FJAVX vs. PLTZX
Compare and contrast key facts about Fidelity Advisor Freedom Blend 2010 Fund Class Z (FJAVX) and Principal LifeTime 2060 Fund (PLTZX).
FJAVX is managed by Fidelity. It was launched on Aug 31, 2018. PLTZX is managed by Principal. It was launched on Feb 28, 2013.
Performance
FJAVX vs. PLTZX - Performance Comparison
Loading graphics...
FJAVX vs. PLTZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FJAVX Fidelity Advisor Freedom Blend 2010 Fund Class Z | -0.65% | 11.20% | 5.09% | 9.81% | -13.53% | 5.29% | 10.74% | 14.50% | -4.53% |
PLTZX Principal LifeTime 2060 Fund | -5.21% | 17.76% | 16.89% | 20.36% | -18.81% | 18.12% | 16.60% | 27.54% | -13.85% |
Returns By Period
In the year-to-date period, FJAVX achieves a -0.65% return, which is significantly higher than PLTZX's -5.21% return.
FJAVX
- 1D
- 0.19%
- 1M
- -3.77%
- YTD
- -0.65%
- 6M
- 0.84%
- 1Y
- 8.21%
- 3Y*
- 6.93%
- 5Y*
- 2.95%
- 10Y*
- —
PLTZX
- 1D
- -0.28%
- 1M
- -8.28%
- YTD
- -5.21%
- 6M
- -2.98%
- 1Y
- 12.54%
- 3Y*
- 13.98%
- 5Y*
- 7.39%
- 10Y*
- 10.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FJAVX vs. PLTZX - Expense Ratio Comparison
FJAVX has a 0.31% expense ratio, which is higher than PLTZX's 0.01% expense ratio.
Return for Risk
FJAVX vs. PLTZX — Risk / Return Rank
FJAVX
PLTZX
FJAVX vs. PLTZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2010 Fund Class Z (FJAVX) and Principal LifeTime 2060 Fund (PLTZX). 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.
| FJAVX | PLTZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.81 | +0.70 |
Sortino ratioReturn per unit of downside risk | 2.10 | 1.24 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.18 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 0.94 | +1.12 |
Martin ratioReturn relative to average drawdown | 8.22 | 4.59 | +3.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FJAVX | PLTZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.81 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.48 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.63 | +0.06 |
Correlation
The correlation between FJAVX and PLTZX is 0.82, 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
FJAVX vs. PLTZX - Dividend Comparison
FJAVX's dividend yield for the trailing twelve months is around 3.08%, less than PLTZX's 8.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJAVX Fidelity Advisor Freedom Blend 2010 Fund Class Z | 3.08% | 3.06% | 2.88% | 2.18% | 5.41% | 6.08% | 3.49% | 2.27% | 1.99% | 0.00% | 0.00% | 0.00% |
PLTZX Principal LifeTime 2060 Fund | 8.79% | 8.33% | 7.85% | 4.12% | 8.44% | 5.29% | 3.60% | 5.86% | 5.75% | 2.73% | 3.48% | 3.29% |
Drawdowns
FJAVX vs. PLTZX - Drawdown Comparison
The maximum FJAVX drawdown since its inception was -18.62%, smaller than the maximum PLTZX drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for FJAVX and PLTZX.
Loading graphics...
Drawdown Indicators
| FJAVX | PLTZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.62% | -34.01% | +15.39% |
Max Drawdown (1Y)Largest decline over 1 year | -3.95% | -11.51% | +7.56% |
Max Drawdown (5Y)Largest decline over 5 years | -18.62% | -26.79% | +8.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.01% | — |
Current DrawdownCurrent decline from peak | -3.77% | -8.70% | +4.93% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -4.67% | +0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 2.35% | -1.36% |
Volatility
FJAVX vs. PLTZX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom Blend 2010 Fund Class Z (FJAVX) is 2.35%, while Principal LifeTime 2060 Fund (PLTZX) has a volatility of 4.98%. This indicates that FJAVX experiences smaller price fluctuations and is considered to be less risky than PLTZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FJAVX | PLTZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.35% | 4.98% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 3.44% | 8.88% | -5.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.49% | 15.74% | -10.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.34% | 15.38% | -9.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.70% | 15.93% | -9.23% |