PADLX vs. FTAFX
Compare and contrast key facts about Putnam Retirement Advantage Maturity Fund (PADLX) and Fidelity Advisor Freedom Income Fund Class M (FTAFX).
PADLX is managed by Putnam. It was launched on Dec 30, 2019. FTAFX is managed by Fidelity. It was launched on Jul 24, 2003.
Performance
PADLX vs. FTAFX - Performance Comparison
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PADLX vs. FTAFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PADLX Putnam Retirement Advantage Maturity Fund | -0.28% | 10.83% | 8.34% | 11.01% | -12.54% | 2.93% | 7.84% |
FTAFX Fidelity Advisor Freedom Income Fund Class M | 0.13% | 9.66% | 3.70% | 7.58% | -11.88% | 2.64% | 7.80% |
Returns By Period
In the year-to-date period, PADLX achieves a -0.28% return, which is significantly lower than FTAFX's 0.13% return.
PADLX
- 1D
- 0.55%
- 1M
- -2.39%
- YTD
- -0.28%
- 6M
- 1.83%
- 1Y
- 9.84%
- 3Y*
- 8.76%
- 5Y*
- 3.42%
- 10Y*
- —
FTAFX
- 1D
- 0.95%
- 1M
- -2.31%
- YTD
- 0.13%
- 6M
- 1.08%
- 1Y
- 7.13%
- 3Y*
- 5.81%
- 5Y*
- 2.07%
- 10Y*
- 3.61%
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PADLX vs. FTAFX - Expense Ratio Comparison
PADLX has a 0.22% expense ratio, which is lower than FTAFX's 0.97% expense ratio.
Return for Risk
PADLX vs. FTAFX — Risk / Return Rank
PADLX
FTAFX
PADLX vs. FTAFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Retirement Advantage Maturity Fund (PADLX) and Fidelity Advisor Freedom Income Fund Class M (FTAFX). 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.
| PADLX | FTAFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.75 | 1.54 | +0.22 |
Sortino ratioReturn per unit of downside risk | 2.46 | 2.14 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.30 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.01 | +0.22 |
Martin ratioReturn relative to average drawdown | 9.78 | 8.30 | +1.48 |
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
| PADLX | FTAFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 1.54 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.40 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.72 | -0.17 |
Correlation
The correlation between PADLX and FTAFX is 0.87, 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
PADLX vs. FTAFX - Dividend Comparison
PADLX's dividend yield for the trailing twelve months is around 4.74%, more than FTAFX's 2.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PADLX Putnam Retirement Advantage Maturity Fund | 4.74% | 5.03% | 3.71% | 2.91% | 1.01% | 1.45% | 1.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTAFX Fidelity Advisor Freedom Income Fund Class M | 2.76% | 2.73% | 2.65% | 2.42% | 5.49% | 4.88% | 3.36% | 3.28% | 5.15% | 2.91% | 2.55% | 2.62% |
Drawdowns
PADLX vs. FTAFX - Drawdown Comparison
The maximum PADLX drawdown since its inception was -18.87%, roughly equal to the maximum FTAFX drawdown of -19.56%. Use the drawdown chart below to compare losses from any high point for PADLX and FTAFX.
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Drawdown Indicators
| PADLX | FTAFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.87% | -19.56% | +0.69% |
Max Drawdown (1Y)Largest decline over 1 year | -4.65% | -3.76% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -18.87% | -16.30% | -2.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.30% | — |
Current DrawdownCurrent decline from peak | -2.93% | -2.66% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -2.28% | -2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 0.91% | +0.15% |
Volatility
PADLX vs. FTAFX - Volatility Comparison
The current volatility for Putnam Retirement Advantage Maturity Fund (PADLX) is 2.05%, while Fidelity Advisor Freedom Income Fund Class M (FTAFX) has a volatility of 2.41%. This indicates that PADLX experiences smaller price fluctuations and is considered to be less risky than FTAFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PADLX | FTAFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 2.41% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 3.27% | 3.26% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.82% | 4.86% | +0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.63% | 5.28% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.56% | 4.60% | +2.96% |