FTLSX vs. PTDIX
Compare and contrast key facts about Fidelity Flex Freedom Blend Income Fund (FTLSX) and Principal LifeTime 2040 Fund (PTDIX).
FTLSX is managed by Fidelity. It was launched on Jun 8, 2017. PTDIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
FTLSX vs. PTDIX - Performance Comparison
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FTLSX vs. PTDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTLSX Fidelity Flex Freedom Blend Income Fund | -0.50% | 10.31% | 4.72% | 8.60% | -11.33% | 3.30% | 9.04% | 10.97% | -1.40% | 3.61% |
PTDIX Principal LifeTime 2040 Fund | -4.20% | 15.59% | 17.43% | 18.33% | -18.13% | 15.35% | 16.04% | 24.91% | -7.95% | 10.01% |
Returns By Period
In the year-to-date period, FTLSX achieves a -0.50% return, which is significantly higher than PTDIX's -4.20% return.
FTLSX
- 1D
- 0.20%
- 1M
- -3.46%
- YTD
- -0.50%
- 6M
- 0.89%
- 1Y
- 7.42%
- 3Y*
- 6.37%
- 5Y*
- 2.81%
- 10Y*
- —
PTDIX
- 1D
- -0.13%
- 1M
- -7.05%
- YTD
- -4.20%
- 6M
- -2.23%
- 1Y
- 11.01%
- 3Y*
- 13.35%
- 5Y*
- 6.84%
- 10Y*
- 9.48%
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FTLSX vs. PTDIX - Expense Ratio Comparison
FTLSX has a 0.00% expense ratio, which is lower than PTDIX's 0.01% expense ratio. Despite the difference, 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
FTLSX vs. PTDIX — Risk / Return Rank
FTLSX
PTDIX
FTLSX vs. PTDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend Income Fund (FTLSX) 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.
| FTLSX | PTDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 0.86 | +0.72 |
Sortino ratioReturn per unit of downside risk | 2.18 | 1.30 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.18 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.00 | +1.06 |
Martin ratioReturn relative to average drawdown | 8.61 | 4.85 | +3.76 |
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
| FTLSX | PTDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 0.86 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.51 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.45 | +0.40 |
Correlation
The correlation between FTLSX and PTDIX is 0.72, 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
FTLSX vs. PTDIX - Dividend Comparison
FTLSX's dividend yield for the trailing twelve months is around 3.83%, less than PTDIX's 10.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTLSX Fidelity Flex Freedom Blend Income Fund | 3.83% | 3.68% | 3.37% | 3.19% | 5.28% | 4.91% | 3.06% | 4.44% | 4.26% | 1.97% | 0.00% | 0.00% |
PTDIX Principal LifeTime 2040 Fund | 10.23% | 9.80% | 12.28% | 4.40% | 8.61% | 8.92% | 6.01% | 7.26% | 9.28% | 6.07% | 4.86% | 6.73% |
Drawdowns
FTLSX vs. PTDIX - Drawdown Comparison
The maximum FTLSX drawdown since its inception was -15.74%, smaller than the maximum PTDIX drawdown of -54.38%. Use the drawdown chart below to compare losses from any high point for FTLSX and PTDIX.
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Drawdown Indicators
| FTLSX | PTDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.74% | -54.38% | +38.64% |
Max Drawdown (1Y)Largest decline over 1 year | -3.65% | -9.72% | +6.07% |
Max Drawdown (5Y)Largest decline over 5 years | -15.74% | -25.43% | +9.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.02% | — |
Current DrawdownCurrent decline from peak | -3.46% | -7.32% | +3.86% |
Average DrawdownAverage peak-to-trough decline | -2.86% | -7.54% | +4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 2.01% | -1.14% |
Volatility
FTLSX vs. PTDIX - Volatility Comparison
The current volatility for Fidelity Flex Freedom Blend Income Fund (FTLSX) is 2.12%, while Principal LifeTime 2040 Fund (PTDIX) has a volatility of 4.17%. This indicates that FTLSX 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
| FTLSX | PTDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.12% | 4.17% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 3.10% | 7.34% | -4.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.82% | 12.99% | -8.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.34% | 13.44% | -8.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.74% | 13.79% | -9.05% |