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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Principal LifeTime Hybrid 2030 Fund R-6, 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 2030 Fund R-6 (PLZTX) has returned -2.64% so far this year and 11.35% over the past 12 months. Over the last ten years, PLZTX has returned 7.97% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Principal LifeTime Hybrid 2030 Fund R-6
- 1D
- 0.00%
- 1M
- -5.54%
- YTD
- -2.64%
- 6M
- -0.53%
- 1Y
- 11.35%
- 3Y*
- 10.56%
- 5Y*
- 5.44%
- 10Y*
- 7.97%
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 Aug 31, 2015, PLZTX's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, your investment would double in approximately 8.5 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +8.2%, while the worst month was Mar 2020 at -10.2%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.
On a daily basis, PLZTX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +5.4%, while the worst single day was Mar 12, 2020 at -6.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.88% | 1.16% | -5.54% | -2.64% | |||||||||
| 2025 | 2.21% | 0.45% | -2.52% | -0.08% | 3.20% | 3.17% | 0.57% | 2.20% | 2.36% | 1.15% | 0.67% | 0.34% | 14.46% |
| 2024 | -0.00% | 2.44% | 2.63% | -3.33% | 3.45% | 1.09% | 2.30% | 1.80% | 1.55% | -2.10% | 2.96% | -1.92% | 11.11% |
| 2023 | 5.89% | -2.57% | 2.11% | 0.86% | -1.02% | 3.70% | 1.91% | -1.79% | -3.82% | -2.42% | 7.07% | 4.81% | 14.97% |
| 2022 | -4.33% | -2.19% | 0.37% | -6.46% | 0.40% | -6.17% | 6.16% | -3.57% | -7.33% | 4.09% | 5.55% | -3.47% | -16.74% |
| 2021 | -0.30% | 1.74% | 2.15% | 3.20% | 0.92% | 0.77% | 0.97% | 1.65% | -3.24% | 3.70% | -1.35% | 3.13% | 13.93% |
Benchmark Metrics
Principal LifeTime Hybrid 2030 Fund R-6 has an annualized alpha of 1.27%, beta of 0.54, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since September 01, 2015.
- This fund participated in 73.22% of S&P 500 Index downside but only 63.86% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.54 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
- 1.27%
- Beta
- 0.54
- R²
- 0.76
- Upside Capture
- 63.86%
- Downside Capture
- 73.22%
Expense Ratio
PLZTX has an expense ratio of 0.33%, placing it in the medium range.
Return for Risk
Risk / Return Rank
PLZTX ranks 64 for risk / return — better than 64% 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 2030 Fund R-6 (PLZTX) and compare them to a chosen benchmark (S&P 500 Index).
| PLZTX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.90 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.39 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.40 | -0.01 |
Martin ratioReturn relative to average drawdown | 6.72 | 6.61 | +0.11 |
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 PLZTX 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 2030 Fund R-6 provided a 4.78% dividend yield over the last twelve months, with an annual payout of $0.67 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 | $0.67 | $0.67 | $0.49 | $0.42 | $0.89 | $0.78 | $0.59 | $0.45 | $0.40 | $0.29 | $0.23 | $0.16 |
Dividend yield | 4.78% | 4.66% | 3.75% | 3.45% | 8.09% | 5.44% | 4.48% | 3.73% | 3.83% | 2.54% | 2.28% | 1.68% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal LifeTime Hybrid 2030 Fund R-6. 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 | $0.67 | $0.67 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.89 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.78 |
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 2030 Fund R-6. 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 2030 Fund R-6 was 24.54%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
The current Principal LifeTime Hybrid 2030 Fund R-6 drawdown is 5.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.54% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -21.95% | Jan 5, 2022 | 196 | Oct 14, 2022 | 359 | Mar 21, 2024 | 555 |
| -14.61% | Jan 29, 2018 | 229 | Dec 24, 2018 | 122 | Jun 20, 2019 | 351 |
| -10.13% | Nov 4, 2015 | 68 | Feb 11, 2016 | 45 | Apr 18, 2016 | 113 |
| -10.07% | Feb 20, 2025 | 34 | Apr 8, 2025 | 38 | Jun 3, 2025 | 72 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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