FJASX vs. LTSTX
FJASX (Fidelity Advisor Freedom Blend 2015 Fund Class C) and LTSTX (Principal LifeTime 2025 Fund) are both Target Retirement Date funds. Over the past 5 years, FJASX returned 2.64%/yr vs 5.19%/yr for LTSTX. Their correlation of 0.93 means they have usually moved in the same direction. FJASX charges 1.43%/yr vs 0.01%/yr for LTSTX.
Performance
FJASX vs. LTSTX - Performance Comparison
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Returns By Period
In the year-to-date period, FJASX achieves a 4.39% return, which is significantly lower than LTSTX's 4.65% return.
FJASX
- 1D
- 0.97%
- 1M
- -0.78%
- 6M
- 2.70%
- YTD
- 4.39%
- 1Y
- 9.43%
- 3Y*
- 7.88%
- 5Y*
- 2.64%
- 10Y*
- —
- ALL TIME*
- 4.69%
LTSTX
- 1D
- 0.17%
- 1M
- 0.00%
- 6M
- 2.78%
- YTD
- 4.65%
- 1Y
- 10.25%
- 3Y*
- 10.98%
- 5Y*
- 5.19%
- 10Y*
- 7.81%
- ALL TIME*
- 6.36%
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 |
FJASX vs. LTSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FJASX Fidelity Advisor Freedom Blend 2015 Fund Class C | 4.39% | 11.55% | 5.02% | 10.06% | -15.95% | 5.86% | 10.81% | 15.40% | -6.18% |
LTSTX Principal LifeTime 2025 Fund | 4.65% | 12.16% | 11.91% | 13.30% | -15.23% | 10.91% | 13.70% | 20.50% | -9.18% |
Correlation
The correlation between FJASX and LTSTX is 0.95 - 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. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2018 | 0.93 |
The correlation between FJASX and LTSTX has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.
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Return for Risk
FJASX vs. LTSTX — Risk / Return Rank
FJASX
LTSTX
FJASX vs. LTSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2015 Fund Class C (FJASX) 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.
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.
| FJASX | LTSTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.26 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.91 | +0.05 |
| Martin ratioReturn relative to average drawdown | 7.89 | 8.26 | -0.36 |
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Drawdowns
FJASX vs. LTSTX - Drawdown Comparison
The maximum FJASX drawdown since its inception was -21.50%, smaller than the maximum LTSTX drawdown of -48.17%. Use the drawdown chart below to compare losses from any high point for FJASX and LTSTX.
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Drawdown Indicators
| FJASX | LTSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.50% | -48.17% | +26.67% |
Max Drawdown (1Y)Largest decline over 1 year | -4.77% | -5.24% | +0.47% |
Max Drawdown (3Y)Largest decline over 3 years | -6.21% | -8.12% | +1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -21.50% | -21.01% | -0.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.33% | — |
Current DrawdownCurrent decline from peak | -1.47% | -0.61% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -4.97% | -6.11% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.18% | 1.21% | -0.03% |
Volatility
FJASX vs. LTSTX - Volatility Comparison
Fidelity Advisor Freedom Blend 2015 Fund Class C (FJASX) has a higher volatility of 2.07% compared to Principal LifeTime 2025 Fund (LTSTX) at 1.91%. This indicates that FJASX'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
| FJASX | LTSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 1.91% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 5.71% | 5.99% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.60% | 7.18% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.75% | 9.23% | -1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.21% | 9.76% | -1.55% |
FJASX vs. LTSTX - Expense Ratio Comparison
FJASX has a 1.43% expense ratio, which is higher than LTSTX's 0.01% expense ratio.
Dividends
FJASX vs. LTSTX - Dividend Comparison
FJASX's dividend yield for the trailing twelve months is around 1.70%, less than LTSTX's 11.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJASX Fidelity Advisor Freedom Blend 2015 Fund Class C | 1.70% | 1.77% | 1.55% | 1.97% | 4.77% | 6.27% | 3.32% | 1.92% | 1.75% | 0.00% | 0.00% | 0.00% |
LTSTX Principal LifeTime 2025 Fund | 11.65% | 12.19% | 9.74% | 4.26% | 8.00% | 7.66% | 5.25% | 6.91% | 6.39% | 4.75% | 3.65% | 8.91% |
Frequently Asked Questions
With a correlation of 0.95, FJASX and LTSTX 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.
FJASX has higher volatility (2.07%) compared to LTSTX (1.91%). In terms of maximum drawdown, FJASX dropped -21.50% vs LTSTX's -48.17%.
FJASX currently has the higher Sharpe Ratio (1.42 vs 1.40), 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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