LTFIX vs. FHAPX
Compare and contrast key facts about Principal LifeTime 2055 Fund (LTFIX) and Fidelity Freedom Blend 2050 Fund (FHAPX).
LTFIX is managed by Principal. It was launched on Feb 28, 2008. FHAPX is managed by Fidelity. It was launched on Aug 31, 2018.
Performance
LTFIX vs. FHAPX - Performance Comparison
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LTFIX vs. FHAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LTFIX Principal LifeTime 2055 Fund | -5.21% | 17.80% | 17.28% | 20.33% | -18.84% | 17.73% | 16.47% | 27.27% | -13.66% |
FHAPX Fidelity Freedom Blend 2050 Fund | -3.62% | 22.63% | 16.27% | 20.48% | -19.04% | 16.29% | 17.82% | 26.35% | -15.00% |
Returns By Period
In the year-to-date period, LTFIX achieves a -5.21% return, which is significantly lower than FHAPX's -3.62% return.
LTFIX
- 1D
- -0.30%
- 1M
- -8.30%
- YTD
- -5.21%
- 6M
- -2.99%
- 1Y
- 12.51%
- 3Y*
- 14.10%
- 5Y*
- 7.41%
- 10Y*
- 10.20%
FHAPX
- 1D
- -0.35%
- 1M
- -9.04%
- YTD
- -3.62%
- 6M
- -0.34%
- 1Y
- 18.28%
- 3Y*
- 15.61%
- 5Y*
- 8.19%
- 10Y*
- —
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LTFIX vs. FHAPX - Expense Ratio Comparison
LTFIX has a 0.01% expense ratio, which is lower than FHAPX's 0.49% expense ratio.
Return for Risk
LTFIX vs. FHAPX — Risk / Return Rank
LTFIX
FHAPX
LTFIX vs. FHAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2055 Fund (LTFIX) and Fidelity Freedom Blend 2050 Fund (FHAPX). 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.
| LTFIX | FHAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.14 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.65 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.45 | -0.51 |
Martin ratioReturn relative to average drawdown | 4.55 | 6.58 | -2.03 |
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
| LTFIX | FHAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.14 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.55 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.56 | -0.14 |
Correlation
The correlation between LTFIX and FHAPX is 0.96, 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
LTFIX vs. FHAPX - Dividend Comparison
LTFIX's dividend yield for the trailing twelve months is around 9.21%, more than FHAPX's 2.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTFIX Principal LifeTime 2055 Fund | 9.21% | 8.73% | 8.47% | 4.17% | 8.60% | 5.83% | 3.91% | 6.03% | 6.60% | 3.51% | 3.99% | 4.51% |
FHAPX Fidelity Freedom Blend 2050 Fund | 2.56% | 2.47% | 4.84% | 1.86% | 6.21% | 8.52% | 4.82% | 3.28% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LTFIX vs. FHAPX - Drawdown Comparison
The maximum LTFIX drawdown since its inception was -52.73%, which is greater than FHAPX's maximum drawdown of -31.30%. Use the drawdown chart below to compare losses from any high point for LTFIX and FHAPX.
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Drawdown Indicators
| LTFIX | FHAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.73% | -31.30% | -21.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -11.35% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -26.80% | -27.81% | +1.01% |
Max Drawdown (10Y)Largest decline over 10 years | -33.50% | — | — |
Current DrawdownCurrent decline from peak | -8.71% | -9.62% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -7.70% | -6.23% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.49% | -0.12% |
Volatility
LTFIX vs. FHAPX - Volatility Comparison
The current volatility for Principal LifeTime 2055 Fund (LTFIX) is 4.93%, while Fidelity Freedom Blend 2050 Fund (FHAPX) has a volatility of 5.44%. This indicates that LTFIX experiences smaller price fluctuations and is considered to be less risky than FHAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTFIX | FHAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.93% | 5.44% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.89% | 9.40% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 15.95% | -0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.37% | 14.92% | +0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 16.93% | -1.16% |