FJAQX vs. PLWIX
FJAQX (Fidelity Advisor Freedom Blend 2015 Fund Class I) and PLWIX (Principal LifeTime 2020 Fund) are both Target Retirement Date funds. Over the past 5 years, FJAQX returned 3.66%/yr vs 4.88%/yr for PLWIX. Their correlation of 0.94 means they have usually moved in the same direction. FJAQX charges 0.43%/yr vs 0.01%/yr for PLWIX.
Performance
FJAQX vs. PLWIX - Performance Comparison
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Returns By Period
In the year-to-date period, FJAQX achieves a 4.86% return, which is significantly higher than PLWIX's 3.96% return.
FJAQX
- 1D
- 0.87%
- 1M
- -0.77%
- 6M
- 3.19%
- YTD
- 4.86%
- 1Y
- 10.45%
- 3Y*
- 8.93%
- 5Y*
- 3.66%
- 10Y*
- —
- ALL TIME*
- 5.73%
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 |
FJAQX vs. PLWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FJAQX Fidelity Advisor Freedom Blend 2015 Fund Class I | 4.86% | 12.76% | 6.04% | 11.12% | -15.07% | 6.95% | 11.93% | 16.57% | -5.88% |
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 FJAQX and PLWIX is 0.96 - 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. | 0.96 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2018 | 0.94 |
The correlation between FJAQX and PLWIX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
FJAQX vs. PLWIX — Risk / Return Rank
FJAQX
PLWIX
FJAQX vs. PLWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2015 Fund Class I (FJAQX) 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.
| FJAQX | PLWIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 1.81 | +0.40 |
| Martin ratioReturn relative to average drawdown | 9.01 | 7.75 | +1.26 |
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Drawdowns
FJAQX vs. PLWIX - Drawdown Comparison
The maximum FJAQX drawdown since its inception was -20.76%, smaller than the maximum PLWIX drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for FJAQX and PLWIX.
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Drawdown Indicators
| FJAQX | PLWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.76% | -49.07% | +28.31% |
Max Drawdown (1Y)Largest decline over 1 year | -4.70% | -4.75% | +0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -5.75% | -6.97% | +1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -20.76% | -19.73% | -1.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.29% | — |
Current DrawdownCurrent decline from peak | -1.36% | -0.71% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -5.69% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 1.11% | +0.04% |
Volatility
FJAQX vs. PLWIX - Volatility Comparison
Fidelity Advisor Freedom Blend 2015 Fund Class I (FJAQX) has a higher volatility of 1.97% compared to Principal LifeTime 2020 Fund (PLWIX) at 1.73%. This indicates that FJAQX'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
| FJAQX | PLWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.97% | 1.73% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 5.68% | 5.32% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.55% | 6.39% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.73% | 8.29% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.20% | 8.52% | -0.32% |
FJAQX vs. PLWIX - Expense Ratio Comparison
FJAQX has a 0.43% expense ratio, which is higher than PLWIX's 0.01% expense ratio.
Dividends
FJAQX vs. PLWIX - Dividend Comparison
FJAQX's dividend yield for the trailing twelve months is around 2.55%, less than PLWIX's 9.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJAQX Fidelity Advisor Freedom Blend 2015 Fund Class I | 2.55% | 2.89% | 2.59% | 2.61% | 5.59% | 6.96% | 3.98% | 2.88% | 1.85% | 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 0.96, FJAQX 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.
FJAQX has higher volatility (1.97%) compared to PLWIX (1.73%). In terms of maximum drawdown, FJAQX dropped -20.76% vs PLWIX's -49.07%.
FJAQX currently has the higher Sharpe Ratio (1.59 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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