FKIFX vs. PLWIX
Compare and contrast key facts about Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) and Principal LifeTime 2020 Fund (PLWIX).
FKIFX is managed by Fidelity. It was launched on Oct 2, 2009. PLWIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
FKIFX vs. PLWIX - Performance Comparison
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FKIFX vs. PLWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKIFX Fidelity Freedom Index 2010 Fund Investor Class | -0.96% | 10.21% | 5.70% | 9.83% | -12.94% | 5.05% | 10.41% | 14.33% | -2.62% | 9.81% |
PLWIX Principal LifeTime 2020 Fund | -2.23% | 11.32% | 12.21% | 12.23% | -14.36% | 9.05% | 12.70% | 18.40% | -5.72% | 14.96% |
Returns By Period
In the year-to-date period, FKIFX achieves a -0.96% return, which is significantly higher than PLWIX's -2.23% return. Over the past 10 years, FKIFX has underperformed PLWIX with an annualized return of 4.98%, while PLWIX has yielded a comparatively higher 6.86% annualized return.
FKIFX
- 1D
- 0.30%
- 1M
- -3.39%
- YTD
- -0.96%
- 6M
- 0.40%
- 1Y
- 7.23%
- 3Y*
- 6.75%
- 5Y*
- 3.04%
- 10Y*
- 4.98%
PLWIX
- 1D
- 0.17%
- 1M
- -4.51%
- YTD
- -2.23%
- 6M
- -0.84%
- 1Y
- 7.85%
- 3Y*
- 9.55%
- 5Y*
- 4.70%
- 10Y*
- 6.86%
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FKIFX vs. PLWIX - Expense Ratio Comparison
FKIFX has a 0.12% expense ratio, which is higher than PLWIX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FKIFX vs. PLWIX — Risk / Return Rank
FKIFX
PLWIX
FKIFX vs. PLWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) 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.
| FKIFX | PLWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.07 | +0.41 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.53 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.22 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.29 | +0.70 |
Martin ratioReturn relative to average drawdown | 8.14 | 5.82 | +2.32 |
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
| FKIFX | PLWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.07 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.58 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.81 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.51 | +0.29 |
Correlation
The correlation between FKIFX and PLWIX 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
FKIFX vs. PLWIX - Dividend Comparison
FKIFX's dividend yield for the trailing twelve months is around 4.57%, less than PLWIX's 10.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKIFX Fidelity Freedom Index 2010 Fund Investor Class | 4.57% | 4.53% | 4.99% | 3.28% | 3.71% | 3.61% | 2.56% | 16.42% | 4.74% | 1.84% | 1.84% | 1.78% |
PLWIX Principal LifeTime 2020 Fund | 10.31% | 10.08% | 11.91% | 5.12% | 9.82% | 9.40% | 5.90% | 8.69% | 7.35% | 5.74% | 3.73% | 8.75% |
Drawdowns
FKIFX vs. PLWIX - Drawdown Comparison
The maximum FKIFX drawdown since its inception was -17.50%, smaller than the maximum PLWIX drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for FKIFX and PLWIX.
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Drawdown Indicators
| FKIFX | PLWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.50% | -49.07% | +31.57% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -5.75% | +2.07% |
Max Drawdown (5Y)Largest decline over 5 years | -17.50% | -19.73% | +2.23% |
Max Drawdown (10Y)Largest decline over 10 years | -17.50% | -20.29% | +2.79% |
Current DrawdownCurrent decline from peak | -3.39% | -4.59% | +1.20% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -5.76% | +3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 1.27% | -0.37% |
Volatility
FKIFX vs. PLWIX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) is 2.04%, while Principal LifeTime 2020 Fund (PLWIX) has a volatility of 2.61%. This indicates that FKIFX experiences smaller price fluctuations and is considered to be less risky 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
| FKIFX | PLWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 2.61% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 3.14% | 4.35% | -1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.04% | 7.48% | -2.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.09% | 8.22% | -2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.11% | 8.55% | -2.44% |