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ARHVX vs. PPLIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARHVX vs. PPLIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Investments One Choice 2065 Portfolio (ARHVX) and Principal LifeTime 2050 Fund (PPLIX). The values are adjusted to include any dividend payments, if applicable.

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ARHVX vs. PPLIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ARHVX
American Century Investments One Choice 2065 Portfolio
-4.29%16.10%12.77%16.25%-17.77%14.55%8.37%
PPLIX
Principal LifeTime 2050 Fund
-5.09%17.55%19.12%20.36%-18.78%17.04%9.19%

Returns By Period

In the year-to-date period, ARHVX achieves a -4.29% return, which is significantly higher than PPLIX's -5.09% return.


ARHVX

1D
-0.23%
1M
-8.41%
YTD
-4.29%
6M
-2.19%
1Y
12.46%
3Y*
11.14%
5Y*
5.67%
10Y*

PPLIX

1D
-0.29%
1M
-8.13%
YTD
-5.09%
6M
-2.87%
1Y
12.44%
3Y*
14.70%
5Y*
7.68%
10Y*
10.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARHVX vs. PPLIX - Expense Ratio Comparison

ARHVX has a 0.88% expense ratio, which is higher than PPLIX's 0.01% expense ratio.


Return for Risk

ARHVX vs. PPLIX — Risk / Return Rank

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

ARHVX
ARHVX Risk / Return Rank: 4343
Overall Rank
ARHVX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
ARHVX Sortino Ratio Rank: 4242
Sortino Ratio Rank
ARHVX Omega Ratio Rank: 4444
Omega Ratio Rank
ARHVX Calmar Ratio Rank: 4141
Calmar Ratio Rank
ARHVX Martin Ratio Rank: 4747
Martin Ratio Rank

PPLIX
PPLIX Risk / Return Rank: 3939
Overall Rank
PPLIX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
PPLIX Sortino Ratio Rank: 3939
Sortino Ratio Rank
PPLIX Omega Ratio Rank: 3838
Omega Ratio Rank
PPLIX Calmar Ratio Rank: 3434
Calmar Ratio Rank
PPLIX Martin Ratio Rank: 4545
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.

ARHVX vs. PPLIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2065 Portfolio (ARHVX) and Principal LifeTime 2050 Fund (PPLIX). 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.


ARHVXPPLIXDifference

Sharpe ratio

Return per unit of total volatility

0.89

0.81

+0.08

Sortino ratio

Return per unit of downside risk

1.32

1.25

+0.06

Omega ratio

Gain probability vs. loss probability

1.19

1.18

+0.02

Calmar ratio

Return relative to maximum drawdown

1.08

0.94

+0.14

Martin ratio

Return relative to average drawdown

4.79

4.59

+0.20

ARHVX vs. PPLIX - Sharpe Ratio Comparison

The current ARHVX Sharpe Ratio is 0.89, which is comparable to the PPLIX Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of ARHVX and PPLIX, 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


ARHVXPPLIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

0.81

+0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

0.50

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.42

+0.14

Correlation

The correlation between ARHVX and PPLIX is 0.98, 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

ARHVX vs. PPLIX - Dividend Comparison

ARHVX's dividend yield for the trailing twelve months is around 6.27%, less than PPLIX's 10.48% yield.


TTM20252024202320222021202020192018201720162015
ARHVX
American Century Investments One Choice 2065 Portfolio
6.27%6.00%2.62%1.69%4.24%4.27%0.86%0.00%0.00%0.00%0.00%0.00%
PPLIX
Principal LifeTime 2050 Fund
10.48%9.95%11.56%4.41%9.40%8.04%5.23%7.16%8.64%5.12%4.82%6.07%

Drawdowns

ARHVX vs. PPLIX - Drawdown Comparison

The maximum ARHVX drawdown since its inception was -26.03%, smaller than the maximum PPLIX drawdown of -55.61%. Use the drawdown chart below to compare losses from any high point for ARHVX and PPLIX.


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Drawdown Indicators


ARHVXPPLIXDifference

Max Drawdown

Largest peak-to-trough decline

-26.03%

-55.61%

+29.58%

Max Drawdown (1Y)

Largest decline over 1 year

-10.22%

-11.42%

+1.20%

Max Drawdown (5Y)

Largest decline over 5 years

-26.03%

-26.85%

+0.82%

Max Drawdown (10Y)

Largest decline over 10 years

-32.67%

Current Drawdown

Current decline from peak

-8.80%

-8.57%

-0.23%

Average Drawdown

Average peak-to-trough decline

-6.31%

-8.35%

+2.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.30%

2.34%

-0.04%

Volatility

ARHVX vs. PPLIX - Volatility Comparison

The current volatility for American Century Investments One Choice 2065 Portfolio (ARHVX) is 4.44%, while Principal LifeTime 2050 Fund (PPLIX) has a volatility of 4.83%. This indicates that ARHVX experiences smaller price fluctuations and is considered to be less risky than PPLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARHVXPPLIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.44%

4.83%

-0.39%

Volatility (6M)

Calculated over the trailing 6-month period

7.83%

8.67%

-0.84%

Volatility (1Y)

Calculated over the trailing 1-year period

14.13%

15.54%

-1.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.57%

15.38%

-1.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.52%

15.53%

-2.01%