LTIUX vs. LTRIX
Compare and contrast key facts about Principal LifeTime 2035 Fund (LTIUX) and Principal LifeTime 2045 Fund (LTRIX).
LTIUX is managed by Principal. It was launched on Feb 28, 2008. LTRIX is managed by Principal. It was launched on Feb 28, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LTIUX or LTRIX.
Correlation
The correlation between LTIUX and LTRIX is 0.99, 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.
Performance
LTIUX vs. LTRIX - Performance Comparison
Key characteristics
LTIUX:
0.89
LTRIX:
0.89
LTIUX:
1.20
LTRIX:
1.21
LTIUX:
1.17
LTRIX:
1.17
LTIUX:
0.57
LTRIX:
0.71
LTIUX:
3.22
LTRIX:
3.54
LTIUX:
2.54%
LTRIX:
2.81%
LTIUX:
9.22%
LTRIX:
11.20%
LTIUX:
-49.65%
LTRIX:
-51.39%
LTIUX:
-7.09%
LTRIX:
-5.31%
Returns By Period
In the year-to-date period, LTIUX achieves a 2.92% return, which is significantly lower than LTRIX's 3.43% return. Over the past 10 years, LTIUX has underperformed LTRIX with an annualized return of 3.10%, while LTRIX has yielded a comparatively higher 3.97% annualized return.
LTIUX
2.92%
0.00%
-0.82%
6.72%
3.68%
3.10%
LTRIX
3.43%
-0.40%
-0.12%
8.06%
4.90%
3.97%
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LTIUX vs. LTRIX - Expense Ratio Comparison
Both LTIUX and LTRIX have an expense ratio of 0.01%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
LTIUX vs. LTRIX — Risk-Adjusted Performance Rank
LTIUX
LTRIX
LTIUX vs. LTRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2035 Fund (LTIUX) and Principal LifeTime 2045 Fund (LTRIX). 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.
Dividends
LTIUX vs. LTRIX - Dividend Comparison
LTIUX's dividend yield for the trailing twelve months is around 2.24%, more than LTRIX's 1.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTIUX Principal LifeTime 2035 Fund | 2.24% | 2.30% | 2.19% | 1.78% | 2.79% | 1.71% | 2.12% | 2.54% | 2.31% | 1.57% | 1.50% | 2.76% |
LTRIX Principal LifeTime 2045 Fund | 1.71% | 1.77% | 1.80% | 1.37% | 2.99% | 1.64% | 1.93% | 2.33% | 2.20% | 1.51% | 1.43% | 2.84% |
Drawdowns
LTIUX vs. LTRIX - Drawdown Comparison
The maximum LTIUX drawdown since its inception was -49.65%, roughly equal to the maximum LTRIX drawdown of -51.39%. Use the drawdown chart below to compare losses from any high point for LTIUX and LTRIX. For additional features, visit the drawdowns tool.
Volatility
LTIUX vs. LTRIX - Volatility Comparison
The current volatility for Principal LifeTime 2035 Fund (LTIUX) is 1.95%, while Principal LifeTime 2045 Fund (LTRIX) has a volatility of 2.42%. This indicates that LTIUX experiences smaller price fluctuations and is considered to be less risky than LTRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.