JOBEX vs. PLTZX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2040 Fund (JOBEX) and Principal LifeTime 2060 Fund (PLTZX).
JOBEX is managed by JPMorgan. It was launched on Jul 1, 2012. PLTZX is managed by Principal. It was launched on Feb 28, 2013.
Performance
JOBEX vs. PLTZX - Performance Comparison
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JOBEX vs. PLTZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JOBEX JPMorgan SmartRetirement Blend 2040 Fund | -1.03% | 18.44% | 10.22% | 21.08% | -17.39% | 15.31% | 12.76% | 24.05% | -8.23% | 19.96% |
PLTZX Principal LifeTime 2060 Fund | -2.44% | 17.76% | 16.89% | 20.36% | -18.81% | 18.12% | 16.60% | 27.54% | -9.24% | 22.68% |
Returns By Period
In the year-to-date period, JOBEX achieves a -1.03% return, which is significantly higher than PLTZX's -2.44% return. Over the past 10 years, JOBEX has underperformed PLTZX with an annualized return of 9.46%, while PLTZX has yielded a comparatively higher 10.55% annualized return.
JOBEX
- 1D
- 2.35%
- 1M
- -4.83%
- YTD
- -1.03%
- 6M
- 1.29%
- 1Y
- 17.04%
- 3Y*
- 13.79%
- 5Y*
- 7.10%
- 10Y*
- 9.46%
PLTZX
- 1D
- 2.91%
- 1M
- -5.21%
- YTD
- -2.44%
- 6M
- -0.50%
- 1Y
- 15.35%
- 3Y*
- 15.08%
- 5Y*
- 7.71%
- 10Y*
- 10.55%
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JOBEX vs. PLTZX - Expense Ratio Comparison
JOBEX has a 0.30% expense ratio, which is higher than PLTZX's 0.01% expense ratio.
Return for Risk
JOBEX vs. PLTZX — Risk / Return Rank
JOBEX
PLTZX
JOBEX vs. PLTZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2040 Fund (JOBEX) and Principal LifeTime 2060 Fund (PLTZX). 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.
| JOBEX | PLTZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.99 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.52 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.22 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.38 | +0.38 |
Martin ratioReturn relative to average drawdown | 8.16 | 6.66 | +1.50 |
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
| JOBEX | PLTZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.99 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.50 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.66 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.65 | +0.01 |
Correlation
The correlation between JOBEX and PLTZX 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
JOBEX vs. PLTZX - Dividend Comparison
JOBEX's dividend yield for the trailing twelve months is around 2.52%, less than PLTZX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JOBEX JPMorgan SmartRetirement Blend 2040 Fund | 2.52% | 2.50% | 2.28% | 2.13% | 1.79% | 5.22% | 1.25% | 2.89% | 6.52% | 1.91% | 2.03% | 2.06% |
PLTZX Principal LifeTime 2060 Fund | 8.54% | 8.33% | 7.85% | 4.12% | 8.44% | 5.29% | 3.60% | 5.86% | 5.75% | 2.73% | 3.48% | 3.29% |
Drawdowns
JOBEX vs. PLTZX - Drawdown Comparison
The maximum JOBEX drawdown since its inception was -30.84%, smaller than the maximum PLTZX drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for JOBEX and PLTZX.
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Drawdown Indicators
| JOBEX | PLTZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.84% | -34.01% | +3.17% |
Max Drawdown (1Y)Largest decline over 1 year | -9.91% | -11.51% | +1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -26.79% | +2.10% |
Max Drawdown (10Y)Largest decline over 10 years | -30.84% | -34.01% | +3.17% |
Current DrawdownCurrent decline from peak | -5.76% | -6.04% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -4.21% | -4.67% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 2.38% | -0.24% |
Volatility
JOBEX vs. PLTZX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2040 Fund (JOBEX) is 5.10%, while Principal LifeTime 2060 Fund (PLTZX) has a volatility of 5.97%. This indicates that JOBEX experiences smaller price fluctuations and is considered to be less risky than PLTZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JOBEX | PLTZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 5.97% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 7.95% | 9.33% | -1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.89% | 15.97% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.29% | 15.44% | -2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.27% | 15.96% | -1.69% |