PHTQX vs. FNSHX
Compare and contrast key facts about Principal LifeTime Hybrid 2025 Fund (PHTQX) and Fidelity Freedom Income Fund Class K (FNSHX).
PHTQX is managed by Principal. It was launched on Sep 29, 2014. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
PHTQX vs. FNSHX - Performance Comparison
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PHTQX vs. FNSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHTQX Principal LifeTime Hybrid 2025 Fund | -0.73% | 13.11% | 9.88% | 13.23% | -15.18% | 11.94% | 13.62% | 19.24% | -6.54% | 5.56% |
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, PHTQX achieves a -0.73% return, which is significantly lower than FNSHX's 0.45% return.
PHTQX
- 1D
- 1.57%
- 1M
- -3.14%
- YTD
- -0.73%
- 6M
- 0.84%
- 1Y
- 11.50%
- 3Y*
- 10.05%
- 5Y*
- 5.00%
- 10Y*
- 7.41%
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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PHTQX vs. FNSHX - Expense Ratio Comparison
PHTQX has a 0.05% expense ratio, which is lower than FNSHX's 0.42% expense ratio.
Return for Risk
PHTQX vs. FNSHX — Risk / Return Rank
PHTQX
FNSHX
PHTQX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2025 Fund (PHTQX) 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.
| PHTQX | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.76 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.97 | 2.46 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.35 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.34 | -0.52 |
Martin ratioReturn relative to average drawdown | 8.43 | 9.69 | -1.25 |
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
| PHTQX | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.76 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.53 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.75 | -0.07 |
Correlation
The correlation between PHTQX and FNSHX is 0.78, 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
PHTQX vs. FNSHX - Dividend Comparison
PHTQX's dividend yield for the trailing twelve months is around 4.96%, more than FNSHX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHTQX Principal LifeTime Hybrid 2025 Fund | 4.96% | 4.92% | 3.90% | 3.52% | 6.72% | 5.24% | 4.32% | 3.33% | 3.41% | 2.33% | 1.90% | 1.79% |
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
PHTQX vs. FNSHX - Drawdown Comparison
The maximum PHTQX drawdown since its inception was -21.90%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for PHTQX and FNSHX.
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Drawdown Indicators
| PHTQX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.90% | -15.87% | -6.03% |
Max Drawdown (1Y)Largest decline over 1 year | -6.55% | -3.68% | -2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -20.08% | -15.87% | -4.21% |
Max Drawdown (10Y)Largest decline over 10 years | -21.90% | — | — |
Current DrawdownCurrent decline from peak | -3.62% | -2.56% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -3.63% | -3.09% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 0.89% | +0.52% |
Volatility
PHTQX vs. FNSHX - Volatility Comparison
Principal LifeTime Hybrid 2025 Fund (PHTQX) has a higher volatility of 3.49% compared to Fidelity Freedom Income Fund Class K (FNSHX) at 2.45%. This indicates that PHTQX'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
| PHTQX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.49% | 2.45% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 5.24% | 3.30% | +1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.74% | 4.89% | +3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.10% | 5.27% | +3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.80% | 4.81% | +4.99% |