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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Principal LifeTime Hybrid 2020 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Principal LifeTime Hybrid 2020 Fund (PHTTX) has returned -1.93% so far this year and 9.28% over the past 12 months. Over the last ten years, PHTTX has returned 6.51% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Principal LifeTime Hybrid 2020 Fund
- 1D
- 0.08%
- 1M
- -4.47%
- YTD
- -1.93%
- 6M
- -0.17%
- 1Y
- 9.28%
- 3Y*
- 8.65%
- 5Y*
- 4.32%
- 10Y*
- 6.51%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Oct 1, 2014, PHTTX's average daily return is +0.02%, while the average monthly return is +0.52%. At this rate, your investment would double in approximately 11.1 years.
Historically, 69% of months were positive and 31% were negative. The best month was Apr 2020 with a return of +6.4%, while the worst month was Mar 2020 at -7.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.
On a daily basis, PHTTX closed higher 50% of trading days. The best single day was Dec 22, 2020 with a return of +4.2%, while the worst single day was Mar 12, 2020 at -4.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.45% | 1.19% | -4.47% | -1.93% | |||||||||
| 2025 | 1.70% | 0.75% | -1.83% | 0.08% | 2.20% | 2.64% | 0.40% | 1.92% | 1.89% | 0.93% | 0.61% | 0.25% | 12.10% |
| 2024 | 0.18% | 1.52% | 2.11% | -2.58% | 2.82% | 0.86% | 2.04% | 1.58% | 1.48% | -1.94% | 2.31% | -1.68% | 8.85% |
| 2023 | 4.74% | -2.22% | 2.08% | 0.74% | -1.01% | 2.60% | 1.54% | -1.34% | -3.07% | -1.96% | 5.79% | 4.01% | 12.06% |
| 2022 | -3.41% | -1.60% | -0.24% | -5.22% | 0.34% | -5.06% | 4.97% | -3.01% | -6.22% | 2.84% | 4.60% | -2.60% | -14.36% |
| 2021 | -0.24% | 0.97% | 1.43% | 2.59% | 0.77% | 0.68% | 0.91% | 1.20% | -2.51% | 2.65% | -1.03% | 2.23% | 9.94% |
Benchmark Metrics
Principal LifeTime Hybrid 2020 Fund has an annualized alpha of 1.37%, beta of 0.41, and R² of 0.71 versus S&P 500 Index. Calculated based on daily prices since October 02, 2014.
- This fund participated in 57.65% of S&P 500 Index downside but only 49.29% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.41 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 1.37%
- Beta
- 0.41
- R²
- 0.71
- Upside Capture
- 49.29%
- Downside Capture
- 57.65%
Expense Ratio
PHTTX has an expense ratio of 0.05%, which is considered low.
Return for Risk
Risk / Return Rank
PHTTX ranks 69 for risk / return — better than 69% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Principal LifeTime Hybrid 2020 Fund (PHTTX) and compare them to a chosen benchmark (S&P 500 Index).
| PHTTX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.90 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.39 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.40 | +0.14 |
Martin ratioReturn relative to average drawdown | 7.08 | 6.61 | +0.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore PHTTX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Principal LifeTime Hybrid 2020 Fund provided a 6.24% dividend yield over the last twelve months, with an annual payout of $0.76 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.76 | $0.76 | $0.43 | $0.39 | $0.73 | $0.77 | $0.59 | $0.36 | $0.34 | $0.28 | $0.21 | $0.16 |
Dividend yield | 6.24% | 6.12% | 3.67% | 3.46% | 7.03% | 5.97% | 4.75% | 3.12% | 3.36% | 2.52% | 2.13% | 1.64% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal LifeTime Hybrid 2020 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.76 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.43 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.73 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.77 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Principal LifeTime Hybrid 2020 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Principal LifeTime Hybrid 2020 Fund was 18.94%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.
The current Principal LifeTime Hybrid 2020 Fund drawdown is 4.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.94% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -18.9% | Nov 9, 2021 | 235 | Oct 14, 2022 | 397 | May 15, 2024 | 632 |
| -11.13% | Jan 29, 2018 | 229 | Dec 24, 2018 | 81 | Apr 23, 2019 | 310 |
| -10.64% | Apr 27, 2015 | 202 | Feb 11, 2016 | 104 | Jul 12, 2016 | 306 |
| -8.12% | Nov 28, 2014 | 13 | Dec 16, 2014 | 34 | Feb 5, 2015 | 47 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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