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FHNDX vs. LTIUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FHNDX vs. LTIUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2020 Fund Class K6 (FHNDX) and Principal LifeTime 2035 Fund (LTIUX). The values are adjusted to include any dividend payments, if applicable.

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FHNDX vs. LTIUX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FHNDX
Fidelity Freedom Blend 2020 Fund Class K6
0.08%14.56%7.19%12.95%-16.38%8.72%13.59%18.58%-6.83%
LTIUX
Principal LifeTime 2035 Fund
-1.66%14.26%14.13%16.51%-17.48%14.07%15.70%23.48%-11.27%

Returns By Period

In the year-to-date period, FHNDX achieves a 0.08% return, which is significantly higher than LTIUX's -1.66% return.


FHNDX

1D
1.46%
1M
-3.36%
YTD
0.08%
6M
1.86%
1Y
12.42%
3Y*
9.60%
5Y*
4.22%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FHNDX vs. LTIUX - Expense Ratio Comparison

FHNDX has a 0.24% expense ratio, which is higher than LTIUX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

FHNDX vs. LTIUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FHNDX
FHNDX Risk / Return Rank: 7979
Overall Rank
FHNDX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
FHNDX Sortino Ratio Rank: 8080
Sortino Ratio Rank
FHNDX Omega Ratio Rank: 7979
Omega Ratio Rank
FHNDX Calmar Ratio Rank: 7777
Calmar Ratio Rank
FHNDX Martin Ratio Rank: 8080
Martin Ratio Rank

LTIUX
LTIUX Risk / Return Rank: 5656
Overall Rank
LTIUX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
LTIUX Sortino Ratio Rank: 5656
Sortino Ratio Rank
LTIUX Omega Ratio Rank: 5353
Omega Ratio Rank
LTIUX Calmar Ratio Rank: 5454
Calmar Ratio Rank
LTIUX Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FHNDX vs. LTIUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2020 Fund Class K6 (FHNDX) 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.


FHNDXLTIUXDifference

Sharpe ratio

Return per unit of total volatility

1.53

1.08

+0.44

Sortino ratio

Return per unit of downside risk

2.15

1.61

+0.54

Omega ratio

Gain probability vs. loss probability

1.32

1.23

+0.09

Calmar ratio

Return relative to maximum drawdown

1.99

1.46

+0.53

Martin ratio

Return relative to average drawdown

8.53

6.81

+1.72

FHNDX vs. LTIUX - Sharpe Ratio Comparison

The current FHNDX Sharpe Ratio is 1.53, which is higher than the LTIUX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of FHNDX and LTIUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FHNDXLTIUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.53

1.08

+0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.51

-0.03

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 FHNDX and LTIUX is 0.94, 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

FHNDX vs. LTIUX - Dividend Comparison

FHNDX's dividend yield for the trailing twelve months is around 2.77%, less than LTIUX's 9.18% yield.


TTM20252024202320222021202020192018201720162015
FHNDX
Fidelity Freedom Blend 2020 Fund Class K6
2.77%2.77%2.62%2.66%5.94%7.22%4.45%3.01%1.37%0.00%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

FHNDX vs. LTIUX - Drawdown Comparison

The maximum FHNDX drawdown since its inception was -22.68%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for FHNDX and LTIUX.


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Drawdown Indicators


FHNDXLTIUXDifference

Max Drawdown

Largest peak-to-trough decline

-22.68%

-49.65%

+26.97%

Max Drawdown (1Y)

Largest decline over 1 year

-6.20%

-8.44%

+2.24%

Max Drawdown (5Y)

Largest decline over 5 years

-22.68%

-24.23%

+1.55%

Max Drawdown (10Y)

Largest decline over 10 years

-28.12%

Current Drawdown

Current decline from peak

-3.92%

-4.60%

+0.68%

Average Drawdown

Average peak-to-trough decline

-4.88%

-6.76%

+1.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.44%

1.80%

-0.36%

Volatility

FHNDX vs. LTIUX - Volatility Comparison

The current volatility for Fidelity Freedom Blend 2020 Fund Class K6 (FHNDX) is 3.59%, while Principal LifeTime 2035 Fund (LTIUX) has a volatility of 4.44%. This indicates that FHNDX experiences smaller price fluctuations and is considered to be less risky than LTIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FHNDXLTIUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.59%

4.44%

-0.85%

Volatility (6M)

Calculated over the trailing 6-month period

5.18%

6.70%

-1.52%

Volatility (1Y)

Calculated over the trailing 1-year period

8.41%

11.29%

-2.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.90%

11.83%

-2.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.74%

12.47%

-2.73%