FIHFX vs. PHTJX
Compare and contrast key facts about Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Principal LifeTime Hybrid 2035 Fund (PHTJX).
FIHFX is managed by Fidelity. It was launched on Oct 2, 2009. PHTJX is managed by Principal. It was launched on Sep 29, 2014.
Performance
FIHFX vs. PHTJX - Performance Comparison
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FIHFX vs. PHTJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | -1.09% | 17.32% | 11.22% | 17.25% | -17.49% | 13.73% | 15.54% | 24.87% | -6.77% | 20.35% |
PHTJX Principal LifeTime Hybrid 2035 Fund | -1.10% | 15.57% | 12.67% | 16.45% | -17.37% | 15.57% | 15.13% | 22.69% | -8.00% | 18.13% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FIHFX having a -1.09% return and PHTJX slightly lower at -1.10%. Over the past 10 years, FIHFX has outperformed PHTJX with an annualized return of 9.56%, while PHTJX has yielded a comparatively lower 8.90% annualized return.
FIHFX
- 1D
- 1.93%
- 1M
- -4.36%
- YTD
- -1.09%
- 6M
- 0.97%
- 1Y
- 15.05%
- 3Y*
- 12.49%
- 5Y*
- 6.36%
- 10Y*
- 9.56%
PHTJX
- 1D
- 2.06%
- 1M
- -3.94%
- YTD
- -1.10%
- 6M
- 0.76%
- 1Y
- 14.22%
- 3Y*
- 12.36%
- 5Y*
- 6.31%
- 10Y*
- 8.90%
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FIHFX vs. PHTJX - Expense Ratio Comparison
FIHFX has a 0.12% expense ratio, which is higher than PHTJX's 0.05% 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
FIHFX vs. PHTJX — Risk / Return Rank
FIHFX
PHTJX
FIHFX vs. PHTJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Principal LifeTime Hybrid 2035 Fund (PHTJX). 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.
| FIHFX | PHTJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.27 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.87 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.71 | +0.15 |
Martin ratioReturn relative to average drawdown | 8.38 | 8.23 | +0.15 |
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
| FIHFX | PHTJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.27 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.54 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.71 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.65 | +0.03 |
Correlation
The correlation between FIHFX and PHTJX is 0.98, 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
FIHFX vs. PHTJX - Dividend Comparison
FIHFX's dividend yield for the trailing twelve months is around 2.80%, less than PHTJX's 4.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | 2.80% | 2.77% | 2.50% | 2.10% | 2.14% | 1.93% | 2.15% | 16.14% | 2.21% | 1.81% | 1.95% | 2.03% |
PHTJX Principal LifeTime Hybrid 2035 Fund | 4.74% | 4.68% | 4.09% | 3.37% | 8.44% | 4.96% | 3.98% | 3.71% | 4.01% | 2.31% | 1.99% | 1.67% |
Drawdowns
FIHFX vs. PHTJX - Drawdown Comparison
The maximum FIHFX drawdown since its inception was -28.42%, roughly equal to the maximum PHTJX drawdown of -27.17%. Use the drawdown chart below to compare losses from any high point for FIHFX and PHTJX.
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Drawdown Indicators
| FIHFX | PHTJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.42% | -27.17% | -1.25% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -8.63% | +0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -24.84% | -23.12% | -1.72% |
Max Drawdown (10Y)Largest decline over 10 years | -28.42% | -27.17% | -1.25% |
Current DrawdownCurrent decline from peak | -5.12% | -4.54% | -0.58% |
Average DrawdownAverage peak-to-trough decline | -4.02% | -4.24% | +0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 1.80% | +0.06% |
Volatility
FIHFX vs. PHTJX - Volatility Comparison
Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Principal LifeTime Hybrid 2035 Fund (PHTJX) have volatilities of 4.47% and 4.41%, 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
| FIHFX | PHTJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 4.41% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 6.79% | 6.77% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.54% | 11.54% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.90% | 11.79% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.36% | 12.49% | +0.87% |