FYLSX vs. LTFIX
Compare and contrast key facts about Fidelity Flex Freedom Blend 2050 Fund (FYLSX) and Principal LifeTime 2055 Fund (LTFIX).
FYLSX is managed by Fidelity. It was launched on Jun 8, 2017. LTFIX is managed by Principal. It was launched on Feb 28, 2008.
Performance
FYLSX vs. LTFIX - Performance Comparison
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FYLSX vs. LTFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FYLSX Fidelity Flex Freedom Blend 2050 Fund | -0.59% | 22.85% | 18.32% | 21.03% | -18.70% | 16.96% | 18.37% | 25.95% | -8.32% | 10.11% |
LTFIX Principal LifeTime 2055 Fund | -2.46% | 17.80% | 17.28% | 20.33% | -18.84% | 17.73% | 16.47% | 27.27% | -9.03% | 10.93% |
Returns By Period
In the year-to-date period, FYLSX achieves a -0.59% return, which is significantly higher than LTFIX's -2.46% return.
FYLSX
- 1D
- 2.99%
- 1M
- -5.66%
- YTD
- -0.59%
- 6M
- 2.66%
- 1Y
- 21.46%
- 3Y*
- 17.63%
- 5Y*
- 9.28%
- 10Y*
- —
LTFIX
- 1D
- 2.90%
- 1M
- -5.23%
- YTD
- -2.46%
- 6M
- -0.55%
- 1Y
- 15.33%
- 3Y*
- 15.19%
- 5Y*
- 7.74%
- 10Y*
- 10.52%
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FYLSX vs. LTFIX - Expense Ratio Comparison
FYLSX has a 0.00% expense ratio, which is lower than LTFIX'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
FYLSX vs. LTFIX — Risk / Return Rank
FYLSX
LTFIX
FYLSX vs. LTFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend 2050 Fund (FYLSX) and Principal LifeTime 2055 Fund (LTFIX). 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.
| FYLSX | LTFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.99 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.51 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.21 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.38 | +0.41 |
Martin ratioReturn relative to average drawdown | 8.04 | 6.60 | +1.44 |
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
| FYLSX | LTFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.99 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.50 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.43 | +0.26 |
Correlation
The correlation between FYLSX and LTFIX 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
FYLSX vs. LTFIX - Dividend Comparison
FYLSX's dividend yield for the trailing twelve months is around 3.64%, less than LTFIX's 8.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FYLSX Fidelity Flex Freedom Blend 2050 Fund | 3.64% | 3.62% | 7.86% | 2.22% | 5.82% | 6.93% | 5.73% | 7.01% | 8.17% | 3.09% | 0.00% | 0.00% |
LTFIX Principal LifeTime 2055 Fund | 8.95% | 8.73% | 8.47% | 4.17% | 8.60% | 5.83% | 3.91% | 6.03% | 6.60% | 3.51% | 3.99% | 4.51% |
Drawdowns
FYLSX vs. LTFIX - Drawdown Comparison
The maximum FYLSX drawdown since its inception was -31.26%, smaller than the maximum LTFIX drawdown of -52.73%. Use the drawdown chart below to compare losses from any high point for FYLSX and LTFIX.
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Drawdown Indicators
| FYLSX | LTFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.26% | -52.73% | +21.47% |
Max Drawdown (1Y)Largest decline over 1 year | -11.29% | -11.48% | +0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -27.51% | -26.80% | -0.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.50% | — |
Current DrawdownCurrent decline from peak | -6.77% | -6.06% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -5.54% | -7.70% | +2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.40% | +0.11% |
Volatility
FYLSX vs. LTFIX - Volatility Comparison
Fidelity Flex Freedom Blend 2050 Fund (FYLSX) has a higher volatility of 6.45% compared to Principal LifeTime 2055 Fund (LTFIX) at 5.91%. This indicates that FYLSX's price experiences larger fluctuations and is considered to be riskier than LTFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FYLSX | LTFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 5.91% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 9.34% | +0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.13% | 15.96% | +0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.99% | 15.42% | -0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.08% | 15.80% | +0.28% |