LTSTX vs. FNSHX
Compare and contrast key facts about Principal LifeTime 2025 Fund (LTSTX) and Fidelity Freedom Income Fund Class K (FNSHX).
LTSTX is managed by Principal. It was launched on Feb 28, 2008. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
LTSTX vs. FNSHX - Performance Comparison
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LTSTX vs. FNSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTSTX Principal LifeTime 2025 Fund | -1.09% | 12.16% | 11.91% | 13.30% | -15.23% | 10.91% | 13.70% | 20.50% | -6.41% | 5.95% |
FNSHX Fidelity Freedom Income Fund Class K | 0.45% | 10.35% | 4.40% | 8.26% | -11.31% | 3.16% | 9.01% | 10.74% | -1.86% | 0.09% |
Returns By Period
In the year-to-date period, LTSTX achieves a -1.09% return, which is significantly lower than FNSHX's 0.45% return.
LTSTX
- 1D
- 1.59%
- 1M
- -3.21%
- YTD
- -1.09%
- 6M
- 0.17%
- 1Y
- 9.74%
- 3Y*
- 10.40%
- 5Y*
- 5.02%
- 10Y*
- 7.61%
FNSHX
- 1D
- 0.98%
- 1M
- -2.22%
- YTD
- 0.45%
- 6M
- 1.62%
- 1Y
- 8.22%
- 3Y*
- 6.53%
- 5Y*
- 2.75%
- 10Y*
- —
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LTSTX vs. FNSHX - Expense Ratio Comparison
LTSTX has a 0.01% expense ratio, which is lower than FNSHX's 0.42% expense ratio.
Return for Risk
LTSTX vs. FNSHX — Risk / Return Rank
LTSTX
FNSHX
LTSTX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2025 Fund (LTSTX) and Fidelity Freedom Income Fund Class K (FNSHX). 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.
| LTSTX | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.76 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.73 | 2.46 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 2.34 | -0.76 |
Martin ratioReturn relative to average drawdown | 7.24 | 9.69 | -2.45 |
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
| LTSTX | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.76 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.53 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.75 | -0.29 |
Correlation
The correlation between LTSTX and FNSHX is 0.79, 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
LTSTX vs. FNSHX - Dividend Comparison
LTSTX's dividend yield for the trailing twelve months is around 12.32%, more than FNSHX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTSTX Principal LifeTime 2025 Fund | 12.32% | 12.19% | 9.74% | 4.26% | 8.00% | 7.66% | 5.25% | 6.91% | 6.39% | 4.75% | 3.65% | 8.91% |
FNSHX Fidelity Freedom Income Fund Class K | 3.26% | 3.21% | 3.19% | 2.98% | 5.94% | 6.17% | 4.43% | 3.74% | 5.22% | 0.00% | 0.00% | 0.00% |
Drawdowns
LTSTX vs. FNSHX - Drawdown Comparison
The maximum LTSTX drawdown since its inception was -48.17%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for LTSTX and FNSHX.
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Drawdown Indicators
| LTSTX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.17% | -15.87% | -32.30% |
Max Drawdown (1Y)Largest decline over 1 year | -6.47% | -3.68% | -2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -15.87% | -5.14% |
Max Drawdown (10Y)Largest decline over 10 years | -23.33% | — | — |
Current DrawdownCurrent decline from peak | -3.64% | -2.56% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -6.21% | -3.09% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 0.89% | +0.52% |
Volatility
LTSTX vs. FNSHX - Volatility Comparison
Principal LifeTime 2025 Fund (LTSTX) has a higher volatility of 3.50% compared to Fidelity Freedom Income Fund Class K (FNSHX) at 2.45%. This indicates that LTSTX's price experiences larger fluctuations and is considered to be riskier than FNSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTSTX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 2.45% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 5.14% | 3.30% | +1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.56% | 4.89% | +3.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.18% | 5.27% | +3.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.82% | 4.81% | +5.01% |