return.
FHALX
- 1D
- 0.19%
- 1M
- -3.48%
- YTD
- -0.66%
- 6M
- 0.52%
- 1Y
- 6.61%
- 3Y*
- 5.43%
- 5Y*
- 1.89%
- 10Y*
- —
LTRIX
- 1D
- -0.21%
- 1M
- -7.69%
- YTD
- -4.72%
- 6M
- -2.65%
- 1Y
- 11.72%
- 3Y*
- 13.58%
- 5Y*
- 7.05%
- 10Y*
- 9.79%
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FHALX vs. LTRIX - Expense Ratio Comparison
FHALX has a 0.91% expense ratio, which is higher than LTRIX's 0.01% expense ratio.
Return for Risk
FHALX vs. LTRIX — Risk / Return Rank
FHALX
LTRIX
FHALX vs. LTRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend Income Fund Class M (FHALX) and Principal LifeTime 2045 Fund (LTRIX). 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.
| FHALX | LTRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.83 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.27 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.18 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 0.96 | +0.87 |
Martin ratioReturn relative to average drawdown | 7.58 | 4.66 | +2.92 |
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
| FHALX | LTRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 0.83 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.49 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.44 | +0.20 |
Correlation
The correlation between FHALX and LTRIX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FHALX vs. LTRIX - Dividend Comparison
FHALX's dividend yield for the trailing twelve months is around 2.76%, less than LTRIX's 9.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHALX Fidelity Advisor Freedom Blend Income Fund Class M | 2.76% | 2.69% | 2.49% | 2.37% | 4.09% | 3.60% | 2.07% | 1.91% | 1.30% | 0.00% | 0.00% | 0.00% |
LTRIX Principal LifeTime 2045 Fund | 9.77% | 9.31% | 9.40% | 4.25% | 8.71% | 6.75% | 4.62% | 6.93% | 7.50% | 4.57% | 4.48% | 5.42% |
Drawdowns
FHALX vs. LTRIX - Drawdown Comparison
The maximum FHALX drawdown since its inception was -16.56%, smaller than the maximum LTRIX drawdown of -51.39%. Use the drawdown chart below to compare losses from any high point for FHALX and LTRIX.
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Drawdown Indicators
| FHALX | LTRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.56% | -51.39% | +34.83% |
Max Drawdown (1Y)Largest decline over 1 year | -3.67% | -10.65% | +6.98% |
Max Drawdown (5Y)Largest decline over 5 years | -16.56% | -26.25% | +9.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.56% | — |
Current DrawdownCurrent decline from peak | -3.48% | -8.04% | +4.56% |
Average DrawdownAverage peak-to-trough decline | -3.66% | -7.26% | +3.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 2.20% | -1.31% |
Volatility
FHALX vs. LTRIX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom Blend Income Fund Class M (FHALX) is 2.07%, while Principal LifeTime 2045 Fund (LTRIX) has a volatility of 4.53%. This indicates that FHALX experiences smaller price fluctuations and is considered to be less risky than LTRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHALX | LTRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 4.53% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 3.08% | 8.04% | -4.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.69% | 14.30% | -9.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.27% | 14.52% | -9.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.94% | 14.77% | -9.83% |