ARGVX vs. PTDIX
Compare and contrast key facts about American Century Investments One Choice 2060 Portfolio (ARGVX) and Principal LifeTime 2040 Fund (PTDIX).
ARGVX is managed by American Century. It was launched on Sep 29, 2015. PTDIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
ARGVX vs. PTDIX - Performance Comparison
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ARGVX vs. PTDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARGVX American Century Investments One Choice 2060 Portfolio | -4.09% | 15.81% | 12.48% | 16.07% | -17.87% | 14.38% | 18.10% | 24.96% | -8.19% | 18.89% |
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% |
Returns By Period
The year-to-date returns for both stocks are quite close, with ARGVX having a -4.09% return and PTDIX slightly lower at -4.20%. Over the past 10 years, ARGVX has underperformed PTDIX with an annualized return of 8.91%, while PTDIX has yielded a comparatively higher 9.48% annualized return.
ARGVX
- 1D
- -0.13%
- 1M
- -8.19%
- YTD
- -4.09%
- 6M
- -2.06%
- 1Y
- 12.31%
- 3Y*
- 10.97%
- 5Y*
- 5.54%
- 10Y*
- 8.91%
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%
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ARGVX vs. PTDIX - Expense Ratio Comparison
ARGVX has a 0.88% expense ratio, which is higher than PTDIX's 0.01% expense ratio.
Return for Risk
ARGVX vs. PTDIX — Risk / Return Rank
ARGVX
PTDIX
ARGVX vs. PTDIX - 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 2040 Fund (PTDIX). 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.
| ARGVX | PTDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.86 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.30 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.00 | +0.10 |
Martin ratioReturn relative to average drawdown | 4.86 | 4.85 | 0.00 |
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
| ARGVX | PTDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.86 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.51 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.69 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.45 | +0.17 |
Correlation
The correlation between ARGVX and PTDIX 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. PTDIX - Dividend Comparison
ARGVX's dividend yield for the trailing twelve months is around 11.16%, more than PTDIX's 10.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARGVX American Century Investments One Choice 2060 Portfolio | 11.16% | 10.70% | 3.22% | 1.62% | 7.48% | 6.43% | 3.31% | 5.69% | 4.97% | 1.78% | 1.02% | 0.00% |
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% |
Drawdowns
ARGVX vs. PTDIX - Drawdown Comparison
The maximum ARGVX drawdown since its inception was -30.85%, smaller than the maximum PTDIX drawdown of -54.38%. Use the drawdown chart below to compare losses from any high point for ARGVX and PTDIX.
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Drawdown Indicators
| ARGVX | PTDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.85% | -54.38% | +23.53% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -9.72% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -25.97% | -25.43% | -0.54% |
Max Drawdown (10Y)Largest decline over 10 years | -30.85% | -30.02% | -0.83% |
Current DrawdownCurrent decline from peak | -8.56% | -7.32% | -1.24% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -7.54% | +2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.01% | +0.24% |
Volatility
ARGVX vs. PTDIX - Volatility Comparison
American Century Investments One Choice 2060 Portfolio (ARGVX) has a higher volatility of 4.41% compared to Principal LifeTime 2040 Fund (PTDIX) at 4.17%. This indicates that ARGVX's price experiences larger fluctuations and is considered to be riskier than PTDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARGVX | PTDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.17% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 7.69% | 7.34% | +0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 12.99% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.42% | 13.44% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.46% | 13.79% | +0.67% |