LTRIX vs. FIJTX
Compare and contrast key facts about Principal LifeTime 2045 Fund (LTRIX) and Fidelity Advisor Freedom 2060 Fund Class Z (FIJTX).
LTRIX is managed by Principal. It was launched on Feb 28, 2008. FIJTX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
LTRIX vs. FIJTX - Performance Comparison
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LTRIX vs. FIJTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LTRIX Principal LifeTime 2045 Fund | -2.17% | 16.69% | 16.90% | 19.40% | -18.51% | 16.55% | 16.33% | 25.81% | -8.77% |
FIJTX Fidelity Advisor Freedom 2060 Fund Class Z | -1.00% | 23.15% | 13.84% | 19.24% | -18.00% | 16.11% | 17.68% | 26.71% | -8.49% |
Returns By Period
In the year-to-date period, LTRIX achieves a -2.17% return, which is significantly lower than FIJTX's -1.00% return.
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%
FIJTX
- 1D
- 3.14%
- 1M
- -5.91%
- YTD
- -1.00%
- 6M
- 2.04%
- 1Y
- 20.59%
- 3Y*
- 15.87%
- 5Y*
- 8.11%
- 10Y*
- —
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LTRIX vs. FIJTX - Expense Ratio Comparison
LTRIX has a 0.01% expense ratio, which is lower than FIJTX's 0.65% expense ratio.
Return for Risk
LTRIX vs. FIJTX — Risk / Return Rank
LTRIX
FIJTX
LTRIX vs. FIJTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2045 Fund (LTRIX) and Fidelity Advisor Freedom 2060 Fund Class Z (FIJTX). 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 | FIJTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.32 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.89 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.28 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.89 | -0.50 |
Martin ratioReturn relative to average drawdown | 6.65 | 8.20 | -1.55 |
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 | FIJTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.32 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.55 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.64 | -0.20 |
Correlation
The correlation between LTRIX and FIJTX is 0.97, 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. FIJTX - Dividend Comparison
LTRIX's dividend yield for the trailing twelve months is around 9.51%, more than FIJTX's 4.90% 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% |
FIJTX Fidelity Advisor Freedom 2060 Fund Class Z | 4.90% | 4.85% | 1.98% | 2.36% | 10.44% | 8.83% | 4.71% | 6.49% | 5.42% | 0.00% | 0.00% | 0.00% |
Drawdowns
LTRIX vs. FIJTX - Drawdown Comparison
The maximum LTRIX drawdown since its inception was -51.39%, which is greater than FIJTX's maximum drawdown of -31.27%. Use the drawdown chart below to compare losses from any high point for LTRIX and FIJTX.
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Drawdown Indicators
| LTRIX | FIJTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.39% | -31.27% | -20.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.65% | -11.11% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -26.25% | -27.26% | +1.01% |
Max Drawdown (10Y)Largest decline over 10 years | -31.56% | — | — |
Current DrawdownCurrent decline from peak | -5.57% | -7.07% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -5.82% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 2.57% | -0.34% |
Volatility
LTRIX vs. FIJTX - Volatility Comparison
The current volatility for Principal LifeTime 2045 Fund (LTRIX) is 5.45%, while Fidelity Advisor Freedom 2060 Fund Class Z (FIJTX) has a volatility of 6.74%. This indicates that LTRIX experiences smaller price fluctuations and is considered to be less risky than FIJTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTRIX | FIJTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 6.74% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.47% | 10.04% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 16.10% | -1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 14.86% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.79% | 16.91% | -2.12% |