FTAFX vs. LTSTX
Compare and contrast key facts about Fidelity Advisor Freedom Income Fund Class M (FTAFX) and Principal LifeTime 2025 Fund (LTSTX).
FTAFX is managed by Fidelity. It was launched on Jul 24, 2003. LTSTX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FTAFX vs. LTSTX - Performance Comparison
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FTAFX vs. LTSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTAFX Fidelity Advisor Freedom Income Fund Class M | -0.81% | 9.66% | 3.70% | 7.58% | -11.88% | 2.64% | 8.20% | 10.59% | -2.26% | 6.90% |
LTSTX Principal LifeTime 2025 Fund | -2.64% | 12.16% | 11.91% | 13.30% | -15.23% | 10.91% | 13.70% | 20.50% | -6.41% | 16.75% |
Returns By Period
In the year-to-date period, FTAFX achieves a -0.81% return, which is significantly higher than LTSTX's -2.64% return. Over the past 10 years, FTAFX has underperformed LTSTX with an annualized return of 3.51%, while LTSTX has yielded a comparatively higher 7.44% annualized return.
FTAFX
- 1D
- 0.19%
- 1M
- -3.57%
- YTD
- -0.81%
- 6M
- 0.41%
- 1Y
- 6.44%
- 3Y*
- 5.48%
- 5Y*
- 1.99%
- 10Y*
- 3.51%
LTSTX
- 1D
- 0.09%
- 1M
- -5.07%
- YTD
- -2.64%
- 6M
- -1.15%
- 1Y
- 8.41%
- 3Y*
- 9.82%
- 5Y*
- 4.89%
- 10Y*
- 7.44%
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FTAFX vs. LTSTX - Expense Ratio Comparison
FTAFX has a 0.97% expense ratio, which is higher than LTSTX's 0.01% expense ratio.
Return for Risk
FTAFX vs. LTSTX — Risk / Return Rank
FTAFX
LTSTX
FTAFX vs. LTSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Income Fund Class M (FTAFX) 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.
| FTAFX | LTSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.02 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.47 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.21 | +0.53 |
Martin ratioReturn relative to average drawdown | 7.31 | 5.61 | +1.71 |
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
| FTAFX | LTSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.02 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.54 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.76 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.45 | +0.26 |
Correlation
The correlation between FTAFX and LTSTX is 0.84, 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
FTAFX vs. LTSTX - Dividend Comparison
FTAFX's dividend yield for the trailing twelve months is around 2.79%, less than LTSTX's 12.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTAFX Fidelity Advisor Freedom Income Fund Class M | 2.79% | 2.73% | 2.65% | 2.42% | 5.49% | 4.88% | 3.36% | 3.28% | 5.15% | 2.91% | 2.55% | 2.62% |
LTSTX Principal LifeTime 2025 Fund | 12.52% | 12.19% | 9.74% | 4.26% | 8.00% | 7.66% | 5.25% | 6.91% | 6.39% | 4.75% | 3.65% | 8.91% |
Drawdowns
FTAFX vs. LTSTX - Drawdown Comparison
The maximum FTAFX drawdown since its inception was -19.56%, smaller than the maximum LTSTX drawdown of -48.17%. Use the drawdown chart below to compare losses from any high point for FTAFX and LTSTX.
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Drawdown Indicators
| FTAFX | LTSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.56% | -48.17% | +28.61% |
Max Drawdown (1Y)Largest decline over 1 year | -3.76% | -6.47% | +2.71% |
Max Drawdown (5Y)Largest decline over 5 years | -16.30% | -21.01% | +4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -16.30% | -23.33% | +7.03% |
Current DrawdownCurrent decline from peak | -3.57% | -5.15% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -2.28% | -6.21% | +3.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 1.40% | -0.51% |
Volatility
FTAFX vs. LTSTX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom Income Fund Class M (FTAFX) is 2.15%, while Principal LifeTime 2025 Fund (LTSTX) has a volatility of 2.99%. This indicates that FTAFX experiences smaller price fluctuations and is considered to be less risky 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
| FTAFX | LTSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.15% | 2.99% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 3.14% | 4.90% | -1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.78% | 8.43% | -3.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.26% | 9.16% | -3.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.59% | 9.81% | -5.22% |