PLTZX vs. FFFYX
Compare and contrast key facts about Principal LifeTime 2060 Fund (PLTZX) and Fidelity Advisor Freedom 2050 Fund Class C (FFFYX).
PLTZX is managed by Principal. It was launched on Feb 28, 2013. FFFYX is managed by Fidelity. It was launched on Jun 1, 2006.
Performance
PLTZX vs. FFFYX - Performance Comparison
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PLTZX vs. FFFYX - 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% |
FFFYX Fidelity Advisor Freedom 2050 Fund Class C | -4.13% | 27.84% | 12.53% | 18.08% | -18.94% | 14.82% | 16.41% | 25.42% | -9.22% | 20.44% |
Returns By Period
In the year-to-date period, PLTZX achieves a -5.21% return, which is significantly lower than FFFYX's -4.13% return. Both investments have delivered pretty close results over the past 10 years, with PLTZX having a 10.23% annualized return and FFFYX not far behind at 10.07%.
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%
FFFYX
- 1D
- -0.28%
- 1M
- -9.29%
- YTD
- -4.13%
- 6M
- -1.26%
- 1Y
- 22.18%
- 3Y*
- 15.32%
- 5Y*
- 7.63%
- 10Y*
- 10.07%
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PLTZX vs. FFFYX - Expense Ratio Comparison
PLTZX has a 0.01% expense ratio, which is lower than FFFYX's 1.75% expense ratio.
Return for Risk
PLTZX vs. FFFYX — Risk / Return Rank
PLTZX
FFFYX
PLTZX vs. FFFYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2060 Fund (PLTZX) and Fidelity Advisor Freedom 2050 Fund Class C (FFFYX). 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 | FFFYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.33 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.95 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.82 | -0.88 |
Martin ratioReturn relative to average drawdown | 4.59 | 7.97 | -3.38 |
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 | FFFYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.33 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.51 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.65 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.37 | +0.26 |
Correlation
The correlation between PLTZX and FFFYX is 0.97, 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. FFFYX - Dividend Comparison
PLTZX's dividend yield for the trailing twelve months is around 8.79%, less than FFFYX's 10.10% 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% |
FFFYX Fidelity Advisor Freedom 2050 Fund Class C | 10.10% | 9.68% | 0.92% | 0.80% | 10.23% | 9.02% | 4.86% | 6.25% | 10.95% | 3.72% | 3.98% | 2.96% |
Drawdowns
PLTZX vs. FFFYX - Drawdown Comparison
The maximum PLTZX drawdown since its inception was -34.01%, smaller than the maximum FFFYX drawdown of -58.62%. Use the drawdown chart below to compare losses from any high point for PLTZX and FFFYX.
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Drawdown Indicators
| PLTZX | FFFYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.01% | -58.62% | +24.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.51% | -11.10% | -0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -26.79% | -27.99% | +1.20% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -31.38% | -2.63% |
Current DrawdownCurrent decline from peak | -8.70% | -9.87% | +1.17% |
Average DrawdownAverage peak-to-trough decline | -4.67% | -9.82% | +5.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.54% | -0.19% |
Volatility
PLTZX vs. FFFYX - Volatility Comparison
The current volatility for Principal LifeTime 2060 Fund (PLTZX) is 4.98%, while Fidelity Advisor Freedom 2050 Fund Class C (FFFYX) has a volatility of 5.60%. This indicates that PLTZX experiences smaller price fluctuations and is considered to be less risky than FFFYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTZX | FFFYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 5.60% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 9.48% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 16.65% | -0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 14.97% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.93% | 15.48% | +0.45% |