LTRIX vs. PLGIX
Compare and contrast key facts about Principal LifeTime 2045 Fund (LTRIX) and Principal LargeCap Growth Fund I (PLGIX).
LTRIX is managed by Principal. It was launched on Feb 28, 2008. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
LTRIX vs. PLGIX - Performance Comparison
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LTRIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTRIX Principal LifeTime 2045 Fund | -4.72% | 16.69% | 16.90% | 19.40% | -18.51% | 16.55% | 16.33% | 25.81% | -8.34% | 21.38% |
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, LTRIX achieves a -4.72% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, LTRIX has underperformed PLGIX with an annualized return of 9.79%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
LTRIX
- 1D
- -0.21%
- 1M
- -7.69%
- YTD
- -4.72%
- 6M
- -2.65%
- 1Y
- 11.72%
- 3Y*
- 13.58%
- 5Y*
- 7.05%
- 10Y*
- 9.79%
PLGIX
- 1D
- -0.29%
- 1M
- -9.07%
- YTD
- -14.91%
- 6M
- -15.27%
- 1Y
- 2.60%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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LTRIX vs. PLGIX - Expense Ratio Comparison
LTRIX has a 0.01% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
LTRIX vs. PLGIX — Risk / Return Rank
LTRIX
PLGIX
LTRIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2045 Fund (LTRIX) 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.
| LTRIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.16 | +0.67 |
Sortino ratioReturn per unit of downside risk | 1.27 | 0.40 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.05 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.04 | +0.92 |
Martin ratioReturn relative to average drawdown | 4.66 | 0.14 | +4.52 |
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
| LTRIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.16 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.47 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.70 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.41 | +0.02 |
Correlation
The correlation between LTRIX 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
LTRIX vs. PLGIX - Dividend Comparison
LTRIX's dividend yield for the trailing twelve months is around 9.77%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTRIX Principal LifeTime 2045 Fund | 9.77% | 9.31% | 9.40% | 4.25% | 8.71% | 6.75% | 4.62% | 6.93% | 7.50% | 4.57% | 4.48% | 5.42% |
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
LTRIX vs. PLGIX - Drawdown Comparison
The maximum LTRIX drawdown since its inception was -51.39%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for LTRIX and PLGIX.
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Drawdown Indicators
| LTRIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.39% | -55.43% | +4.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.65% | -18.32% | +7.67% |
Max Drawdown (5Y)Largest decline over 5 years | -26.25% | -40.63% | +14.38% |
Max Drawdown (10Y)Largest decline over 10 years | -31.56% | -40.63% | +9.07% |
Current DrawdownCurrent decline from peak | -8.04% | -18.32% | +10.28% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -13.31% | +6.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 5.45% | -3.25% |
Volatility
LTRIX vs. PLGIX - Volatility Comparison
The current volatility for Principal LifeTime 2045 Fund (LTRIX) is 4.53%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that LTRIX 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
| LTRIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 5.47% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 8.04% | 11.68% | -3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 21.30% | -7.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.52% | 30.09% | -15.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.77% | 25.38% | -10.61% |