LTIUX vs. PLGIX
Compare and contrast key facts about Principal LifeTime 2035 Fund (LTIUX) and Principal LargeCap Growth Fund I (PLGIX).
LTIUX is managed by Principal. It was launched on Feb 28, 2008. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
LTIUX vs. PLGIX - Performance Comparison
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LTIUX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTIUX Principal LifeTime 2035 Fund | -3.69% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, LTIUX achieves a -3.69% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, LTIUX has underperformed PLGIX with an annualized return of 8.68%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
LTIUX
- 1D
- -0.08%
- 1M
- -6.37%
- YTD
- -3.69%
- 6M
- -1.87%
- 1Y
- 9.88%
- 3Y*
- 11.62%
- 5Y*
- 5.83%
- 10Y*
- 8.68%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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LTIUX vs. PLGIX - Expense Ratio Comparison
LTIUX has a 0.01% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
LTIUX vs. PLGIX — Risk / Return Rank
LTIUX
PLGIX
LTIUX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2035 Fund (LTIUX) and Principal LargeCap Growth Fund I (PLGIX). 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.
| LTIUX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.16 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.34 | 0.40 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.05 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.04 | +1.02 |
Martin ratioReturn relative to average drawdown | 5.01 | 0.14 | +4.88 |
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
| LTIUX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.16 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.47 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.70 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.41 | +0.03 |
Correlation
The correlation between LTIUX and PLGIX is 0.91, 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
LTIUX vs. PLGIX - Dividend Comparison
LTIUX's dividend yield for the trailing twelve months is around 9.37%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTIUX Principal LifeTime 2035 Fund | 9.37% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
LTIUX vs. PLGIX - Drawdown Comparison
The maximum LTIUX drawdown since its inception was -49.65%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for LTIUX and PLGIX.
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Drawdown Indicators
| LTIUX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.65% | -55.43% | +5.78% |
Max Drawdown (1Y)Largest decline over 1 year | -8.44% | -18.32% | +9.88% |
Max Drawdown (5Y)Largest decline over 5 years | -24.23% | -40.63% | +16.40% |
Max Drawdown (10Y)Largest decline over 10 years | -28.12% | -40.63% | +12.51% |
Current DrawdownCurrent decline from peak | -6.57% | -18.32% | +11.75% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -13.31% | +6.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 5.45% | -3.67% |
Volatility
LTIUX vs. PLGIX - Volatility Comparison
The current volatility for Principal LifeTime 2035 Fund (LTIUX) is 3.74%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that LTIUX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTIUX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 5.47% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 6.37% | 11.68% | -5.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.12% | 21.30% | -10.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.79% | 30.09% | -18.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.45% | 25.38% | -12.93% |