LTRIX vs. FFFYX
Compare and contrast key facts about Principal LifeTime 2045 Fund (LTRIX) and Fidelity Advisor Freedom 2050 Fund Class C (FFFYX).
LTRIX is managed by Principal. It was launched on Feb 28, 2008. FFFYX is managed by Fidelity. It was launched on Jun 1, 2006.
Performance
LTRIX vs. FFFYX - Performance Comparison
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LTRIX vs. FFFYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTRIX Principal LifeTime 2045 Fund | -2.17% | 16.69% | 16.90% | 19.40% | -18.51% | 16.55% | 16.33% | 25.81% | -8.34% | 21.38% |
FFFYX Fidelity Advisor Freedom 2050 Fund Class C | -1.22% | 27.84% | 12.53% | 18.08% | -18.94% | 14.82% | 16.41% | 25.42% | -9.22% | 20.44% |
Returns By Period
In the year-to-date period, LTRIX achieves a -2.17% return, which is significantly lower than FFFYX's -1.22% return. Both investments have delivered pretty close results over the past 10 years, with LTRIX having a 10.08% annualized return and FFFYX not far ahead at 10.40%.
LTRIX
- 1D
- 2.69%
- 1M
- -4.79%
- YTD
- -2.17%
- 6M
- -0.41%
- 1Y
- 14.32%
- 3Y*
- 14.59%
- 5Y*
- 7.34%
- 10Y*
- 10.08%
FFFYX
- 1D
- 3.04%
- 1M
- -5.94%
- YTD
- -1.22%
- 6M
- 1.53%
- 1Y
- 25.21%
- 3Y*
- 16.48%
- 5Y*
- 7.99%
- 10Y*
- 10.40%
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LTRIX vs. FFFYX - Expense Ratio Comparison
LTRIX has a 0.01% expense ratio, which is lower than FFFYX's 1.75% expense ratio.
Return for Risk
LTRIX vs. FFFYX — Risk / Return Rank
LTRIX
FFFYX
LTRIX vs. FFFYX - 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 C (FFFYX). 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 | FFFYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.54 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.25 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.34 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 2.31 | -0.92 |
Martin ratioReturn relative to average drawdown | 6.65 | 9.97 | -3.32 |
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 | FFFYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.54 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.53 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.67 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.38 | +0.07 |
Correlation
The correlation between LTRIX and FFFYX 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. FFFYX - Dividend Comparison
LTRIX's dividend yield for the trailing twelve months is around 9.51%, less than FFFYX's 9.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTRIX Principal LifeTime 2045 Fund | 9.51% | 9.31% | 9.40% | 4.25% | 8.71% | 6.75% | 4.62% | 6.93% | 7.50% | 4.57% | 4.48% | 5.42% |
FFFYX Fidelity Advisor Freedom 2050 Fund Class C | 9.80% | 9.68% | 0.92% | 0.80% | 10.23% | 9.02% | 4.86% | 6.25% | 10.95% | 3.72% | 3.98% | 2.96% |
Drawdowns
LTRIX vs. FFFYX - Drawdown Comparison
The maximum LTRIX drawdown since its inception was -51.39%, smaller than the maximum FFFYX drawdown of -58.62%. Use the drawdown chart below to compare losses from any high point for LTRIX and FFFYX.
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Drawdown Indicators
| LTRIX | FFFYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.39% | -58.62% | +7.23% |
Max Drawdown (1Y)Largest decline over 1 year | -10.65% | -11.10% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -26.25% | -27.99% | +1.74% |
Max Drawdown (10Y)Largest decline over 10 years | -31.56% | -31.38% | -0.18% |
Current DrawdownCurrent decline from peak | -5.57% | -7.13% | +1.56% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -9.82% | +2.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 2.58% | -0.35% |
Volatility
LTRIX vs. FFFYX - Volatility Comparison
The current volatility for Principal LifeTime 2045 Fund (LTRIX) is 5.45%, while Fidelity Advisor Freedom 2050 Fund Class C (FFFYX) has a volatility of 6.58%. This indicates that LTRIX experiences smaller price fluctuations and is considered to be less risky than FFFYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTRIX | FFFYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 6.58% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 8.47% | 9.93% | -1.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 16.88% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 15.03% | -0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.79% | 15.50% | -0.71% |