PLSIX vs. FNSHX
Compare and contrast key facts about Principal LifeTime Strategic Income Fund (PLSIX) and Fidelity Freedom Income Fund Class K (FNSHX).
PLSIX is managed by Principal. It was launched on Feb 28, 2001. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
PLSIX vs. FNSHX - Performance Comparison
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PLSIX vs. FNSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLSIX Principal LifeTime Strategic Income Fund | -0.78% | 10.46% | 8.16% | 10.93% | -13.11% | 4.40% | 10.19% | 12.77% | -3.15% | 3.09% |
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, PLSIX achieves a -0.78% return, which is significantly lower than FNSHX's 0.45% return.
PLSIX
- 1D
- 1.14%
- 1M
- -2.71%
- YTD
- -0.78%
- 6M
- 0.30%
- 1Y
- 8.14%
- 3Y*
- 8.18%
- 5Y*
- 3.49%
- 10Y*
- 4.85%
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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PLSIX vs. FNSHX - Expense Ratio Comparison
PLSIX has a 0.02% expense ratio, which is lower than FNSHX's 0.42% expense ratio.
Return for Risk
PLSIX vs. FNSHX — Risk / Return Rank
PLSIX
FNSHX
PLSIX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Strategic Income Fund (PLSIX) 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.
| PLSIX | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.76 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.80 | 2.46 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.34 | -0.62 |
Martin ratioReturn relative to average drawdown | 7.43 | 9.69 | -2.25 |
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
| PLSIX | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.76 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.53 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.75 | -0.31 |
Correlation
The correlation between PLSIX and FNSHX 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
PLSIX vs. FNSHX - Dividend Comparison
PLSIX's dividend yield for the trailing twelve months is around 5.83%, more than FNSHX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLSIX Principal LifeTime Strategic Income Fund | 5.83% | 5.79% | 6.17% | 2.59% | 5.27% | 7.76% | 3.80% | 5.45% | 7.67% | 4.76% | 2.50% | 2.11% |
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
PLSIX vs. FNSHX - Drawdown Comparison
The maximum PLSIX drawdown since its inception was -40.52%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for PLSIX and FNSHX.
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Drawdown Indicators
| PLSIX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.52% | -15.87% | -24.65% |
Max Drawdown (1Y)Largest decline over 1 year | -4.96% | -3.68% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -17.93% | -15.87% | -2.06% |
Max Drawdown (10Y)Largest decline over 10 years | -17.93% | — | — |
Current DrawdownCurrent decline from peak | -3.04% | -2.56% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -3.09% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 0.89% | +0.26% |
Volatility
PLSIX vs. FNSHX - Volatility Comparison
Principal LifeTime Strategic Income Fund (PLSIX) has a higher volatility of 2.75% compared to Fidelity Freedom Income Fund Class K (FNSHX) at 2.45%. This indicates that PLSIX'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
| PLSIX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.75% | 2.45% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 4.04% | 3.30% | +0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.58% | 4.89% | +1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.78% | 5.27% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.84% | 4.81% | +1.03% |