PLTZX vs. FDKLX
Compare and contrast key facts about Principal LifeTime 2060 Fund (PLTZX) and Fidelity Freedom Index 2060 Fund Investor Class (FDKLX).
PLTZX is managed by Principal. It was launched on Feb 28, 2013. FDKLX is managed by Fidelity. It was launched on Aug 5, 2014.
Performance
PLTZX vs. FDKLX - Performance Comparison
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PLTZX vs. FDKLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLTZX Principal LifeTime 2060 Fund | -5.21% | 17.76% | 16.89% | 20.36% | -18.81% | 18.12% | 16.60% | 27.54% | -9.24% | 22.68% |
FDKLX Fidelity Freedom Index 2060 Fund Investor Class | -4.22% | 21.38% | 14.16% | 19.91% | -18.18% | 15.88% | 16.38% | 26.06% | -7.23% | 20.58% |
Returns By Period
In the year-to-date period, PLTZX achieves a -5.21% return, which is significantly lower than FDKLX's -4.22% return. Both investments have delivered pretty close results over the past 10 years, with PLTZX having a 10.23% annualized return and FDKLX not far ahead at 10.38%.
PLTZX
- 1D
- -0.28%
- 1M
- -8.28%
- YTD
- -5.21%
- 6M
- -2.98%
- 1Y
- 12.54%
- 3Y*
- 13.98%
- 5Y*
- 7.39%
- 10Y*
- 10.23%
FDKLX
- 1D
- -0.19%
- 1M
- -8.63%
- YTD
- -4.22%
- 6M
- -1.32%
- 1Y
- 16.51%
- 3Y*
- 14.18%
- 5Y*
- 7.72%
- 10Y*
- 10.38%
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PLTZX vs. FDKLX - Expense Ratio Comparison
PLTZX has a 0.01% expense ratio, which is lower than FDKLX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
PLTZX vs. FDKLX — Risk / Return Rank
PLTZX
FDKLX
PLTZX vs. FDKLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2060 Fund (PLTZX) and Fidelity Freedom Index 2060 Fund Investor Class (FDKLX). 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.
| PLTZX | FDKLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.09 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.59 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.36 | -0.43 |
Martin ratioReturn relative to average drawdown | 4.59 | 6.29 | -1.70 |
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
| PLTZX | FDKLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.09 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.54 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.69 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.61 | +0.02 |
Correlation
The correlation between PLTZX and FDKLX is 0.98, 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
PLTZX vs. FDKLX - Dividend Comparison
PLTZX's dividend yield for the trailing twelve months is around 8.79%, more than FDKLX's 2.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTZX Principal LifeTime 2060 Fund | 8.79% | 8.33% | 7.85% | 4.12% | 8.44% | 5.29% | 3.60% | 5.86% | 5.75% | 2.73% | 3.48% | 3.29% |
FDKLX Fidelity Freedom Index 2060 Fund Investor Class | 2.04% | 1.95% | 1.94% | 1.89% | 1.99% | 1.86% | 1.79% | 6.74% | 2.33% | 2.12% | 2.41% | 1.82% |
Drawdowns
PLTZX vs. FDKLX - Drawdown Comparison
The maximum PLTZX drawdown since its inception was -34.01%, which is greater than FDKLX's maximum drawdown of -30.73%. Use the drawdown chart below to compare losses from any high point for PLTZX and FDKLX.
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Drawdown Indicators
| PLTZX | FDKLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.01% | -30.73% | -3.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.51% | -10.85% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -26.79% | -26.19% | -0.60% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -30.73% | -3.28% |
Current DrawdownCurrent decline from peak | -8.70% | -9.11% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -4.67% | -4.62% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.35% | 0.00% |
Volatility
PLTZX vs. FDKLX - Volatility Comparison
Principal LifeTime 2060 Fund (PLTZX) and Fidelity Freedom Index 2060 Fund Investor Class (FDKLX) have volatilities of 4.98% and 5.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTZX | FDKLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 5.02% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 8.78% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 15.20% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 14.26% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.93% | 15.09% | +0.84% |