FTTHX vs. LTRIX
Compare and contrast key facts about Fidelity Advisor Freedom 2035 Fund Class M (FTTHX) and Principal LifeTime 2045 Fund (LTRIX).
FTTHX is managed by Fidelity. It was launched on Nov 6, 2003. LTRIX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FTTHX vs. LTRIX - Performance Comparison
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FTTHX vs. LTRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTTHX Fidelity Advisor Freedom 2035 Fund Class M | -2.86% | 18.17% | 10.14% | 16.09% | -17.95% | 13.40% | 15.99% | 25.02% | -8.23% | 19.99% |
LTRIX Principal LifeTime 2045 Fund | -4.72% | 16.69% | 16.90% | 19.40% | -18.51% | 16.55% | 16.33% | 25.81% | -8.34% | 21.38% |
Returns By Period
In the year-to-date period, FTTHX achieves a -2.86% return, which is significantly higher than LTRIX's -4.72% return. Over the past 10 years, FTTHX has underperformed LTRIX with an annualized return of 8.96%, while LTRIX has yielded a comparatively higher 9.79% annualized return.
FTTHX
- 1D
- 0.00%
- 1M
- -7.33%
- YTD
- -2.86%
- 6M
- -0.49%
- 1Y
- 13.60%
- 3Y*
- 11.56%
- 5Y*
- 5.57%
- 10Y*
- 8.96%
LTRIX
- 1D
- -0.21%
- 1M
- -7.69%
- YTD
- -4.72%
- 6M
- -2.65%
- 1Y
- 11.72%
- 3Y*
- 13.58%
- 5Y*
- 7.05%
- 10Y*
- 9.79%
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FTTHX vs. LTRIX - Expense Ratio Comparison
FTTHX has a 1.21% expense ratio, which is higher than LTRIX's 0.01% expense ratio.
Return for Risk
FTTHX vs. LTRIX — Risk / Return Rank
FTTHX
LTRIX
FTTHX vs. LTRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2035 Fund Class M (FTTHX) and Principal LifeTime 2045 Fund (LTRIX). 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.
| FTTHX | LTRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.83 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.27 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 0.96 | +0.46 |
Martin ratioReturn relative to average drawdown | 6.25 | 4.66 | +1.58 |
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
| FTTHX | LTRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.83 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.49 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.66 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.44 | -0.03 |
Correlation
The correlation between FTTHX and LTRIX 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
FTTHX vs. LTRIX - Dividend Comparison
FTTHX's dividend yield for the trailing twelve months is around 7.46%, less than LTRIX's 9.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTTHX Fidelity Advisor Freedom 2035 Fund Class M | 7.46% | 7.24% | 3.07% | 1.32% | 9.80% | 9.34% | 5.96% | 7.02% | 11.72% | 4.09% | 4.55% | 2.50% |
LTRIX Principal LifeTime 2045 Fund | 9.77% | 9.31% | 9.40% | 4.25% | 8.71% | 6.75% | 4.62% | 6.93% | 7.50% | 4.57% | 4.48% | 5.42% |
Drawdowns
FTTHX vs. LTRIX - Drawdown Comparison
The maximum FTTHX drawdown since its inception was -54.89%, which is greater than LTRIX's maximum drawdown of -51.39%. Use the drawdown chart below to compare losses from any high point for FTTHX and LTRIX.
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Drawdown Indicators
| FTTHX | LTRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.89% | -51.39% | -3.50% |
Max Drawdown (1Y)Largest decline over 1 year | -8.75% | -10.65% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -26.21% | -26.25% | +0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -29.22% | -31.56% | +2.34% |
Current DrawdownCurrent decline from peak | -7.61% | -8.04% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -7.58% | -7.26% | -0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.20% | -0.21% |
Volatility
FTTHX vs. LTRIX - Volatility Comparison
Fidelity Advisor Freedom 2035 Fund Class M (FTTHX) and Principal LifeTime 2045 Fund (LTRIX) have volatilities of 4.34% and 4.53%, 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.
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Volatility by Period
| FTTHX | LTRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | 4.53% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 7.09% | 8.04% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.94% | 14.30% | -2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.29% | 14.52% | -2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.61% | 14.77% | -1.16% |