FIJOX vs. LTSTX
Compare and contrast key facts about Fidelity Advisor Freedom 2035 Fund Class Z (FIJOX) and Principal LifeTime 2025 Fund (LTSTX).
FIJOX is managed by Fidelity. It was launched on Oct 2, 2018. LTSTX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FIJOX vs. LTSTX - Performance Comparison
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FIJOX vs. LTSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIJOX Fidelity Advisor Freedom 2035 Fund Class Z | -0.56% | 18.80% | 14.10% | 16.74% | -17.45% | 14.11% | 16.58% | 25.89% | -12.25% |
LTSTX Principal LifeTime 2025 Fund | -1.09% | 12.16% | 11.91% | 13.30% | -15.23% | 10.91% | 13.70% | 20.50% | -6.08% |
Returns By Period
In the year-to-date period, FIJOX achieves a -0.56% return, which is significantly higher than LTSTX's -1.09% return.
FIJOX
- 1D
- 2.18%
- 1M
- -4.72%
- YTD
- -0.56%
- 6M
- 1.69%
- 1Y
- 16.22%
- 3Y*
- 14.12%
- 5Y*
- 7.00%
- 10Y*
- —
LTSTX
- 1D
- 1.59%
- 1M
- -3.21%
- YTD
- -1.09%
- 6M
- 0.17%
- 1Y
- 9.74%
- 3Y*
- 10.40%
- 5Y*
- 5.02%
- 10Y*
- 7.61%
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FIJOX vs. LTSTX - Expense Ratio Comparison
FIJOX has a 0.61% expense ratio, which is higher than LTSTX's 0.01% expense ratio.
Return for Risk
FIJOX vs. LTSTX — Risk / Return Rank
FIJOX
LTSTX
FIJOX vs. LTSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2035 Fund Class Z (FIJOX) and Principal LifeTime 2025 Fund (LTSTX). 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.
| FIJOX | LTSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.19 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.73 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.58 | +0.33 |
Martin ratioReturn relative to average drawdown | 8.30 | 7.24 | +1.06 |
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
| FIJOX | LTSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.19 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.55 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.46 | +0.15 |
Correlation
The correlation between FIJOX and LTSTX 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
FIJOX vs. LTSTX - Dividend Comparison
FIJOX's dividend yield for the trailing twelve months is around 7.67%, less than LTSTX's 12.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIJOX Fidelity Advisor Freedom 2035 Fund Class Z | 7.67% | 7.62% | 6.56% | 1.89% | 10.30% | 9.72% | 6.32% | 7.74% | 2.53% | 0.00% | 0.00% | 0.00% |
LTSTX Principal LifeTime 2025 Fund | 12.32% | 12.19% | 9.74% | 4.26% | 8.00% | 7.66% | 5.25% | 6.91% | 6.39% | 4.75% | 3.65% | 8.91% |
Drawdowns
FIJOX vs. LTSTX - Drawdown Comparison
The maximum FIJOX drawdown since its inception was -29.22%, smaller than the maximum LTSTX drawdown of -48.17%. Use the drawdown chart below to compare losses from any high point for FIJOX and LTSTX.
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Drawdown Indicators
| FIJOX | LTSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.22% | -48.17% | +18.95% |
Max Drawdown (1Y)Largest decline over 1 year | -8.72% | -6.47% | -2.25% |
Max Drawdown (5Y)Largest decline over 5 years | -25.85% | -21.01% | -4.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.33% | — |
Current DrawdownCurrent decline from peak | -5.57% | -3.64% | -1.93% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -6.21% | +0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 1.41% | +0.60% |
Volatility
FIJOX vs. LTSTX - Volatility Comparison
Fidelity Advisor Freedom 2035 Fund Class Z (FIJOX) has a higher volatility of 5.01% compared to Principal LifeTime 2025 Fund (LTSTX) at 3.50%. This indicates that FIJOX's price experiences larger fluctuations and is considered to be riskier than LTSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIJOX | LTSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 3.50% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 7.41% | 5.14% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.01% | 8.56% | +3.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.35% | 9.18% | +3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.82% | 9.82% | +5.00% |