Sortino ratio is not yet available for PHTMX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar mutual funds
The table compares Principal LifeTime Hybrid 2015 Fund's Sortino Ratio with other mutual funds in the Target Retirement Date category across multiple time periods, showing how PHTMX's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 18, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| FRAMX | Fidelity Advisor Managed Retirement Income Fund Class A | 548,105.49 | |||
| PADLX | Putnam Retirement Advantage Maturity Fund | 3.53 | |||
| SSFNX | State Street Target Retirement Fund | 3.27 | |||
| PDAHX | Prudential Day One Income Fund | 3.23 | |||
| URINX | USAA Target Retirement Income Fund | 3.20 | |||
| TDIFX | Dimensional Retirement Income Fund | 3.17 | |||
| SSBRX | State Street Target Retirement 2025 Fund | 3.12 | |||
| PDEJX | Prudential Day One 2025 Fund | 3.01 | |||
| URTRX | USAA Target Retirement 2030 Fund | 2.96 | |||
| PDDDX | Prudential Day One 2020 Fund | 2.95 | |||
| PHTMX | Principal LifeTime Hybrid 2015 Fund | — |
Historical Sortino Ratio
The chart shows PHTMX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when PHTMX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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