PLWIX vs. FNSHX
Compare and contrast key facts about Principal LifeTime 2020 Fund (PLWIX) and Fidelity Freedom Income Fund Class K (FNSHX).
PLWIX is managed by Principal. It was launched on Feb 28, 2001. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
PLWIX vs. FNSHX - Performance Comparison
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PLWIX vs. FNSHX - 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% | 5.38% |
FNSHX Fidelity Freedom Income Fund Class K | -0.53% | 10.35% | 4.40% | 8.26% | -11.31% | 3.16% | 9.01% | 10.74% | -1.86% | 0.09% |
Returns By Period
In the year-to-date period, PLWIX achieves a -2.23% return, which is significantly lower than FNSHX's -0.53% 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%
FNSHX
- 1D
- 0.18%
- 1M
- -3.51%
- YTD
- -0.53%
- 6M
- 0.90%
- 1Y
- 7.47%
- 3Y*
- 6.18%
- 5Y*
- 2.64%
- 10Y*
- —
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PLWIX vs. FNSHX - Expense Ratio Comparison
PLWIX has a 0.01% expense ratio, which is lower than FNSHX's 0.42% expense ratio.
Return for Risk
PLWIX vs. FNSHX — Risk / Return Rank
PLWIX
FNSHX
PLWIX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2020 Fund (PLWIX) and Fidelity Freedom Income Fund Class K (FNSHX). 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 | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.57 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.17 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.31 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 2.03 | -0.74 |
Martin ratioReturn relative to average drawdown | 5.82 | 8.53 | -2.71 |
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 | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.57 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.51 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.73 | -0.22 |
Correlation
The correlation between PLWIX and FNSHX is 0.81, 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. FNSHX - Dividend Comparison
PLWIX's dividend yield for the trailing twelve months is around 10.31%, more than FNSHX's 3.29% 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% |
FNSHX Fidelity Freedom Income Fund Class K | 3.29% | 3.21% | 3.19% | 2.98% | 5.94% | 6.17% | 4.43% | 3.74% | 5.22% | 0.00% | 0.00% | 0.00% |
Drawdowns
PLWIX vs. FNSHX - Drawdown Comparison
The maximum PLWIX drawdown since its inception was -49.07%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for PLWIX and FNSHX.
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Drawdown Indicators
| PLWIX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.07% | -15.87% | -33.20% |
Max Drawdown (1Y)Largest decline over 1 year | -5.75% | -3.68% | -2.07% |
Max Drawdown (5Y)Largest decline over 5 years | -19.73% | -15.87% | -3.86% |
Max Drawdown (10Y)Largest decline over 10 years | -20.29% | — | — |
Current DrawdownCurrent decline from peak | -4.59% | -3.51% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -3.09% | -2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 0.88% | +0.39% |
Volatility
PLWIX vs. FNSHX - Volatility Comparison
Principal LifeTime 2020 Fund (PLWIX) has a higher volatility of 2.61% compared to Fidelity Freedom Income Fund Class K (FNSHX) at 2.17%. This indicates that PLWIX's price experiences larger fluctuations and is considered to be riskier than FNSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLWIX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.61% | 2.17% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 4.35% | 3.16% | +1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.48% | 4.80% | +2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.22% | 5.25% | +2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.55% | 4.80% | +3.75% |