LTIUX vs. PTEAX
Compare and contrast key facts about Principal LifeTime 2035 Fund (LTIUX) and Principal Tax-Exempt Bond Fund (PTEAX).
LTIUX is managed by Principal. It was launched on Feb 28, 2008. PTEAX is managed by Principal. It was launched on Jan 2, 1977.
Performance
LTIUX vs. PTEAX - Performance Comparison
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LTIUX vs. PTEAX - 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% |
PTEAX Principal Tax-Exempt Bond Fund | -1.06% | 4.68% | 2.10% | 6.35% | -12.18% | 2.71% | 4.80% | 9.05% | 0.44% | 6.44% |
Returns By Period
In the year-to-date period, LTIUX achieves a -3.69% return, which is significantly lower than PTEAX's -1.06% return. Over the past 10 years, LTIUX has outperformed PTEAX with an annualized return of 8.68%, while PTEAX has yielded a comparatively lower 1.93% 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%
PTEAX
- 1D
- 0.15%
- 1M
- -2.95%
- YTD
- -1.06%
- 6M
- 0.39%
- 1Y
- 3.32%
- 3Y*
- 3.01%
- 5Y*
- 0.29%
- 10Y*
- 1.93%
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LTIUX vs. PTEAX - Expense Ratio Comparison
LTIUX has a 0.01% expense ratio, which is lower than PTEAX's 0.73% expense ratio.
Return for Risk
LTIUX vs. PTEAX — Risk / Return Rank
LTIUX
PTEAX
LTIUX vs. PTEAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2035 Fund (LTIUX) and Principal Tax-Exempt Bond Fund (PTEAX). 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 | PTEAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.84 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.14 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.92 | +0.14 |
Martin ratioReturn relative to average drawdown | 5.01 | 2.97 | +2.05 |
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 | PTEAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.84 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.07 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.44 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.31 | +0.14 |
Correlation
The correlation between LTIUX and PTEAX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
LTIUX vs. PTEAX - Dividend Comparison
LTIUX's dividend yield for the trailing twelve months is around 9.37%, more than PTEAX's 3.89% 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% |
PTEAX Principal Tax-Exempt Bond Fund | 3.89% | 4.66% | 3.73% | 2.81% | 2.27% | 2.15% | 2.23% | 3.09% | 3.68% | 3.69% | 3.91% | 3.75% |
Drawdowns
LTIUX vs. PTEAX - Drawdown Comparison
The maximum LTIUX drawdown since its inception was -49.65%, which is greater than PTEAX's maximum drawdown of -38.72%. Use the drawdown chart below to compare losses from any high point for LTIUX and PTEAX.
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Drawdown Indicators
| LTIUX | PTEAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.65% | -38.72% | -10.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.44% | -4.78% | -3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -24.23% | -17.37% | -6.86% |
Max Drawdown (10Y)Largest decline over 10 years | -28.12% | -17.37% | -10.75% |
Current DrawdownCurrent decline from peak | -6.57% | -2.95% | -3.62% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -5.95% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 1.49% | +0.29% |
Volatility
LTIUX vs. PTEAX - Volatility Comparison
Principal LifeTime 2035 Fund (LTIUX) has a higher volatility of 3.74% compared to Principal Tax-Exempt Bond Fund (PTEAX) at 1.01%. This indicates that LTIUX's price experiences larger fluctuations and is considered to be riskier than PTEAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTIUX | PTEAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 1.01% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 6.37% | 1.80% | +4.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.12% | 4.92% | +6.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.79% | 3.96% | +7.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.45% | 4.39% | +8.06% |