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FYTKX vs. PMTIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FYTKX vs. PMTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Income Fund Class K6 (FYTKX) and Principal LifeTime 2030 Fund (PMTIX). The values are adjusted to include any dividend payments, if applicable.

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FYTKX vs. PMTIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FYTKX
Fidelity Freedom Income Fund Class K6
-0.40%10.61%4.60%8.42%-11.23%3.25%9.07%10.71%-1.84%3.46%
PMTIX
Principal LifeTime 2030 Fund
-3.15%13.25%12.86%15.11%-16.81%12.70%14.71%22.40%-7.45%8.84%

Returns By Period

In the year-to-date period, FYTKX achieves a -0.40% return, which is significantly higher than PMTIX's -3.15% return.


FYTKX

1D
0.27%
1M
-3.41%
YTD
-0.40%
6M
1.01%
1Y
7.71%
3Y*
6.43%
5Y*
2.82%
10Y*

PMTIX

1D
0.00%
1M
-5.66%
YTD
-3.15%
6M
-1.49%
1Y
9.21%
3Y*
10.71%
5Y*
5.31%
10Y*
8.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FYTKX vs. PMTIX - Expense Ratio Comparison

FYTKX has a 0.37% expense ratio, which is higher than PMTIX's 0.01% expense ratio.


Return for Risk

FYTKX vs. PMTIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FYTKX
FYTKX Risk / Return Rank: 8484
Overall Rank
FYTKX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FYTKX Sortino Ratio Rank: 8585
Sortino Ratio Rank
FYTKX Omega Ratio Rank: 8282
Omega Ratio Rank
FYTKX Calmar Ratio Rank: 8585
Calmar Ratio Rank
FYTKX Martin Ratio Rank: 8686
Martin Ratio Rank

PMTIX
PMTIX Risk / Return Rank: 4949
Overall Rank
PMTIX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
PMTIX Sortino Ratio Rank: 4949
Sortino Ratio Rank
PMTIX Omega Ratio Rank: 4848
Omega Ratio Rank
PMTIX Calmar Ratio Rank: 4545
Calmar Ratio Rank
PMTIX Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FYTKX vs. PMTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Income Fund Class K6 (FYTKX) and Principal LifeTime 2030 Fund (PMTIX). 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.


FYTKXPMTIXDifference

Sharpe ratio

Return per unit of total volatility

1.63

0.95

+0.68

Sortino ratio

Return per unit of downside risk

2.24

1.41

+0.84

Omega ratio

Gain probability vs. loss probability

1.33

1.20

+0.12

Calmar ratio

Return relative to maximum drawdown

2.13

1.12

+1.00

Martin ratio

Return relative to average drawdown

8.94

5.30

+3.65

FYTKX vs. PMTIX - Sharpe Ratio Comparison

The current FYTKX Sharpe Ratio is 1.63, which is higher than the PMTIX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of FYTKX and PMTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FYTKXPMTIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.63

0.95

+0.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.51

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.84

0.47

+0.37

Correlation

The correlation between FYTKX and PMTIX is 0.77, 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

FYTKX vs. PMTIX - Dividend Comparison

FYTKX's dividend yield for the trailing twelve months is around 3.51%, less than PMTIX's 10.01% yield.


TTM20252024202320222021202020192018201720162015
FYTKX
Fidelity Freedom Income Fund Class K6
3.51%3.53%3.38%3.13%6.05%6.26%4.48%3.80%5.33%2.65%0.00%0.00%
PMTIX
Principal LifeTime 2030 Fund
10.01%9.69%9.60%4.26%10.05%8.87%6.37%6.49%8.21%5.87%3.97%9.44%

Drawdowns

FYTKX vs. PMTIX - Drawdown Comparison

The maximum FYTKX drawdown since its inception was -15.80%, smaller than the maximum PMTIX drawdown of -52.14%. Use the drawdown chart below to compare losses from any high point for FYTKX and PMTIX.


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Drawdown Indicators


FYTKXPMTIXDifference

Max Drawdown

Largest peak-to-trough decline

-15.80%

-52.14%

+36.34%

Max Drawdown (1Y)

Largest decline over 1 year

-3.67%

-7.49%

+3.82%

Max Drawdown (5Y)

Largest decline over 5 years

-15.80%

-23.05%

+7.25%

Max Drawdown (10Y)

Largest decline over 10 years

-25.87%

Current Drawdown

Current decline from peak

-3.41%

-5.85%

+2.44%

Average Drawdown

Average peak-to-trough decline

-2.92%

-6.83%

+3.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.87%

1.59%

-0.72%

Volatility

FYTKX vs. PMTIX - Volatility Comparison

The current volatility for Fidelity Freedom Income Fund Class K6 (FYTKX) is 2.20%, while Principal LifeTime 2030 Fund (PMTIX) has a volatility of 3.33%. This indicates that FYTKX experiences smaller price fluctuations and is considered to be less risky than PMTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FYTKXPMTIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.20%

3.33%

-1.13%

Volatility (6M)

Calculated over the trailing 6-month period

3.15%

5.61%

-2.46%

Volatility (1Y)

Calculated over the trailing 1-year period

4.78%

9.78%

-5.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.24%

10.53%

-5.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.72%

11.19%

-6.47%