PMTIX vs. FAFAX
Compare and contrast key facts about Principal LifeTime 2030 Fund (PMTIX) and Fidelity Advisor Freedom Income Fund Class A (FAFAX).
PMTIX is managed by Principal. It was launched on Feb 28, 2001. FAFAX is managed by Fidelity. It was launched on Jul 24, 2003.
Performance
PMTIX vs. FAFAX - Performance Comparison
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PMTIX vs. FAFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMTIX Principal LifeTime 2030 Fund | -3.15% | 13.25% | 12.86% | 15.11% | -16.81% | 12.70% | 14.71% | 22.40% | -7.45% | 18.41% |
FAFAX Fidelity Advisor Freedom Income Fund Class A | -0.68% | 9.76% | 4.04% | 7.83% | -11.67% | 2.92% | 8.46% | 10.85% | -2.03% | 7.12% |
Returns By Period
In the year-to-date period, PMTIX achieves a -3.15% return, which is significantly lower than FAFAX's -0.68% return. Over the past 10 years, PMTIX has outperformed FAFAX with an annualized return of 8.05%, while FAFAX has yielded a comparatively lower 3.77% annualized return.
PMTIX
- 1D
- 0.00%
- 1M
- -5.66%
- YTD
- -3.15%
- 6M
- -1.49%
- 1Y
- 9.21%
- 3Y*
- 10.71%
- 5Y*
- 5.31%
- 10Y*
- 8.05%
FAFAX
- 1D
- 0.19%
- 1M
- -3.55%
- YTD
- -0.68%
- 6M
- 0.52%
- 1Y
- 6.76%
- 3Y*
- 5.74%
- 5Y*
- 2.23%
- 10Y*
- 3.77%
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PMTIX vs. FAFAX - Expense Ratio Comparison
PMTIX has a 0.01% expense ratio, which is lower than FAFAX's 0.72% expense ratio.
Return for Risk
PMTIX vs. FAFAX — Risk / Return Rank
PMTIX
FAFAX
PMTIX vs. FAFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2030 Fund (PMTIX) and Fidelity Advisor Freedom Income Fund Class A (FAFAX). 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.
| PMTIX | FAFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.43 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.97 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.84 | -0.72 |
Martin ratioReturn relative to average drawdown | 5.30 | 7.65 | -2.36 |
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
| PMTIX | FAFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.43 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.43 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.83 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.77 | -0.31 |
Correlation
The correlation between PMTIX and FAFAX is 0.82, 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
PMTIX vs. FAFAX - Dividend Comparison
PMTIX's dividend yield for the trailing twelve months is around 10.01%, more than FAFAX's 3.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMTIX Principal LifeTime 2030 Fund | 10.01% | 9.69% | 9.60% | 4.26% | 10.05% | 8.87% | 6.37% | 6.49% | 8.21% | 5.87% | 3.97% | 9.44% |
FAFAX Fidelity Advisor Freedom Income Fund Class A | 3.01% | 2.93% | 2.88% | 2.66% | 5.70% | 5.06% | 3.60% | 3.52% | 5.39% | 3.13% | 2.86% | 2.82% |
Drawdowns
PMTIX vs. FAFAX - Drawdown Comparison
The maximum PMTIX drawdown since its inception was -52.14%, which is greater than FAFAX's maximum drawdown of -19.07%. Use the drawdown chart below to compare losses from any high point for PMTIX and FAFAX.
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Drawdown Indicators
| PMTIX | FAFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.14% | -19.07% | -33.07% |
Max Drawdown (1Y)Largest decline over 1 year | -7.49% | -3.73% | -3.76% |
Max Drawdown (5Y)Largest decline over 5 years | -23.05% | -16.11% | -6.94% |
Max Drawdown (10Y)Largest decline over 10 years | -25.87% | -16.11% | -9.76% |
Current DrawdownCurrent decline from peak | -5.85% | -3.55% | -2.30% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -2.18% | -4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 0.90% | +0.69% |
Volatility
PMTIX vs. FAFAX - Volatility Comparison
Principal LifeTime 2030 Fund (PMTIX) has a higher volatility of 3.33% compared to Fidelity Advisor Freedom Income Fund Class A (FAFAX) at 2.12%. This indicates that PMTIX's price experiences larger fluctuations and is considered to be riskier than FAFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMTIX | FAFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 2.12% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 5.61% | 3.11% | +2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.78% | 4.77% | +5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.53% | 5.25% | +5.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.19% | 4.57% | +6.62% |