Correlation
The correlation between LTFIX and VIGRX is 0.96, 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.
LTFIX vs. VIGRX
Compare and contrast key facts about Principal LifeTime 2055 Fund (LTFIX) and Vanguard Growth Index Fund (VIGRX).
LTFIX is managed by Principal. It was launched on Feb 28, 2008. VIGRX is managed by Vanguard. It was launched on Nov 2, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LTFIX or VIGRX.
Performance
LTFIX vs. VIGRX - Performance Comparison
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Key characteristics
LTFIX:
0.65
VIGRX:
0.65
LTFIX:
0.88
VIGRX:
1.08
LTFIX:
1.13
VIGRX:
1.15
LTFIX:
0.59
VIGRX:
0.73
LTFIX:
2.54
VIGRX:
2.47
LTFIX:
3.65%
VIGRX:
6.80%
LTFIX:
16.77%
VIGRX:
25.59%
LTFIX:
-51.89%
VIGRX:
-57.48%
LTFIX:
-0.88%
VIGRX:
-3.17%
Returns By Period
In the year-to-date period, LTFIX achieves a 4.40% return, which is significantly higher than VIGRX's 0.88% return. Over the past 10 years, LTFIX has underperformed VIGRX with an annualized return of 8.43%, while VIGRX has yielded a comparatively higher 15.12% annualized return.
LTFIX
4.40%
5.37%
0.84%
10.88%
10.15%
11.49%
8.43%
VIGRX
0.88%
9.21%
2.14%
16.65%
19.64%
17.01%
15.12%
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LTFIX vs. VIGRX - Expense Ratio Comparison
LTFIX has a 0.01% expense ratio, which is lower than VIGRX's 0.17% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LTFIX vs. VIGRX — Risk-Adjusted Performance Rank
LTFIX
VIGRX
LTFIX vs. VIGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2055 Fund (LTFIX) and Vanguard Growth Index Fund (VIGRX). 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.
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Dividends
LTFIX vs. VIGRX - Dividend Comparison
LTFIX's dividend yield for the trailing twelve months is around 4.82%, more than VIGRX's 0.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTFIX Principal LifeTime 2055 Fund | 4.82% | 5.03% | 4.17% | 8.60% | 5.83% | 3.91% | 6.02% | 6.60% | 3.51% | 3.99% | 4.51% | 5.96% |
VIGRX Vanguard Growth Index Fund | 0.35% | 0.35% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% | 1.07% |
Drawdowns
LTFIX vs. VIGRX - Drawdown Comparison
The maximum LTFIX drawdown since its inception was -51.89%, smaller than the maximum VIGRX drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for LTFIX and VIGRX.
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Volatility
LTFIX vs. VIGRX - Volatility Comparison
The current volatility for Principal LifeTime 2055 Fund (LTFIX) is 3.91%, while Vanguard Growth Index Fund (VIGRX) has a volatility of 5.76%. This indicates that LTFIX experiences smaller price fluctuations and is considered to be less risky than VIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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