FJAJX vs. LTSTX
Compare and contrast key facts about Fidelity Advisor Freedom Blend 2020 Fund Class I (FJAJX) and Principal LifeTime 2025 Fund (LTSTX).
FJAJX is managed by Fidelity. It was launched on Aug 31, 2018. LTSTX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FJAJX vs. LTSTX - Performance Comparison
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FJAJX vs. LTSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FJAJX Fidelity Advisor Freedom Blend 2020 Fund Class I | -0.09% | 14.41% | 6.99% | 12.71% | -16.59% | 8.58% | 13.28% | 18.38% | -6.90% |
LTSTX Principal LifeTime 2025 Fund | -1.09% | 12.16% | 11.91% | 13.30% | -15.23% | 10.91% | 13.70% | 20.50% | -9.18% |
Returns By Period
In the year-to-date period, FJAJX achieves a -0.09% return, which is significantly higher than LTSTX's -1.09% return.
FJAJX
- 1D
- 1.47%
- 1M
- -3.46%
- YTD
- -0.09%
- 6M
- 1.63%
- 1Y
- 12.07%
- 3Y*
- 9.37%
- 5Y*
- 4.00%
- 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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FJAJX vs. LTSTX - Expense Ratio Comparison
FJAJX has a 0.44% expense ratio, which is higher than LTSTX's 0.01% expense ratio.
Return for Risk
FJAJX vs. LTSTX — Risk / Return Rank
FJAJX
LTSTX
FJAJX vs. LTSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2020 Fund Class I (FJAJX) 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.
| FJAJX | LTSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.19 | +0.29 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.73 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.58 | +0.42 |
Martin ratioReturn relative to average drawdown | 8.60 | 7.24 | +1.36 |
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
| FJAJX | LTSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.19 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.55 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.46 | +0.17 |
Correlation
The correlation between FJAJX and LTSTX is 0.95, 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
FJAJX vs. LTSTX - Dividend Comparison
FJAJX's dividend yield for the trailing twelve months is around 2.59%, less than LTSTX's 12.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJAJX Fidelity Advisor Freedom Blend 2020 Fund Class I | 2.59% | 2.59% | 2.42% | 2.40% | 5.71% | 7.27% | 4.34% | 3.03% | 1.29% | 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
FJAJX vs. LTSTX - Drawdown Comparison
The maximum FJAJX drawdown since its inception was -22.88%, smaller than the maximum LTSTX drawdown of -48.17%. Use the drawdown chart below to compare losses from any high point for FJAJX and LTSTX.
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Drawdown Indicators
| FJAJX | LTSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.88% | -48.17% | +25.29% |
Max Drawdown (1Y)Largest decline over 1 year | -6.24% | -6.47% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -22.88% | -21.01% | -1.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.33% | — |
Current DrawdownCurrent decline from peak | -4.02% | -3.64% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -6.21% | +1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 1.41% | +0.04% |
Volatility
FJAJX vs. LTSTX - Volatility Comparison
Fidelity Advisor Freedom Blend 2020 Fund Class I (FJAJX) and Principal LifeTime 2025 Fund (LTSTX) have volatilities of 3.57% and 3.50%, 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
| FJAJX | LTSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 3.50% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 5.20% | 5.14% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.48% | 8.56% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.90% | 9.18% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.75% | 9.82% | -0.07% |