LTIUX vs. FSNQX
Compare and contrast key facts about Principal LifeTime 2035 Fund (LTIUX) and Fidelity Freedom 2030 Fund Class K (FSNQX).
LTIUX is managed by Principal. It was launched on Feb 28, 2008. FSNQX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
LTIUX vs. FSNQX - Performance Comparison
Loading graphics...
LTIUX vs. FSNQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTIUX Principal LifeTime 2035 Fund | -3.69% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 7.03% |
FSNQX Fidelity Freedom 2030 Fund Class K | -2.05% | 17.70% | 12.33% | 15.46% | -16.87% | 11.59% | 15.76% | 21.87% | -9.21% | 6.54% |
Returns By Period
In the year-to-date period, LTIUX achieves a -3.69% return, which is significantly lower than FSNQX's -2.05% return.
LTIUX
- 1D
- -0.08%
- 1M
- -6.37%
- YTD
- -3.69%
- 6M
- -1.87%
- 1Y
- 9.88%
- 3Y*
- 11.62%
- 5Y*
- 5.83%
- 10Y*
- 8.68%
FSNQX
- 1D
- 0.05%
- 1M
- -6.59%
- YTD
- -2.05%
- 6M
- 0.51%
- 1Y
- 13.99%
- 3Y*
- 12.17%
- 5Y*
- 6.07%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LTIUX vs. FSNQX - Expense Ratio Comparison
LTIUX has a 0.01% expense ratio, which is lower than FSNQX's 0.58% expense ratio.
Return for Risk
LTIUX vs. FSNQX — Risk / Return Rank
LTIUX
FSNQX
LTIUX vs. FSNQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2035 Fund (LTIUX) and Fidelity Freedom 2030 Fund Class K (FSNQX). 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.
| LTIUX | FSNQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.32 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.85 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.66 | -0.60 |
Martin ratioReturn relative to average drawdown | 5.01 | 7.25 | -2.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LTIUX | FSNQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.32 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.57 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.65 | -0.20 |
Correlation
The correlation between LTIUX and FSNQX 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
LTIUX vs. FSNQX - Dividend Comparison
LTIUX's dividend yield for the trailing twelve months is around 9.37%, more than FSNQX's 5.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTIUX Principal LifeTime 2035 Fund | 9.37% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
FSNQX Fidelity Freedom 2030 Fund Class K | 5.60% | 5.48% | 5.78% | 2.01% | 10.15% | 10.98% | 6.28% | 6.88% | 4.51% | 3.23% | 0.00% | 0.00% |
Drawdowns
LTIUX vs. FSNQX - Drawdown Comparison
The maximum LTIUX drawdown since its inception was -49.65%, which is greater than FSNQX's maximum drawdown of -24.61%. Use the drawdown chart below to compare losses from any high point for LTIUX and FSNQX.
Loading graphics...
Drawdown Indicators
| LTIUX | FSNQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.65% | -24.61% | -25.04% |
Max Drawdown (1Y)Largest decline over 1 year | -8.44% | -7.83% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -24.23% | -24.28% | +0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -28.12% | — | — |
Current DrawdownCurrent decline from peak | -6.57% | -6.82% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -5.38% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 1.79% | -0.01% |
Volatility
LTIUX vs. FSNQX - Volatility Comparison
The current volatility for Principal LifeTime 2035 Fund (LTIUX) is 3.74%, while Fidelity Freedom 2030 Fund Class K (FSNQX) has a volatility of 3.98%. This indicates that LTIUX experiences smaller price fluctuations and is considered to be less risky than FSNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LTIUX | FSNQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 3.98% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 6.37% | 6.40% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.12% | 10.70% | +0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.79% | 10.70% | +1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.45% | 11.77% | +0.68% |