CMPGX vs. PLZTX
Compare and contrast key facts about Principal Government & High Quality Bond Fund (CMPGX) and Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX).
CMPGX is managed by Principal Funds. It was launched on May 3, 1984. PLZTX is managed by Principal Funds. It was launched on Sep 30, 2014.
Performance
CMPGX vs. PLZTX - Performance Comparison
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CMPGX vs. PLZTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMPGX Principal Government & High Quality Bond Fund | 0.03% | 7.56% | 0.46% | 3.98% | -12.34% | -1.80% | 2.50% | 6.12% | 0.52% | 1.36% |
PLZTX Principal LifeTime Hybrid 2030 Fund R-6 | -0.90% | 14.46% | 11.11% | 14.97% | -16.74% | 13.93% | 14.79% | 20.97% | -7.35% | 16.71% |
Returns By Period
In the year-to-date period, CMPGX achieves a 0.03% return, which is significantly higher than PLZTX's -0.90% return. Over the past 10 years, CMPGX has underperformed PLZTX with an annualized return of 0.61%, while PLZTX has yielded a comparatively higher 8.17% annualized return.
CMPGX
- 1D
- 0.33%
- 1M
- -1.62%
- YTD
- 0.03%
- 6M
- 0.99%
- 1Y
- 4.22%
- 3Y*
- 3.09%
- 5Y*
- -0.55%
- 10Y*
- 0.61%
PLZTX
- 1D
- 1.79%
- 1M
- -3.52%
- YTD
- -0.90%
- 6M
- 0.84%
- 1Y
- 13.00%
- 3Y*
- 11.21%
- 5Y*
- 5.60%
- 10Y*
- 8.17%
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CMPGX vs. PLZTX - Expense Ratio Comparison
CMPGX has a 0.78% expense ratio, which is higher than PLZTX's 0.33% expense ratio.
Return for Risk
CMPGX vs. PLZTX — Risk / Return Rank
CMPGX
PLZTX
CMPGX vs. PLZTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Government & High Quality Bond Fund (CMPGX) and Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX). 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.
| CMPGX | PLZTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.32 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.93 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.77 | -0.25 |
Martin ratioReturn relative to average drawdown | 4.29 | 8.46 | -4.17 |
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
| CMPGX | PLZTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.32 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.54 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.73 | -0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.71 | +0.11 |
Correlation
The correlation between CMPGX and PLZTX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CMPGX vs. PLZTX - Dividend Comparison
CMPGX's dividend yield for the trailing twelve months is around 3.23%, less than PLZTX's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMPGX Principal Government & High Quality Bond Fund | 3.23% | 3.44% | 2.84% | 2.19% | 1.35% | 1.08% | 2.00% | 2.43% | 2.65% | 3.30% | 3.76% | 2.96% |
PLZTX Principal LifeTime Hybrid 2030 Fund R-6 | 4.70% | 4.66% | 3.75% | 3.45% | 8.09% | 5.44% | 4.48% | 3.73% | 3.83% | 2.54% | 2.28% | 1.68% |
Drawdowns
CMPGX vs. PLZTX - Drawdown Comparison
The maximum CMPGX drawdown since its inception was -19.56%, smaller than the maximum PLZTX drawdown of -24.54%. Use the drawdown chart below to compare losses from any high point for CMPGX and PLZTX.
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Drawdown Indicators
| CMPGX | PLZTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.56% | -24.54% | +4.98% |
Max Drawdown (1Y)Largest decline over 1 year | -3.35% | -7.63% | +4.28% |
Max Drawdown (5Y)Largest decline over 5 years | -19.17% | -21.95% | +2.78% |
Max Drawdown (10Y)Largest decline over 10 years | -19.56% | -24.54% | +4.98% |
Current DrawdownCurrent decline from peak | -3.64% | -4.04% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -3.96% | +1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 1.60% | -0.41% |
Volatility
CMPGX vs. PLZTX - Volatility Comparison
The current volatility for Principal Government & High Quality Bond Fund (CMPGX) is 1.93%, while Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) has a volatility of 3.97%. This indicates that CMPGX experiences smaller price fluctuations and is considered to be less risky than PLZTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMPGX | PLZTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 3.97% | -2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 5.98% | -3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.93% | 10.17% | -5.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.59% | 10.49% | -3.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.94% | 11.21% | -6.27% |