PRTLX vs. FNSHX
Compare and contrast key facts about Putnam RetirementReady 2055 Fund (PRTLX) and Fidelity Freedom Income Fund Class K (FNSHX).
PRTLX is managed by Putnam. It was launched on Nov 29, 2010. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
PRTLX vs. FNSHX - Performance Comparison
Loading graphics...
PRTLX vs. FNSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRTLX Putnam RetirementReady 2055 Fund | -7.18% | 13.42% | 15.59% | 22.31% | -15.71% | 17.39% | 14.17% | 20.75% | -9.44% | 8.52% |
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, PRTLX achieves a -7.18% return, which is significantly lower than FNSHX's -0.53% return.
PRTLX
- 1D
- -0.29%
- 1M
- -7.30%
- YTD
- -7.18%
- 6M
- -5.06%
- 1Y
- 9.76%
- 3Y*
- 11.87%
- 5Y*
- 7.08%
- 10Y*
- 9.19%
FNSHX
- 1D
- 0.18%
- 1M
- -3.51%
- YTD
- -0.53%
- 6M
- 0.90%
- 1Y
- 7.47%
- 3Y*
- 6.18%
- 5Y*
- 2.64%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRTLX vs. FNSHX - Expense Ratio Comparison
PRTLX has a 0.03% expense ratio, which is lower than FNSHX's 0.42% expense ratio.
Return for Risk
PRTLX vs. FNSHX — Risk / Return Rank
PRTLX
FNSHX
PRTLX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam RetirementReady 2055 Fund (PRTLX) 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.
| PRTLX | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.57 | -0.88 |
Sortino ratioReturn per unit of downside risk | 0.98 | 2.17 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.31 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 2.03 | -1.34 |
Martin ratioReturn relative to average drawdown | 3.12 | 8.53 | -5.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PRTLX | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.57 | -0.88 |
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 | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.73 | -0.21 |
Correlation
The correlation between PRTLX and FNSHX is 0.68, 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
PRTLX vs. FNSHX - Dividend Comparison
PRTLX's dividend yield for the trailing twelve months is around 1.81%, less than FNSHX's 3.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRTLX Putnam RetirementReady 2055 Fund | 1.81% | 1.68% | 1.20% | 1.60% | 10.10% | 12.83% | 1.09% | 7.44% | 15.18% | 5.47% | 1.14% | 9.07% |
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
PRTLX vs. FNSHX - Drawdown Comparison
The maximum PRTLX drawdown since its inception was -28.52%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for PRTLX and FNSHX.
Loading graphics...
Drawdown Indicators
| PRTLX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.52% | -15.87% | -12.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.53% | -3.68% | -7.85% |
Max Drawdown (5Y)Largest decline over 5 years | -21.71% | -15.87% | -5.84% |
Max Drawdown (10Y)Largest decline over 10 years | -28.52% | — | — |
Current DrawdownCurrent decline from peak | -8.87% | -3.51% | -5.36% |
Average DrawdownAverage peak-to-trough decline | -5.62% | -3.09% | -2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 0.88% | +1.66% |
Volatility
PRTLX vs. FNSHX - Volatility Comparison
Putnam RetirementReady 2055 Fund (PRTLX) has a higher volatility of 4.27% compared to Fidelity Freedom Income Fund Class K (FNSHX) at 2.17%. This indicates that PRTLX'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.
Loading graphics...
Volatility by Period
| PRTLX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 2.17% | +2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 3.16% | +5.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.07% | 4.80% | +9.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.89% | 5.25% | +8.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.55% | 4.80% | +9.75% |