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FHODX vs. LTIUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FHODX vs. LTIUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2015 Fund Class K6 (FHODX) and Principal LifeTime 2035 Fund (LTIUX). The values are adjusted to include any dividend payments, if applicable.

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FHODX vs. LTIUX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FHODX
Fidelity Freedom Blend 2015 Fund Class K6
0.18%12.99%6.23%11.41%-14.73%7.05%12.31%16.71%-6.51%
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, FHODX achieves a 0.18% return, which is significantly higher than LTIUX's -1.66% return.


FHODX

1D
1.27%
1M
-2.87%
YTD
0.18%
6M
1.78%
1Y
10.70%
3Y*
8.51%
5Y*
3.72%
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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FHODX vs. LTIUX - Expense Ratio Comparison

FHODX has a 0.23% 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

FHODX vs. LTIUX — Risk / Return Rank

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

FHODX
FHODX Risk / Return Rank: 8080
Overall Rank
FHODX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
FHODX Sortino Ratio Rank: 8282
Sortino Ratio Rank
FHODX Omega Ratio Rank: 8181
Omega Ratio Rank
FHODX Calmar Ratio Rank: 7878
Calmar Ratio Rank
FHODX Martin Ratio Rank: 7979
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.

FHODX vs. LTIUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2015 Fund Class K6 (FHODX) 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.


FHODXLTIUXDifference

Sharpe ratio

Return per unit of total volatility

1.62

1.08

+0.53

Sortino ratio

Return per unit of downside risk

2.28

1.61

+0.67

Omega ratio

Gain probability vs. loss probability

1.34

1.23

+0.11

Calmar ratio

Return relative to maximum drawdown

2.13

1.46

+0.67

Martin ratio

Return relative to average drawdown

8.87

6.81

+2.06

FHODX vs. LTIUX - Sharpe Ratio Comparison

The current FHODX Sharpe Ratio is 1.62, which is higher than the LTIUX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of FHODX 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


FHODXLTIUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.62

1.08

+0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.51

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.45

+0.22

Correlation

The correlation between FHODX and LTIUX is 0.91, 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

FHODX vs. LTIUX - Dividend Comparison

FHODX's dividend yield for the trailing twelve months is around 3.05%, less than LTIUX's 9.18% yield.


TTM20252024202320222021202020192018201720162015
FHODX
Fidelity Freedom Blend 2015 Fund Class K6
3.05%3.06%2.78%2.80%6.00%6.96%4.16%2.80%1.18%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

FHODX vs. LTIUX - Drawdown Comparison

The maximum FHODX drawdown since its inception was -20.62%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for FHODX and LTIUX.


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Drawdown Indicators


FHODXLTIUXDifference

Max Drawdown

Largest peak-to-trough decline

-20.62%

-49.65%

+29.03%

Max Drawdown (1Y)

Largest decline over 1 year

-5.08%

-8.44%

+3.36%

Max Drawdown (5Y)

Largest decline over 5 years

-20.62%

-24.23%

+3.61%

Max Drawdown (10Y)

Largest decline over 10 years

-28.12%

Current Drawdown

Current decline from peak

-3.29%

-4.60%

+1.31%

Average Drawdown

Average peak-to-trough decline

-4.39%

-6.76%

+2.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.22%

1.80%

-0.58%

Volatility

FHODX vs. LTIUX - Volatility Comparison

The current volatility for Fidelity Freedom Blend 2015 Fund Class K6 (FHODX) is 3.08%, while Principal LifeTime 2035 Fund (LTIUX) has a volatility of 4.44%. This indicates that FHODX 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


FHODXLTIUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.08%

4.44%

-1.36%

Volatility (6M)

Calculated over the trailing 6-month period

4.36%

6.70%

-2.34%

Volatility (1Y)

Calculated over the trailing 1-year period

6.93%

11.29%

-4.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.57%

11.83%

-4.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.21%

12.47%

-4.26%