PLTQX vs. FSNKX
Compare and contrast key facts about Principal LifeTime Hybrid 2040 Fund (PLTQX) and Fidelity Freedom 2010 Fund Class K (FSNKX).
PLTQX is managed by Principal. It was launched on Sep 29, 2014. FSNKX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
PLTQX vs. FSNKX - Performance Comparison
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PLTQX vs. FSNKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLTQX Principal LifeTime Hybrid 2040 Fund | -1.33% | 17.25% | 14.58% | 18.16% | -17.90% | 17.09% | 15.41% | 23.86% | -8.61% | 6.91% |
FSNKX Fidelity Freedom 2010 Fund Class K | 0.41% | 11.42% | 5.33% | 9.94% | -13.18% | 5.67% | 11.22% | 14.40% | -3.50% | 4.12% |
Returns By Period
In the year-to-date period, PLTQX achieves a -1.33% return, which is significantly lower than FSNKX's 0.41% return.
PLTQX
- 1D
- 2.39%
- 1M
- -4.41%
- YTD
- -1.33%
- 6M
- 0.68%
- 1Y
- 16.16%
- 3Y*
- 13.87%
- 5Y*
- 7.25%
- 10Y*
- 9.63%
FSNKX
- 1D
- 1.02%
- 1M
- -2.44%
- YTD
- 0.41%
- 6M
- 1.74%
- 1Y
- 9.28%
- 3Y*
- 7.51%
- 5Y*
- 3.22%
- 10Y*
- —
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PLTQX vs. FSNKX - Expense Ratio Comparison
PLTQX has a 0.05% expense ratio, which is lower than FSNKX's 0.44% expense ratio.
Return for Risk
PLTQX vs. FSNKX — Risk / Return Rank
PLTQX
FSNKX
PLTQX vs. FSNKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2040 Fund (PLTQX) and Fidelity Freedom 2010 Fund Class K (FSNKX). 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.
| PLTQX | FSNKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.72 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.41 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.38 | -0.71 |
Martin ratioReturn relative to average drawdown | 8.23 | 9.44 | -1.21 |
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
| PLTQX | FSNKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.72 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.51 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.77 | -0.13 |
Correlation
The correlation between PLTQX and FSNKX is 0.85, 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
PLTQX vs. FSNKX - Dividend Comparison
PLTQX's dividend yield for the trailing twelve months is around 4.56%, less than FSNKX's 4.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTQX Principal LifeTime Hybrid 2040 Fund | 4.56% | 4.50% | 4.19% | 3.14% | 8.95% | 5.00% | 3.85% | 3.84% | 4.47% | 2.37% | 2.34% | 1.65% |
FSNKX Fidelity Freedom 2010 Fund Class K | 4.97% | 4.99% | 3.05% | 2.83% | 7.28% | 9.36% | 6.05% | 5.83% | 7.26% | 3.53% | 0.00% | 0.00% |
Drawdowns
PLTQX vs. FSNKX - Drawdown Comparison
The maximum PLTQX drawdown since its inception was -29.05%, which is greater than FSNKX's maximum drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for PLTQX and FSNKX.
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Drawdown Indicators
| PLTQX | FSNKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.05% | -18.31% | -10.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.05% | -4.00% | -6.05% |
Max Drawdown (5Y)Largest decline over 5 years | -24.18% | -18.31% | -5.87% |
Max Drawdown (10Y)Largest decline over 10 years | -29.05% | — | — |
Current DrawdownCurrent decline from peak | -5.08% | -2.82% | -2.26% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -3.67% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 1.01% | +1.03% |
Volatility
PLTQX vs. FSNKX - Volatility Comparison
Principal LifeTime Hybrid 2040 Fund (PLTQX) has a higher volatility of 5.02% compared to Fidelity Freedom 2010 Fund Class K (FSNKX) at 2.65%. This indicates that PLTQX's price experiences larger fluctuations and is considered to be riskier than FSNKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTQX | FSNKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 2.65% | +2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 3.63% | +4.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.51% | 5.61% | +7.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.36% | 6.34% | +7.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.77% | 6.44% | +7.33% |