FJTKX vs. PLTZX
Compare and contrast key facts about Fidelity Freedom 2045 Fund Class K6 (FJTKX) and Principal LifeTime 2060 Fund (PLTZX).
FJTKX is managed by Fidelity. It was launched on Jun 1, 2006. PLTZX is managed by Principal. It was launched on Feb 28, 2013.
Performance
FJTKX vs. PLTZX - Performance Comparison
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FJTKX vs. PLTZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FJTKX Fidelity Freedom 2045 Fund Class K6 | -3.28% | 24.07% | 14.38% | 20.91% | -18.14% | 16.87% | 18.54% | 25.76% | -8.72% | 9.79% |
PLTZX Principal LifeTime 2060 Fund | -5.21% | 17.76% | 16.89% | 20.36% | -18.81% | 18.12% | 16.60% | 27.54% | -9.24% | 11.01% |
Returns By Period
In the year-to-date period, FJTKX achieves a -3.28% return, which is significantly higher than PLTZX's -5.21% return.
FJTKX
- 1D
- -0.26%
- 1M
- -8.92%
- YTD
- -3.28%
- 6M
- 0.42%
- 1Y
- 19.91%
- 3Y*
- 15.68%
- 5Y*
- 8.45%
- 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%
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FJTKX vs. PLTZX - Expense Ratio Comparison
FJTKX has a 0.50% expense ratio, which is higher than PLTZX's 0.01% expense ratio.
Return for Risk
FJTKX vs. PLTZX — Risk / Return Rank
FJTKX
PLTZX
FJTKX vs. PLTZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2045 Fund Class K6 (FJTKX) 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.
| FJTKX | PLTZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.81 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.24 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.18 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 0.94 | +0.57 |
Martin ratioReturn relative to average drawdown | 6.89 | 4.59 | +2.30 |
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
| FJTKX | PLTZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.81 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.48 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.63 | +0.02 |
Correlation
The correlation between FJTKX and PLTZX is 0.96, 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
FJTKX vs. PLTZX - Dividend Comparison
FJTKX's dividend yield for the trailing twelve months is around 4.76%, less than PLTZX's 8.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJTKX Fidelity Freedom 2045 Fund Class K6 | 4.76% | 4.60% | 2.45% | 2.12% | 12.41% | 12.28% | 5.27% | 6.82% | 8.35% | 2.90% | 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
FJTKX vs. PLTZX - Drawdown Comparison
The maximum FJTKX drawdown since its inception was -30.91%, smaller than the maximum PLTZX drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for FJTKX and PLTZX.
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Drawdown Indicators
| FJTKX | PLTZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.91% | -34.01% | +3.10% |
Max Drawdown (1Y)Largest decline over 1 year | -11.20% | -11.51% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -27.18% | -26.79% | -0.39% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.01% | — |
Current DrawdownCurrent decline from peak | -9.51% | -8.70% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -4.67% | -0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.35% | +0.21% |
Volatility
FJTKX vs. PLTZX - Volatility Comparison
Fidelity Freedom 2045 Fund Class K6 (FJTKX) has a higher volatility of 5.57% compared to Principal LifeTime 2060 Fund (PLTZX) at 4.98%. This indicates that FJTKX's price experiences larger fluctuations and is considered to be riskier than PLTZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FJTKX | PLTZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 4.98% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 9.45% | 8.88% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 15.74% | +0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.85% | 15.38% | -0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 15.93% | -0.04% |