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ARGVX vs. LTIUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARGVX vs. LTIUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Investments One Choice 2060 Portfolio (ARGVX) and Principal LifeTime 2035 Fund (LTIUX). The values are adjusted to include any dividend payments, if applicable.

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ARGVX vs. LTIUX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARGVX
American Century Investments One Choice 2060 Portfolio
-1.86%15.81%12.48%16.07%-17.87%14.38%18.10%24.96%-8.19%18.89%
LTIUX
Principal LifeTime 2035 Fund
-1.66%14.26%14.13%16.51%-17.48%14.07%15.70%23.48%-7.37%19.69%

Returns By Period

In the year-to-date period, ARGVX achieves a -1.86% return, which is significantly lower than LTIUX's -1.66% return. Both investments have delivered pretty close results over the past 10 years, with ARGVX having a 9.16% annualized return and LTIUX not far behind at 8.91%.


ARGVX

1D
2.33%
1M
-5.55%
YTD
-1.86%
6M
-0.06%
1Y
14.70%
3Y*
11.82%
5Y*
5.78%
10Y*
9.16%

LTIUX

1D
2.11%
1M
-3.97%
YTD
-1.66%
6M
-0.15%
1Y
11.84%
3Y*
12.40%
5Y*
6.02%
10Y*
8.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARGVX vs. LTIUX - Expense Ratio Comparison

ARGVX has a 0.88% expense ratio, which is higher than LTIUX's 0.01% expense ratio.


Return for Risk

ARGVX vs. LTIUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARGVX
ARGVX Risk / Return Rank: 5252
Overall Rank
ARGVX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
ARGVX Sortino Ratio Rank: 5151
Sortino Ratio Rank
ARGVX Omega Ratio Rank: 5050
Omega Ratio Rank
ARGVX Calmar Ratio Rank: 5151
Calmar Ratio Rank
ARGVX Martin Ratio Rank: 5858
Martin Ratio Rank

LTIUX
LTIUX Risk / Return Rank: 5656
Overall Rank
LTIUX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
LTIUX Sortino Ratio Rank: 5656
Sortino Ratio Rank
LTIUX Omega Ratio Rank: 5353
Omega Ratio Rank
LTIUX Calmar Ratio Rank: 5454
Calmar Ratio Rank
LTIUX Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARGVX vs. LTIUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2060 Portfolio (ARGVX) and Principal LifeTime 2035 Fund (LTIUX). 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.


ARGVXLTIUXDifference

Sharpe ratio

Return per unit of total volatility

1.07

1.08

-0.01

Sortino ratio

Return per unit of downside risk

1.58

1.61

-0.03

Omega ratio

Gain probability vs. loss probability

1.23

1.23

0.00

Calmar ratio

Return relative to maximum drawdown

1.50

1.46

+0.05

Martin ratio

Return relative to average drawdown

6.53

6.81

-0.28

ARGVX vs. LTIUX - Sharpe Ratio Comparison

The current ARGVX Sharpe Ratio is 1.07, which is comparable to the LTIUX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of ARGVX and LTIUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ARGVXLTIUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

1.08

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.51

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

0.72

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.45

+0.18

Correlation

The correlation between ARGVX and LTIUX is 0.97, 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

ARGVX vs. LTIUX - Dividend Comparison

ARGVX's dividend yield for the trailing twelve months is around 10.90%, more than LTIUX's 9.18% yield.


TTM20252024202320222021202020192018201720162015
ARGVX
American Century Investments One Choice 2060 Portfolio
10.90%10.70%3.22%1.62%7.48%6.43%3.31%5.69%4.97%1.78%1.02%0.00%
LTIUX
Principal LifeTime 2035 Fund
9.18%9.03%9.46%4.17%7.50%7.06%5.35%7.28%7.75%5.46%4.28%5.59%

Drawdowns

ARGVX vs. LTIUX - Drawdown Comparison

The maximum ARGVX drawdown since its inception was -30.85%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for ARGVX and LTIUX.


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Drawdown Indicators


ARGVXLTIUXDifference

Max Drawdown

Largest peak-to-trough decline

-30.85%

-49.65%

+18.80%

Max Drawdown (1Y)

Largest decline over 1 year

-9.94%

-8.44%

-1.50%

Max Drawdown (5Y)

Largest decline over 5 years

-25.97%

-24.23%

-1.74%

Max Drawdown (10Y)

Largest decline over 10 years

-30.85%

-28.12%

-2.73%

Current Drawdown

Current decline from peak

-6.44%

-4.60%

-1.84%

Average Drawdown

Average peak-to-trough decline

-4.88%

-6.76%

+1.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.29%

1.80%

+0.49%

Volatility

ARGVX vs. LTIUX - Volatility Comparison

American Century Investments One Choice 2060 Portfolio (ARGVX) has a higher volatility of 5.17% compared to Principal LifeTime 2035 Fund (LTIUX) at 4.44%. This indicates that ARGVX's price experiences larger fluctuations and is considered to be riskier than LTIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARGVXLTIUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.17%

4.44%

+0.73%

Volatility (6M)

Calculated over the trailing 6-month period

8.03%

6.70%

+1.33%

Volatility (1Y)

Calculated over the trailing 1-year period

13.95%

11.29%

+2.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.46%

11.83%

+1.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.47%

12.47%

+2.00%