FLIFX vs. PTDIX
Compare and contrast key facts about Fidelity Freedom Index 2015 Fund Investor Class (FLIFX) and Principal LifeTime 2040 Fund (PTDIX).
FLIFX is managed by Fidelity. It was launched on Oct 2, 2009. PTDIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
FLIFX vs. PTDIX - Performance Comparison
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FLIFX vs. PTDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLIFX Fidelity Freedom Index 2015 Fund Investor Class | -0.26% | 11.69% | 6.72% | 11.26% | -14.40% | 6.74% | 11.56% | 17.03% | -3.43% | 12.60% |
PTDIX Principal LifeTime 2040 Fund | -1.98% | 15.59% | 17.43% | 18.33% | -18.13% | 15.35% | 16.04% | 24.91% | -7.95% | 20.69% |
Returns By Period
In the year-to-date period, FLIFX achieves a -0.26% return, which is significantly higher than PTDIX's -1.98% return. Over the past 10 years, FLIFX has underperformed PTDIX with an annualized return of 6.05%, while PTDIX has yielded a comparatively higher 9.73% annualized return.
FLIFX
- 1D
- 1.07%
- 1M
- -2.65%
- YTD
- -0.26%
- 6M
- 1.01%
- 1Y
- 9.47%
- 3Y*
- 8.10%
- 5Y*
- 3.61%
- 10Y*
- 6.05%
PTDIX
- 1D
- 2.32%
- 1M
- -4.50%
- YTD
- -1.98%
- 6M
- -0.35%
- 1Y
- 13.16%
- 3Y*
- 14.22%
- 5Y*
- 7.08%
- 10Y*
- 9.73%
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FLIFX vs. PTDIX - Expense Ratio Comparison
FLIFX has a 0.12% expense ratio, which is higher than PTDIX'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
FLIFX vs. PTDIX — Risk / Return Rank
FLIFX
PTDIX
FLIFX vs. PTDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2015 Fund Investor Class (FLIFX) and Principal LifeTime 2040 Fund (PTDIX). 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.
| FLIFX | PTDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.04 | +0.49 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.55 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.22 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.40 | +0.75 |
Martin ratioReturn relative to average drawdown | 8.92 | 6.70 | +2.21 |
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
| FLIFX | PTDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.04 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.53 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.71 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.46 | +0.32 |
Correlation
The correlation between FLIFX and PTDIX is 0.93, 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
FLIFX vs. PTDIX - Dividend Comparison
FLIFX's dividend yield for the trailing twelve months is around 5.43%, less than PTDIX's 10.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLIFX Fidelity Freedom Index 2015 Fund Investor Class | 5.43% | 5.42% | 5.17% | 2.56% | 3.09% | 2.80% | 2.63% | 18.76% | 3.14% | 1.94% | 1.84% | 1.91% |
PTDIX Principal LifeTime 2040 Fund | 10.00% | 9.80% | 12.28% | 4.40% | 8.61% | 8.92% | 6.01% | 7.26% | 9.28% | 6.07% | 4.86% | 6.73% |
Drawdowns
FLIFX vs. PTDIX - Drawdown Comparison
The maximum FLIFX drawdown since its inception was -19.54%, smaller than the maximum PTDIX drawdown of -54.38%. Use the drawdown chart below to compare losses from any high point for FLIFX and PTDIX.
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Drawdown Indicators
| FLIFX | PTDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.54% | -54.38% | +34.84% |
Max Drawdown (1Y)Largest decline over 1 year | -4.60% | -9.72% | +5.12% |
Max Drawdown (5Y)Largest decline over 5 years | -19.54% | -25.43% | +5.89% |
Max Drawdown (10Y)Largest decline over 10 years | -19.54% | -30.02% | +10.48% |
Current DrawdownCurrent decline from peak | -3.09% | -5.17% | +2.08% |
Average DrawdownAverage peak-to-trough decline | -2.80% | -7.54% | +4.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 2.04% | -0.93% |
Volatility
FLIFX vs. PTDIX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2015 Fund Investor Class (FLIFX) is 2.66%, while Principal LifeTime 2040 Fund (PTDIX) has a volatility of 4.94%. This indicates that FLIFX experiences smaller price fluctuations and is considered to be less risky than PTDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLIFX | PTDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.66% | 4.94% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 3.91% | 7.68% | -3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.39% | 13.16% | -6.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.26% | 13.48% | -6.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.47% | 13.80% | -6.33% |