FTFEX vs. LTIUX
Compare and contrast key facts about Fidelity Advisor Freedom 2030 Fund Class M (FTFEX) and Principal LifeTime 2035 Fund (LTIUX).
FTFEX is managed by Fidelity. It was launched on Jul 24, 2003. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FTFEX vs. LTIUX - Performance Comparison
Loading graphics...
FTFEX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTFEX Fidelity Advisor Freedom 2030 Fund Class M | -0.59% | 16.59% | 8.45% | 14.02% | -17.25% | 10.62% | 14.54% | 22.23% | -6.97% | 18.72% |
LTIUX Principal LifeTime 2035 Fund | -1.66% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
Returns By Period
In the year-to-date period, FTFEX achieves a -0.59% return, which is significantly higher than LTIUX's -1.66% return. Over the past 10 years, FTFEX has underperformed LTIUX with an annualized return of 8.10%, while LTIUX has yielded a comparatively higher 8.91% annualized return.
FTFEX
- 1D
- 1.95%
- 1M
- -4.40%
- YTD
- -0.59%
- 6M
- 1.29%
- 1Y
- 13.88%
- 3Y*
- 10.82%
- 5Y*
- 4.76%
- 10Y*
- 8.10%
LTIUX
- 1D
- 2.11%
- 1M
- -3.97%
- YTD
- -1.66%
- 6M
- -0.15%
- 1Y
- 11.84%
- 3Y*
- 12.40%
- 5Y*
- 6.02%
- 10Y*
- 8.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FTFEX vs. LTIUX - Expense Ratio Comparison
FTFEX has a 1.16% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
FTFEX vs. LTIUX — Risk / Return Rank
FTFEX
LTIUX
FTFEX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2030 Fund Class M (FTFEX) and Principal LifeTime 2035 Fund (LTIUX). 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.
| FTFEX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.08 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.61 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.46 | +0.38 |
Martin ratioReturn relative to average drawdown | 7.77 | 6.81 | +0.96 |
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
| FTFEX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.08 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.51 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.72 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.45 | -0.05 |
Correlation
The correlation between FTFEX and LTIUX is 0.97, 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
FTFEX vs. LTIUX - Dividend Comparison
FTFEX's dividend yield for the trailing twelve months is around 7.18%, less than LTIUX's 9.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTFEX Fidelity Advisor Freedom 2030 Fund Class M | 7.18% | 7.14% | 2.54% | 1.54% | 8.69% | 9.31% | 6.21% | 6.59% | 10.51% | 5.24% | 4.45% | 3.85% |
LTIUX Principal LifeTime 2035 Fund | 9.18% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
FTFEX vs. LTIUX - Drawdown Comparison
The maximum FTFEX drawdown since its inception was -53.97%, which is greater than LTIUX's maximum drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for FTFEX and LTIUX.
Loading graphics...
Drawdown Indicators
| FTFEX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.97% | -49.65% | -4.32% |
Max Drawdown (1Y)Largest decline over 1 year | -7.84% | -8.44% | +0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -24.62% | -24.23% | -0.39% |
Max Drawdown (10Y)Largest decline over 10 years | -25.00% | -28.12% | +3.12% |
Current DrawdownCurrent decline from peak | -5.12% | -4.60% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -6.76% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.80% | +0.05% |
Volatility
FTFEX vs. LTIUX - Volatility Comparison
Fidelity Advisor Freedom 2030 Fund Class M (FTFEX) and Principal LifeTime 2035 Fund (LTIUX) have volatilities of 4.57% and 4.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FTFEX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 4.44% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 6.60% | 6.70% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 11.29% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.65% | 11.83% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.47% | 12.47% | -1.00% |