PLWIX vs. FHFAX
Compare and contrast key facts about Principal LifeTime 2020 Fund (PLWIX) and Fidelity Advisor Freedom 2055 Fund Class A (FHFAX).
PLWIX is managed by Principal. It was launched on Feb 28, 2001. FHFAX is managed by Fidelity. It was launched on Jun 1, 2011.
Performance
PLWIX vs. FHFAX - Performance Comparison
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PLWIX vs. FHFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLWIX Principal LifeTime 2020 Fund | -2.23% | 11.32% | 12.21% | 12.23% | -14.36% | 9.05% | 12.70% | 18.40% | -5.72% | 14.96% |
FHFAX Fidelity Advisor Freedom 2055 Fund Class A | -4.07% | 22.74% | 13.42% | 18.88% | -18.20% | 15.74% | 17.26% | 26.38% | -8.52% | 21.37% |
Returns By Period
In the year-to-date period, PLWIX achieves a -2.23% return, which is significantly higher than FHFAX's -4.07% return. Over the past 10 years, PLWIX has underperformed FHFAX with an annualized return of 6.86%, while FHFAX has yielded a comparatively higher 10.36% annualized return.
PLWIX
- 1D
- 0.17%
- 1M
- -4.51%
- YTD
- -2.23%
- 6M
- -0.84%
- 1Y
- 7.85%
- 3Y*
- 9.55%
- 5Y*
- 4.70%
- 10Y*
- 6.86%
FHFAX
- 1D
- -0.30%
- 1M
- -9.37%
- YTD
- -4.07%
- 6M
- -0.97%
- 1Y
- 17.20%
- 3Y*
- 14.31%
- 5Y*
- 7.40%
- 10Y*
- 10.36%
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PLWIX vs. FHFAX - Expense Ratio Comparison
PLWIX has a 0.01% expense ratio, which is lower than FHFAX's 1.00% expense ratio.
Return for Risk
PLWIX vs. FHFAX — Risk / Return Rank
PLWIX
FHFAX
PLWIX vs. FHFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2020 Fund (PLWIX) and Fidelity Advisor Freedom 2055 Fund Class A (FHFAX). 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.
| PLWIX | FHFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.09 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.57 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.37 | -0.09 |
Martin ratioReturn relative to average drawdown | 5.82 | 6.04 | -0.22 |
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
| PLWIX | FHFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.09 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.50 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.68 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.59 | -0.08 |
Correlation
The correlation between PLWIX and FHFAX is 0.95, 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
PLWIX vs. FHFAX - Dividend Comparison
PLWIX's dividend yield for the trailing twelve months is around 10.31%, more than FHFAX's 5.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLWIX Principal LifeTime 2020 Fund | 10.31% | 10.08% | 11.91% | 5.12% | 9.82% | 9.40% | 5.90% | 8.69% | 7.35% | 5.74% | 3.73% | 8.75% |
FHFAX Fidelity Advisor Freedom 2055 Fund Class A | 5.41% | 5.19% | 1.28% | 1.57% | 10.67% | 9.08% | 4.81% | 6.33% | 9.98% | 3.29% | 4.16% | 4.12% |
Drawdowns
PLWIX vs. FHFAX - Drawdown Comparison
The maximum PLWIX drawdown since its inception was -49.07%, which is greater than FHFAX's maximum drawdown of -31.27%. Use the drawdown chart below to compare losses from any high point for PLWIX and FHFAX.
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Drawdown Indicators
| PLWIX | FHFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.07% | -31.27% | -17.80% |
Max Drawdown (1Y)Largest decline over 1 year | -5.75% | -11.13% | +5.38% |
Max Drawdown (5Y)Largest decline over 5 years | -19.73% | -27.45% | +7.72% |
Max Drawdown (10Y)Largest decline over 10 years | -20.29% | -31.27% | +10.98% |
Current DrawdownCurrent decline from peak | -4.59% | -9.91% | +5.32% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -4.82% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 2.53% | -1.26% |
Volatility
PLWIX vs. FHFAX - Volatility Comparison
The current volatility for Principal LifeTime 2020 Fund (PLWIX) is 2.61%, while Fidelity Advisor Freedom 2055 Fund Class A (FHFAX) has a volatility of 5.62%. This indicates that PLWIX experiences smaller price fluctuations and is considered to be less risky than FHFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLWIX | FHFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.61% | 5.62% | -3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 4.35% | 9.48% | -5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.48% | 15.78% | -8.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.22% | 14.77% | -6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.55% | 15.39% | -6.84% |