PLTZX vs. FTLSX
Compare and contrast key facts about Principal LifeTime 2060 Fund (PLTZX) and Fidelity Flex Freedom Blend Income Fund (FTLSX).
PLTZX is managed by Principal. It was launched on Feb 28, 2013. FTLSX is managed by Fidelity. It was launched on Jun 8, 2017.
Performance
PLTZX vs. FTLSX - Performance Comparison
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PLTZX vs. FTLSX - 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% | 11.01% |
FTLSX Fidelity Flex Freedom Blend Income Fund | -0.50% | 10.31% | 4.72% | 8.60% | -11.33% | 3.30% | 9.04% | 10.97% | -1.40% | 3.61% |
Returns By Period
In the year-to-date period, PLTZX achieves a -5.21% return, which is significantly lower than FTLSX's -0.50% return.
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%
FTLSX
- 1D
- 0.20%
- 1M
- -3.46%
- YTD
- -0.50%
- 6M
- 0.89%
- 1Y
- 7.42%
- 3Y*
- 6.37%
- 5Y*
- 2.81%
- 10Y*
- —
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PLTZX vs. FTLSX - Expense Ratio Comparison
PLTZX has a 0.01% expense ratio, which is higher than FTLSX's 0.00% expense ratio. However, 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. FTLSX — Risk / Return Rank
PLTZX
FTLSX
PLTZX vs. FTLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2060 Fund (PLTZX) and Fidelity Flex Freedom Blend Income Fund (FTLSX). 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 | FTLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.58 | -0.77 |
Sortino ratioReturn per unit of downside risk | 1.24 | 2.18 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.31 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 2.06 | -1.12 |
Martin ratioReturn relative to average drawdown | 4.59 | 8.61 | -4.03 |
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 | FTLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.58 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.53 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.85 | -0.22 |
Correlation
The correlation between PLTZX and FTLSX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PLTZX vs. FTLSX - Dividend Comparison
PLTZX's dividend yield for the trailing twelve months is around 8.79%, more than FTLSX's 3.83% 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% |
FTLSX Fidelity Flex Freedom Blend Income Fund | 3.83% | 3.68% | 3.37% | 3.19% | 5.28% | 4.91% | 3.06% | 4.44% | 4.26% | 1.97% | 0.00% | 0.00% |
Drawdowns
PLTZX vs. FTLSX - Drawdown Comparison
The maximum PLTZX drawdown since its inception was -34.01%, which is greater than FTLSX's maximum drawdown of -15.74%. Use the drawdown chart below to compare losses from any high point for PLTZX and FTLSX.
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Drawdown Indicators
| PLTZX | FTLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.01% | -15.74% | -18.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.51% | -3.65% | -7.86% |
Max Drawdown (5Y)Largest decline over 5 years | -26.79% | -15.74% | -11.05% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | — | — |
Current DrawdownCurrent decline from peak | -8.70% | -3.46% | -5.24% |
Average DrawdownAverage peak-to-trough decline | -4.67% | -2.86% | -1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 0.87% | +1.48% |
Volatility
PLTZX vs. FTLSX - Volatility Comparison
Principal LifeTime 2060 Fund (PLTZX) has a higher volatility of 4.98% compared to Fidelity Flex Freedom Blend Income Fund (FTLSX) at 2.12%. This indicates that PLTZX's price experiences larger fluctuations and is considered to be riskier than FTLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTZX | FTLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 2.12% | +2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 3.10% | +5.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 4.82% | +10.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 5.34% | +10.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.93% | 4.74% | +11.19% |