FHATX vs. PMTIX
Compare and contrast key facts about Fidelity Freedom Blend 2030 Fund (FHATX) and Principal LifeTime 2030 Fund (PMTIX).
FHATX is managed by Fidelity. It was launched on Aug 31, 2018. PMTIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
FHATX vs. PMTIX - Performance Comparison
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FHATX vs. PMTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHATX Fidelity Freedom Blend 2030 Fund | -2.20% | 16.87% | 11.20% | 15.29% | -17.26% | 11.13% | 15.04% | 22.58% | -12.00% |
PMTIX Principal LifeTime 2030 Fund | -3.15% | 13.25% | 12.86% | 15.11% | -16.81% | 12.70% | 14.71% | 22.40% | -10.55% |
Returns By Period
In the year-to-date period, FHATX achieves a -2.20% return, which is significantly higher than PMTIX's -3.15% return.
FHATX
- 1D
- 0.00%
- 1M
- -6.62%
- YTD
- -2.20%
- 6M
- 0.17%
- 1Y
- 13.18%
- 3Y*
- 11.39%
- 5Y*
- 5.54%
- 10Y*
- —
PMTIX
- 1D
- 0.00%
- 1M
- -5.66%
- YTD
- -3.15%
- 6M
- -1.49%
- 1Y
- 9.21%
- 3Y*
- 10.71%
- 5Y*
- 5.31%
- 10Y*
- 8.05%
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FHATX vs. PMTIX - Expense Ratio Comparison
FHATX has a 0.46% expense ratio, which is higher than PMTIX's 0.01% expense ratio.
Return for Risk
FHATX vs. PMTIX — Risk / Return Rank
FHATX
PMTIX
FHATX vs. PMTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2030 Fund (FHATX) and Principal LifeTime 2030 Fund (PMTIX). 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.
| FHATX | PMTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.95 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.41 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.12 | +0.42 |
Martin ratioReturn relative to average drawdown | 6.89 | 5.30 | +1.59 |
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
| FHATX | PMTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.95 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.51 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.47 | +0.11 |
Correlation
The correlation between FHATX and PMTIX is 0.96, 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
FHATX vs. PMTIX - Dividend Comparison
FHATX's dividend yield for the trailing twelve months is around 3.07%, less than PMTIX's 10.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHATX Fidelity Freedom Blend 2030 Fund | 3.07% | 3.00% | 4.18% | 2.22% | 5.68% | 7.21% | 4.46% | 3.33% | 0.00% | 0.00% | 0.00% | 0.00% |
PMTIX Principal LifeTime 2030 Fund | 10.01% | 9.69% | 9.60% | 4.26% | 10.05% | 8.87% | 6.37% | 6.49% | 8.21% | 5.87% | 3.97% | 9.44% |
Drawdowns
FHATX vs. PMTIX - Drawdown Comparison
The maximum FHATX drawdown since its inception was -24.70%, smaller than the maximum PMTIX drawdown of -52.14%. Use the drawdown chart below to compare losses from any high point for FHATX and PMTIX.
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Drawdown Indicators
| FHATX | PMTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.70% | -52.14% | +27.44% |
Max Drawdown (1Y)Largest decline over 1 year | -7.98% | -7.49% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -24.67% | -23.05% | -1.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.87% | — |
Current DrawdownCurrent decline from peak | -6.76% | -5.85% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -5.45% | -6.83% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 1.59% | +0.19% |
Volatility
FHATX vs. PMTIX - Volatility Comparison
Fidelity Freedom Blend 2030 Fund (FHATX) has a higher volatility of 3.99% compared to Principal LifeTime 2030 Fund (PMTIX) at 3.33%. This indicates that FHATX's price experiences larger fluctuations and is considered to be riskier than PMTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHATX | PMTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 3.33% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 6.38% | 5.61% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.76% | 9.78% | +0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.76% | 10.53% | +0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.36% | 11.19% | +1.17% |