FHBZX vs. PLWIX
Compare and contrast key facts about Fidelity Freedom Blend Income Fund (FHBZX) and Principal LifeTime 2020 Fund (PLWIX).
FHBZX is managed by Fidelity. It was launched on Aug 31, 2018. PLWIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
FHBZX vs. PLWIX - Performance Comparison
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FHBZX vs. PLWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHBZX Fidelity Freedom Blend Income Fund | -0.58% | 10.12% | 4.11% | 8.07% | -11.70% | 2.84% | 8.57% | 10.47% | -2.39% |
PLWIX Principal LifeTime 2020 Fund | -2.23% | 11.32% | 12.21% | 12.23% | -14.36% | 9.05% | 12.70% | 18.40% | -8.05% |
Returns By Period
In the year-to-date period, FHBZX achieves a -0.58% return, which is significantly higher than PLWIX's -2.23% return.
FHBZX
- 1D
- 0.19%
- 1M
- -3.44%
- YTD
- -0.58%
- 6M
- 0.77%
- 1Y
- 7.14%
- 3Y*
- 5.92%
- 5Y*
- 2.39%
- 10Y*
- —
PLWIX
- 1D
- 0.17%
- 1M
- -4.51%
- YTD
- -2.23%
- 6M
- -0.84%
- 1Y
- 7.85%
- 3Y*
- 9.55%
- 5Y*
- 4.70%
- 10Y*
- 6.86%
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FHBZX vs. PLWIX - Expense Ratio Comparison
FHBZX has a 0.41% expense ratio, which is higher than PLWIX's 0.01% expense ratio.
Return for Risk
FHBZX vs. PLWIX — Risk / Return Rank
FHBZX
PLWIX
FHBZX vs. PLWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend Income Fund (FHBZX) and Principal LifeTime 2020 Fund (PLWIX). 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.
| FHBZX | PLWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.07 | +0.45 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.53 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.22 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.29 | +0.71 |
Martin ratioReturn relative to average drawdown | 8.36 | 5.82 | +2.54 |
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
| FHBZX | PLWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.07 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.58 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.51 | +0.22 |
Correlation
The correlation between FHBZX and PLWIX is 0.81, 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
FHBZX vs. PLWIX - Dividend Comparison
FHBZX's dividend yield for the trailing twelve months is around 3.25%, less than PLWIX's 10.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHBZX Fidelity Freedom Blend Income Fund | 3.25% | 3.25% | 3.03% | 2.85% | 4.58% | 3.94% | 2.57% | 2.36% | 1.26% | 0.00% | 0.00% | 0.00% |
PLWIX Principal LifeTime 2020 Fund | 10.31% | 10.08% | 11.91% | 5.12% | 9.82% | 9.40% | 5.90% | 8.69% | 7.35% | 5.74% | 3.73% | 8.75% |
Drawdowns
FHBZX vs. PLWIX - Drawdown Comparison
The maximum FHBZX drawdown since its inception was -16.21%, smaller than the maximum PLWIX drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for FHBZX and PLWIX.
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Drawdown Indicators
| FHBZX | PLWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.21% | -49.07% | +32.86% |
Max Drawdown (1Y)Largest decline over 1 year | -3.63% | -5.75% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -19.73% | +3.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.29% | — |
Current DrawdownCurrent decline from peak | -3.44% | -4.59% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -3.38% | -5.76% | +2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 1.27% | -0.40% |
Volatility
FHBZX vs. PLWIX - Volatility Comparison
The current volatility for Fidelity Freedom Blend Income Fund (FHBZX) is 2.13%, while Principal LifeTime 2020 Fund (PLWIX) has a volatility of 2.61%. This indicates that FHBZX experiences smaller price fluctuations and is considered to be less risky than PLWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHBZX | PLWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.13% | 2.61% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 3.13% | 4.35% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.72% | 7.48% | -2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.28% | 8.22% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.96% | 8.55% | -3.59% |