FJAHX vs. PLWIX
FJAHX (Fidelity Advisor Freedom Blend 2025 Fund Class A) and PLWIX (Principal LifeTime 2020 Fund) are both Target Retirement Date funds. Over the past 5 years, FJAHX returned 4.81%/yr vs 4.88%/yr for PLWIX. Their 0.96 correlation means they have historically moved very closely together. FJAHX charges 0.70%/yr vs 0.01%/yr for PLWIX.
Performance
FJAHX vs. PLWIX - Performance Comparison
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Returns By Period
In the year-to-date period, FJAHX achieves a 6.47% return, which is significantly higher than PLWIX's 3.96% return.
FJAHX
- 1D
- 1.33%
- 1M
- -1.00%
- 6M
- 4.18%
- YTD
- 6.47%
- 1Y
- 13.93%
- 3Y*
- 10.89%
- 5Y*
- 4.81%
- 10Y*
- —
- ALL TIME*
- 7.02%
PLWIX
- 1D
- 0.72%
- 1M
- -0.16%
- 6M
- 2.52%
- YTD
- 3.96%
- 1Y
- 9.09%
- 3Y*
- 10.38%
- 5Y*
- 4.88%
- 10Y*
- 7.07%
- ALL TIME*
- 5.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FJAHX vs. PLWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FJAHX Fidelity Advisor Freedom Blend 2025 Fund Class A | 6.47% | 15.58% | 7.56% | 13.80% | -17.45% | 9.41% | 13.90% | 19.79% | -7.88% |
PLWIX Principal LifeTime 2020 Fund | 3.96% | 11.32% | 12.21% | 12.23% | -14.36% | 9.05% | 12.70% | 18.40% | -8.05% |
Correlation
The correlation between FJAHX and PLWIX is 0.97 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.97 |
Correlation (3Y) Balances recent behavior with more history. | 0.96 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.97 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2018 | 0.96 |
The correlation between FJAHX and PLWIX has been stable across timeframes, ranging from 0.96 to 0.97 - a consistent structural relationship.
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Return for Risk
FJAHX vs. PLWIX — Risk / Return Rank
FJAHX
PLWIX
FJAHX vs. PLWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2025 Fund Class A (FJAHX) and Principal LifeTime 2020 Fund (PLWIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FJAHX | PLWIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.81 | +0.27 |
| Martin ratioReturn relative to average drawdown | 8.47 | 7.75 | +0.72 |
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Drawdowns
FJAHX vs. PLWIX - Drawdown Comparison
The maximum FJAHX drawdown since its inception was -24.18%, smaller than the maximum PLWIX drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for FJAHX and PLWIX.
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Drawdown Indicators
| FJAHX | PLWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.18% | -49.07% | +24.89% |
Max Drawdown (1Y)Largest decline over 1 year | -6.40% | -4.75% | -1.65% |
Max Drawdown (3Y)Largest decline over 3 years | -8.97% | -6.97% | -2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -24.18% | -19.73% | -4.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.29% | — |
Current DrawdownCurrent decline from peak | -1.82% | -0.71% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -5.15% | -5.69% | +0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.57% | 1.11% | +0.46% |
Volatility
FJAHX vs. PLWIX - Volatility Comparison
Fidelity Advisor Freedom Blend 2025 Fund Class A (FJAHX) has a higher volatility of 2.75% compared to Principal LifeTime 2020 Fund (PLWIX) at 1.73%. This indicates that FJAHX's price experiences larger fluctuations and is considered to be riskier than PLWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FJAHX | PLWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.75% | 1.73% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.75% | 5.32% | +2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.99% | 6.39% | +2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.14% | 8.29% | +1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.92% | 8.52% | +2.40% |
FJAHX vs. PLWIX - Expense Ratio Comparison
FJAHX has a 0.70% expense ratio, which is higher than PLWIX's 0.01% expense ratio.
Dividends
FJAHX vs. PLWIX - Dividend Comparison
FJAHX's dividend yield for the trailing twelve months is around 3.05%, less than PLWIX's 9.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJAHX Fidelity Advisor Freedom Blend 2025 Fund Class A | 3.05% | 2.19% | 2.01% | 2.18% | 5.31% | 6.54% | 4.14% | 2.91% | 2.12% | 0.00% | 0.00% | 0.00% |
PLWIX Principal LifeTime 2020 Fund | 9.70% | 10.08% | 11.91% | 5.12% | 9.82% | 9.40% | 5.90% | 8.69% | 7.35% | 5.74% | 3.73% | 8.75% |
Frequently Asked Questions
With a correlation of 0.97, FJAHX and PLWIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FJAHX has higher volatility (2.75%) compared to PLWIX (1.73%). In terms of maximum drawdown, FJAHX dropped -24.18% vs PLWIX's -49.07%.
FJAHX currently has the higher Sharpe Ratio (1.48 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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