FULSX vs. PPLIX
FULSX (Fidelity Flex Freedom Blend 2020 Fund) and PPLIX (Principal LifeTime 2050 Fund) are both Target Retirement Date funds. Over the past 5 years, FULSX returned 4.85%/yr vs 8.96%/yr for PPLIX. Their correlation of 0.92 means they have usually moved in the same direction. FULSX charges 0.00%/yr vs 0.01%/yr for PPLIX.
Performance
FULSX vs. PPLIX - Performance Comparison
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Returns By Period
In the year-to-date period, FULSX achieves a 6.16% return, which is significantly lower than PPLIX's 8.51% return.
FULSX
- 1D
- 1.14%
- 1M
- -0.81%
- 6M
- 4.14%
- YTD
- 6.16%
- 1Y
- 12.95%
- 3Y*
- 10.64%
- 5Y*
- 4.85%
- 10Y*
- —
- ALL TIME*
- 7.02%
PPLIX
- 1D
- 1.66%
- 1M
- 0.41%
- 6M
- 5.71%
- YTD
- 8.51%
- 1Y
- 17.70%
- 3Y*
- 16.52%
- 5Y*
- 8.96%
- 10Y*
- 11.26%
- ALL TIME*
- 7.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FULSX vs. PPLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FULSX Fidelity Flex Freedom Blend 2020 Fund | 6.16% | 14.78% | 7.59% | 13.27% | -16.10% | 9.09% | 13.57% | 18.28% | -4.84% | 6.93% |
PPLIX Principal LifeTime 2050 Fund | 8.51% | 17.55% | 19.12% | 20.36% | -18.78% | 17.04% | 16.56% | 26.67% | -8.74% | 10.19% |
Correlation
The correlation between FULSX and PPLIX is 0.95 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2017 | 0.92 |
The correlation between FULSX and PPLIX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
FULSX vs. PPLIX — Risk / Return Rank
FULSX
PPLIX
FULSX vs. PPLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend 2020 Fund (FULSX) and Principal LifeTime 2050 Fund (PPLIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FULSX | PPLIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.83 | +0.51 |
| Martin ratioReturn relative to average drawdown | 9.48 | 7.85 | +1.64 |
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Drawdowns
FULSX vs. PPLIX - Drawdown Comparison
The maximum FULSX drawdown since its inception was -22.52%, smaller than the maximum PPLIX drawdown of -55.61%. Use the drawdown chart below to compare losses from any high point for FULSX and PPLIX.
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Drawdown Indicators
| FULSX | PPLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.52% | -55.61% | +33.09% |
Max Drawdown (1Y)Largest decline over 1 year | -5.42% | -8.57% | +3.15% |
Max Drawdown (3Y)Largest decline over 3 years | -7.26% | -15.59% | +8.33% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -26.85% | +4.33% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.67% | — |
Current DrawdownCurrent decline from peak | -1.51% | -0.86% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -4.33% | -8.26% | +3.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.33% | 2.00% | -0.67% |
Volatility
FULSX vs. PPLIX - Volatility Comparison
The current volatility for Fidelity Flex Freedom Blend 2020 Fund (FULSX) is 2.31%, while Principal LifeTime 2050 Fund (PPLIX) has a volatility of 3.39%. This indicates that FULSX experiences smaller price fluctuations and is considered to be less risky than PPLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FULSX | PPLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.31% | 3.39% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 6.68% | 10.35% | -3.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.75% | 12.57% | -4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.09% | 15.60% | -6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.30% | 15.55% | -6.25% |
FULSX vs. PPLIX - Expense Ratio Comparison
FULSX has a 0.00% expense ratio, which is lower than PPLIX'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%.
Dividends
FULSX vs. PPLIX - Dividend Comparison
FULSX's dividend yield for the trailing twelve months is around 31.19%, more than PPLIX's 9.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FULSX Fidelity Flex Freedom Blend 2020 Fund | 31.19% | 7.84% | 2.85% | 2.82% | 5.22% | 6.27% | 4.48% | 6.03% | 6.15% | 2.62% | 0.00% | 0.00% |
PPLIX Principal LifeTime 2050 Fund | 9.17% | 9.95% | 11.56% | 4.41% | 9.40% | 8.04% | 5.23% | 7.16% | 8.64% | 5.12% | 4.82% | 6.07% |
Frequently Asked Questions
With a correlation of 0.95, FULSX and PPLIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
PPLIX has higher volatility (3.39%) compared to FULSX (2.31%). In terms of maximum drawdown, FULSX dropped -22.52% vs PPLIX's -55.61%.
FULSX currently has the higher Sharpe Ratio (1.64 vs 1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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