FHGLX vs. LTIUX
Compare and contrast key facts about Fidelity Advisor Freedom 2035 Fund Class Z6 (FHGLX) and Principal LifeTime 2035 Fund (LTIUX).
FHGLX is managed by Fidelity. It was launched on Jun 6, 2017. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FHGLX vs. LTIUX - Performance Comparison
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FHGLX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHGLX Fidelity Advisor Freedom 2035 Fund Class Z6 | -2.65% | 19.05% | 14.37% | 16.96% | -17.32% | 14.17% | 16.83% | 25.99% | -7.55% | 7.68% |
LTIUX Principal LifeTime 2035 Fund | -1.66% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 9.47% |
Returns By Period
In the year-to-date period, FHGLX achieves a -2.65% return, which is significantly lower than LTIUX's -1.66% return.
FHGLX
- 1D
- 0.00%
- 1M
- -6.73%
- YTD
- -2.65%
- 6M
- -0.37%
- 1Y
- 13.97%
- 3Y*
- 13.55%
- 5Y*
- 7.00%
- 10Y*
- —
LTIUX
- 1D
- 2.11%
- 1M
- -3.97%
- YTD
- -1.66%
- 6M
- -0.15%
- 1Y
- 11.84%
- 3Y*
- 12.40%
- 5Y*
- 6.02%
- 10Y*
- 8.91%
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FHGLX vs. LTIUX - Expense Ratio Comparison
FHGLX has a 0.48% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
FHGLX vs. LTIUX — Risk / Return Rank
FHGLX
LTIUX
FHGLX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2035 Fund Class Z6 (FHGLX) and Principal LifeTime 2035 Fund (LTIUX). 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.
| FHGLX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.08 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.61 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.46 | +0.03 |
Martin ratioReturn relative to average drawdown | 6.57 | 6.81 | -0.24 |
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
| FHGLX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.08 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.51 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.45 | +0.19 |
Correlation
The correlation between FHGLX and LTIUX 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
FHGLX vs. LTIUX - Dividend Comparison
FHGLX's dividend yield for the trailing twelve months is around 7.96%, less than LTIUX's 9.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHGLX Fidelity Advisor Freedom 2035 Fund Class Z6 | 7.96% | 7.75% | 6.74% | 1.89% | 10.32% | 9.73% | 6.38% | 7.66% | 12.29% | 2.55% | 0.00% | 0.00% |
LTIUX Principal LifeTime 2035 Fund | 9.18% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
FHGLX vs. LTIUX - Drawdown Comparison
The maximum FHGLX drawdown since its inception was -29.20%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for FHGLX and LTIUX.
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Drawdown Indicators
| FHGLX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.20% | -49.65% | +20.45% |
Max Drawdown (1Y)Largest decline over 1 year | -8.69% | -8.44% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -24.23% | -1.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.12% | — |
Current DrawdownCurrent decline from peak | -7.55% | -4.60% | -2.95% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -6.76% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.80% | +0.20% |
Volatility
FHGLX vs. LTIUX - Volatility Comparison
Fidelity Advisor Freedom 2035 Fund Class Z6 (FHGLX) and Principal LifeTime 2035 Fund (LTIUX) have volatilities of 4.39% and 4.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHGLX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 4.44% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.09% | 6.70% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.92% | 11.29% | +0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.36% | 11.83% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.09% | 12.47% | +1.62% |