LTIUX vs. PMAQX
LTIUX (Principal LifeTime 2035 Fund) and PMAQX (Principal MidCap R6) are both mutual funds - LTIUX is a Target Retirement Date fund managed by Principal, while PMAQX is a Mid Cap Growth Equities fund managed by Principal. Over the past 5 years, LTIUX returned 6.53%/yr vs 4.67%/yr for PMAQX. Their correlation of 0.89 means they have usually moved in the same direction. LTIUX charges 0.01%/yr vs 0.60%/yr for PMAQX.
Performance
LTIUX vs. PMAQX - Performance Comparison
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Returns By Period
In the year-to-date period, LTIUX achieves a 6.78% return, which is significantly higher than PMAQX's -2.73% return.
LTIUX
- 1D
- 0.64%
- 1M
- 0.78%
- 6M
- 4.73%
- YTD
- 6.78%
- 1Y
- 12.68%
- 3Y*
- 13.86%
- 5Y*
- 6.53%
- 10Y*
- 9.33%
- ALL TIME*
- 7.42%
PMAQX
- 1D
- 1.76%
- 1M
- 0.41%
- 6M
- 0.22%
- YTD
- -2.73%
- 1Y
- -8.09%
- 3Y*
- 10.29%
- 5Y*
- 4.67%
- 10Y*
- —
- ALL TIME*
- 12.38%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
PMAQX Principal MidCap R6 | $0.00 | $0.00 | $0.00 |
LTIUX vs. PMAQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTIUX Principal LifeTime 2035 Fund | 6.78% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
PMAQX Principal MidCap R6 | -2.73% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 49.59% | -6.79% | 24.68% |
Correlation
The correlation between LTIUX and PMAQX is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.89 |
Over the past year, the correlation between LTIUX and PMAQX has dropped to 0.68 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
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Return for Risk
LTIUX vs. PMAQX — Risk / Return Rank
LTIUX
PMAQX
LTIUX vs. PMAQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2035 Fund (LTIUX) and Principal MidCap R6 (PMAQX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LTIUX | PMAQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.91 | ||
| Sortino ratioReturn per unit of downside risk | +2.64 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.94 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | -0.33 | +2.44 |
| Martin ratioReturn relative to average drawdown | 9.04 | -0.65 | +9.69 |
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Drawdowns
LTIUX vs. PMAQX - Drawdown Comparison
The maximum LTIUX drawdown since its inception was -49.65%, which is greater than PMAQX's maximum drawdown of -40.56%. Use the drawdown chart below to compare losses from any high point for LTIUX and PMAQX.
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Drawdown Indicators
| LTIUX | PMAQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.65% | -40.56% | -9.09% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -19.25% | +12.68% |
Max Drawdown (3Y)Largest decline over 3 years | -11.08% | -19.25% | +8.17% |
Max Drawdown (5Y)Largest decline over 5 years | -24.23% | -31.10% | +6.87% |
Max Drawdown (10Y)Largest decline over 10 years | -28.12% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -9.05% | +9.05% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -6.89% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 9.83% | -8.30% |
Volatility
LTIUX vs. PMAQX - Volatility Comparison
The current volatility for Principal LifeTime 2035 Fund (LTIUX) is 2.57%, while Principal MidCap R6 (PMAQX) has a volatility of 5.29%. This indicates that LTIUX experiences smaller price fluctuations and is considered to be less risky than PMAQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTIUX | PMAQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.57% | 5.29% | -2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 7.73% | 12.15% | -4.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.31% | 15.26% | -5.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.91% | 18.76% | -6.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.43% | 19.43% | -7.00% |
LTIUX vs. PMAQX - Expense Ratio Comparison
LTIUX has a 0.01% expense ratio, which is lower than PMAQX's 0.60% expense ratio.
Dividends
LTIUX vs. PMAQX - Dividend Comparison
LTIUX's dividend yield for the trailing twelve months is around 8.46%, more than PMAQX's 5.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTIUX Principal LifeTime 2035 Fund | 8.46% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
PMAQX Principal MidCap R6 | 5.96% | 5.80% | 6.46% | 2.58% | 3.18% | 7.96% | 1.08% | 9.14% | 12.39% | 3.39% | 0.00% | 0.00% |
Frequently Asked Questions
LTIUX and PMAQX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PMAQX has higher volatility (5.29%) compared to LTIUX (2.57%). In terms of maximum drawdown, LTIUX dropped -49.65% vs PMAQX's -40.56%.
LTIUX currently has the higher Sharpe Ratio (1.50 vs -0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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