LTRIX vs. FFFQX
Compare and contrast key facts about Principal LifeTime 2045 Fund (LTRIX) and Fidelity Advisor Freedom 2050 Fund Class M (FFFQX).
LTRIX is managed by Principal. It was launched on Feb 28, 2008. FFFQX is managed by Fidelity. It was launched on Jun 1, 2006.
Performance
LTRIX vs. FFFQX - Performance Comparison
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LTRIX vs. FFFQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTRIX Principal LifeTime 2045 Fund | -4.72% | 16.69% | 16.90% | 19.40% | -18.51% | 16.55% | 16.33% | 25.81% | -8.34% | 21.38% |
FFFQX Fidelity Advisor Freedom 2050 Fund Class M | -4.01% | 22.44% | 13.11% | 18.59% | -18.53% | 15.46% | 16.93% | 26.02% | -8.66% | 21.00% |
Returns By Period
In the year-to-date period, LTRIX achieves a -4.72% return, which is significantly lower than FFFQX's -4.01% return. Both investments have delivered pretty close results over the past 10 years, with LTRIX having a 9.79% annualized return and FFFQX not far ahead at 10.08%.
LTRIX
- 1D
- -0.21%
- 1M
- -7.69%
- YTD
- -4.72%
- 6M
- -2.65%
- 1Y
- 11.72%
- 3Y*
- 13.58%
- 5Y*
- 7.05%
- 10Y*
- 9.79%
FFFQX
- 1D
- -0.27%
- 1M
- -9.19%
- YTD
- -4.01%
- 6M
- -0.98%
- 1Y
- 17.09%
- 3Y*
- 14.06%
- 5Y*
- 7.13%
- 10Y*
- 10.08%
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LTRIX vs. FFFQX - Expense Ratio Comparison
LTRIX has a 0.01% expense ratio, which is lower than FFFQX's 1.25% expense ratio.
Return for Risk
LTRIX vs. FFFQX — Risk / Return Rank
LTRIX
FFFQX
LTRIX vs. FFFQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2045 Fund (LTRIX) and Fidelity Advisor Freedom 2050 Fund Class M (FFFQX). 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.
| LTRIX | FFFQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.08 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.56 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.37 | -0.41 |
Martin ratioReturn relative to average drawdown | 4.66 | 6.02 | -1.36 |
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
| LTRIX | FFFQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.08 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.49 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.66 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.39 | +0.05 |
Correlation
The correlation between LTRIX and FFFQX is 0.98, 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
LTRIX vs. FFFQX - Dividend Comparison
LTRIX's dividend yield for the trailing twelve months is around 9.77%, more than FFFQX's 6.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTRIX Principal LifeTime 2045 Fund | 9.77% | 9.31% | 9.40% | 4.25% | 8.71% | 6.75% | 4.62% | 6.93% | 7.50% | 4.57% | 4.48% | 5.42% |
FFFQX Fidelity Advisor Freedom 2050 Fund Class M | 6.03% | 5.79% | 1.25% | 1.08% | 10.39% | 9.23% | 5.07% | 6.49% | 11.27% | 4.06% | 4.30% | 3.45% |
Drawdowns
LTRIX vs. FFFQX - Drawdown Comparison
The maximum LTRIX drawdown since its inception was -51.39%, smaller than the maximum FFFQX drawdown of -58.33%. Use the drawdown chart below to compare losses from any high point for LTRIX and FFFQX.
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Drawdown Indicators
| LTRIX | FFFQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.39% | -58.33% | +6.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.65% | -11.09% | +0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -26.25% | -27.62% | +1.37% |
Max Drawdown (10Y)Largest decline over 10 years | -31.56% | -31.27% | -0.29% |
Current DrawdownCurrent decline from peak | -8.04% | -9.81% | +1.77% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -9.39% | +2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 2.52% | -0.32% |
Volatility
LTRIX vs. FFFQX - Volatility Comparison
The current volatility for Principal LifeTime 2045 Fund (LTRIX) is 4.53%, while Fidelity Advisor Freedom 2050 Fund Class M (FFFQX) has a volatility of 5.59%. This indicates that LTRIX experiences smaller price fluctuations and is considered to be less risky than FFFQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTRIX | FFFQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 5.59% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.04% | 9.42% | -1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 15.73% | -1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.52% | 14.78% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.77% | 15.40% | -0.63% |