LTRIX vs. LTIUX
Compare and contrast key facts about Principal LifeTime 2045 Fund (LTRIX) and Principal LifeTime 2035 Fund (LTIUX).
LTRIX is managed by Principal. It was launched on Feb 28, 2008. LTIUX 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: LTRIX or LTIUX.
Correlation
The correlation between LTRIX and LTIUX 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
LTRIX vs. LTIUX - Performance Comparison
Key characteristics
LTRIX:
0.98
LTIUX:
0.95
LTRIX:
1.33
LTIUX:
1.28
LTRIX:
1.18
LTIUX:
1.18
LTRIX:
0.77
LTIUX:
0.60
LTRIX:
3.89
LTIUX:
3.46
LTRIX:
2.80%
LTIUX:
2.53%
LTRIX:
11.14%
LTIUX:
9.19%
LTRIX:
-51.39%
LTIUX:
-49.65%
LTRIX:
-4.22%
LTIUX:
-6.38%
Returns By Period
In the year-to-date period, LTRIX achieves a 4.62% return, which is significantly higher than LTIUX's 3.71% return. Over the past 10 years, LTRIX has outperformed LTIUX with an annualized return of 4.13%, while LTIUX has yielded a comparatively lower 3.22% annualized return.
LTRIX
4.62%
1.36%
2.18%
10.97%
4.54%
4.13%
LTIUX
3.71%
1.15%
0.92%
8.93%
3.34%
3.22%
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LTRIX vs. LTIUX - Expense Ratio Comparison
Both LTRIX and LTIUX 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
LTRIX vs. LTIUX — Risk-Adjusted Performance Rank
LTRIX
LTIUX
LTRIX vs. LTIUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2045 Fund (LTRIX) and Principal LifeTime 2035 Fund (LTIUX). 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
LTRIX vs. LTIUX - Dividend Comparison
LTRIX's dividend yield for the trailing twelve months is around 1.69%, less than LTIUX's 2.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTRIX Principal LifeTime 2045 Fund | 1.69% | 1.77% | 1.80% | 1.37% | 2.99% | 1.64% | 1.93% | 2.33% | 2.20% | 1.51% | 1.43% | 2.84% |
LTIUX Principal LifeTime 2035 Fund | 2.22% | 2.30% | 2.19% | 1.78% | 2.79% | 1.71% | 2.12% | 2.54% | 2.31% | 1.57% | 1.50% | 2.76% |
Drawdowns
LTRIX vs. LTIUX - Drawdown Comparison
The maximum LTRIX drawdown since its inception was -51.39%, roughly equal to the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for LTRIX and LTIUX. For additional features, visit the drawdowns tool.
Volatility
LTRIX vs. LTIUX - Volatility Comparison
Principal LifeTime 2045 Fund (LTRIX) has a higher volatility of 2.11% compared to Principal LifeTime 2035 Fund (LTIUX) at 1.78%. This indicates that LTRIX's price experiences larger fluctuations and is considered to be riskier than LTIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.