PTDIX vs. FFFYX
Compare and contrast key facts about Principal LifeTime 2040 Fund (PTDIX) and Fidelity Advisor Freedom 2050 Fund Class C (FFFYX).
PTDIX is managed by Principal. It was launched on Feb 28, 2001. FFFYX is managed by Fidelity. It was launched on Jun 1, 2006.
Performance
PTDIX vs. FFFYX - Performance Comparison
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PTDIX vs. FFFYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTDIX Principal LifeTime 2040 Fund | -4.20% | 15.59% | 17.43% | 18.33% | -18.13% | 15.35% | 16.04% | 24.91% | -7.95% | 20.69% |
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
The year-to-date returns for both investments are quite close, with PTDIX having a -4.20% return and FFFYX slightly higher at -4.13%. Over the past 10 years, PTDIX has underperformed FFFYX with an annualized return of 9.48%, while FFFYX has yielded a comparatively higher 10.07% annualized return.
PTDIX
- 1D
- -0.13%
- 1M
- -7.05%
- YTD
- -4.20%
- 6M
- -2.23%
- 1Y
- 11.01%
- 3Y*
- 13.35%
- 5Y*
- 6.84%
- 10Y*
- 9.48%
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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PTDIX vs. FFFYX - Expense Ratio Comparison
PTDIX has a 0.01% expense ratio, which is lower than FFFYX's 1.75% expense ratio.
Return for Risk
PTDIX vs. FFFYX — Risk / Return Rank
PTDIX
FFFYX
PTDIX vs. FFFYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2040 Fund (PTDIX) 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.
| PTDIX | FFFYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.33 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.95 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.82 | -0.82 |
Martin ratioReturn relative to average drawdown | 4.85 | 7.97 | -3.12 |
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
| PTDIX | FFFYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.33 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.51 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.65 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.37 | +0.08 |
Correlation
The correlation between PTDIX and FFFYX is 0.98, 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
PTDIX vs. FFFYX - Dividend Comparison
PTDIX's dividend yield for the trailing twelve months is around 10.23%, more than FFFYX's 10.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTDIX Principal LifeTime 2040 Fund | 10.23% | 9.80% | 12.28% | 4.40% | 8.61% | 8.92% | 6.01% | 7.26% | 9.28% | 6.07% | 4.86% | 6.73% |
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
PTDIX vs. FFFYX - Drawdown Comparison
The maximum PTDIX drawdown since its inception was -54.38%, smaller than the maximum FFFYX drawdown of -58.62%. Use the drawdown chart below to compare losses from any high point for PTDIX and FFFYX.
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Drawdown Indicators
| PTDIX | FFFYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.38% | -58.62% | +4.24% |
Max Drawdown (1Y)Largest decline over 1 year | -9.72% | -11.10% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -25.43% | -27.99% | +2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -30.02% | -31.38% | +1.36% |
Current DrawdownCurrent decline from peak | -7.32% | -9.87% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -9.82% | +2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.54% | -0.53% |
Volatility
PTDIX vs. FFFYX - Volatility Comparison
The current volatility for Principal LifeTime 2040 Fund (PTDIX) is 4.17%, while Fidelity Advisor Freedom 2050 Fund Class C (FFFYX) has a volatility of 5.60%. This indicates that PTDIX 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
| PTDIX | FFFYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.17% | 5.60% | -1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 7.34% | 9.48% | -2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 16.65% | -3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.44% | 14.97% | -1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.79% | 15.48% | -1.69% |