PMTIX vs. FFFYX
Compare and contrast key facts about Principal LifeTime 2030 Fund (PMTIX) and Fidelity Advisor Freedom 2050 Fund Class C (FFFYX).
PMTIX is managed by Principal. It was launched on Feb 28, 2001. FFFYX is managed by Fidelity. It was launched on Jun 1, 2006.
Performance
PMTIX vs. FFFYX - Performance Comparison
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PMTIX vs. FFFYX - 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% |
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, PMTIX achieves a -3.15% return, which is significantly higher than FFFYX's -4.13% return. Over the past 10 years, PMTIX has underperformed FFFYX with an annualized return of 8.05%, while FFFYX has yielded a comparatively higher 10.07% 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%
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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PMTIX vs. FFFYX - Expense Ratio Comparison
PMTIX has a 0.01% expense ratio, which is lower than FFFYX's 1.75% expense ratio.
Return for Risk
PMTIX vs. FFFYX — Risk / Return Rank
PMTIX
FFFYX
PMTIX vs. FFFYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2030 Fund (PMTIX) 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.
| PMTIX | FFFYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.33 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.95 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.29 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.82 | -0.70 |
Martin ratioReturn relative to average drawdown | 5.30 | 7.97 | -2.68 |
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 | FFFYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.33 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.51 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.65 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.37 | +0.10 |
Correlation
The correlation between PMTIX 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
PMTIX vs. FFFYX - Dividend Comparison
PMTIX's dividend yield for the trailing twelve months is around 10.01%, which matches FFFYX's 10.10% 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% |
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
PMTIX vs. FFFYX - Drawdown Comparison
The maximum PMTIX drawdown since its inception was -52.14%, smaller than the maximum FFFYX drawdown of -58.62%. Use the drawdown chart below to compare losses from any high point for PMTIX and FFFYX.
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Drawdown Indicators
| PMTIX | FFFYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.14% | -58.62% | +6.48% |
Max Drawdown (1Y)Largest decline over 1 year | -7.49% | -11.10% | +3.61% |
Max Drawdown (5Y)Largest decline over 5 years | -23.05% | -27.99% | +4.94% |
Max Drawdown (10Y)Largest decline over 10 years | -25.87% | -31.38% | +5.51% |
Current DrawdownCurrent decline from peak | -5.85% | -9.87% | +4.02% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -9.82% | +2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 2.54% | -0.95% |
Volatility
PMTIX vs. FFFYX - Volatility Comparison
The current volatility for Principal LifeTime 2030 Fund (PMTIX) is 3.33%, while Fidelity Advisor Freedom 2050 Fund Class C (FFFYX) has a volatility of 5.60%. This indicates that PMTIX 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
| PMTIX | FFFYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 5.60% | -2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 5.61% | 9.48% | -3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.78% | 16.65% | -6.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.53% | 14.97% | -4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.19% | 15.48% | -4.29% |