MXXLX vs. PMTIX
Compare and contrast key facts about Great-West Lifetime 2055 Fund (MXXLX) and Principal LifeTime 2030 Fund (PMTIX).
MXXLX is managed by Great-West. It was launched on Apr 30, 2009. PMTIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
MXXLX vs. PMTIX - Performance Comparison
Loading graphics...
MXXLX vs. PMTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXXLX Great-West Lifetime 2055 Fund | -1.40% | 17.54% | 10.65% | 17.25% | -17.19% | 16.12% | 13.57% | 25.75% | -13.05% | 21.19% |
PMTIX Principal LifeTime 2030 Fund | -1.40% | 13.25% | 12.86% | 15.11% | -16.81% | 12.70% | 14.71% | 22.40% | -7.45% | 18.41% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with MXXLX at -1.40% and PMTIX at -1.40%. Both investments have delivered pretty close results over the past 10 years, with MXXLX having a 8.61% annualized return and PMTIX not far behind at 8.24%.
MXXLX
- 1D
- 2.70%
- 1M
- -5.81%
- YTD
- -1.40%
- 6M
- 0.73%
- 1Y
- 15.89%
- 3Y*
- 12.50%
- 5Y*
- 6.40%
- 10Y*
- 8.61%
PMTIX
- 1D
- 1.81%
- 1M
- -3.63%
- YTD
- -1.40%
- 6M
- -0.03%
- 1Y
- 10.78%
- 3Y*
- 11.38%
- 5Y*
- 5.45%
- 10Y*
- 8.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MXXLX vs. PMTIX - Expense Ratio Comparison
MXXLX has a 0.57% expense ratio, which is higher than PMTIX's 0.01% expense ratio.
Return for Risk
MXXLX vs. PMTIX — Risk / Return Rank
MXXLX
PMTIX
MXXLX vs. PMTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2055 Fund (MXXLX) and Principal LifeTime 2030 Fund (PMTIX). 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.
| MXXLX | PMTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.13 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.67 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.24 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.50 | -0.08 |
Martin ratioReturn relative to average drawdown | 6.39 | 6.98 | -0.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MXXLX | PMTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.13 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.52 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.74 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.47 | -0.03 |
Correlation
The correlation between MXXLX and PMTIX is 0.89, 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
MXXLX vs. PMTIX - Dividend Comparison
MXXLX's dividend yield for the trailing twelve months is around 3.02%, less than PMTIX's 9.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXXLX Great-West Lifetime 2055 Fund | 3.02% | 2.97% | 4.27% | 3.42% | 7.87% | 8.92% | 5.05% | 9.47% | 10.16% | 2.95% | 0.00% | 0.00% |
PMTIX Principal LifeTime 2030 Fund | 9.83% | 9.69% | 9.60% | 4.26% | 10.05% | 8.87% | 6.37% | 6.49% | 8.21% | 5.87% | 3.97% | 9.44% |
Drawdowns
MXXLX vs. PMTIX - Drawdown Comparison
The maximum MXXLX drawdown since its inception was -33.59%, smaller than the maximum PMTIX drawdown of -52.14%. Use the drawdown chart below to compare losses from any high point for MXXLX and PMTIX.
Loading graphics...
Drawdown Indicators
| MXXLX | PMTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -52.14% | +18.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -7.49% | -3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -28.94% | -23.05% | -5.89% |
Max Drawdown (10Y)Largest decline over 10 years | -33.59% | -25.87% | -7.72% |
Current DrawdownCurrent decline from peak | -6.66% | -4.15% | -2.51% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -6.83% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 1.61% | +0.92% |
Volatility
MXXLX vs. PMTIX - Volatility Comparison
Great-West Lifetime 2055 Fund (MXXLX) has a higher volatility of 5.71% compared to Principal LifeTime 2030 Fund (PMTIX) at 3.92%. This indicates that MXXLX's price experiences larger fluctuations and is considered to be riskier than PMTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MXXLX | PMTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 3.92% | +1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 5.89% | +3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 9.92% | +5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 10.56% | +5.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 11.21% | +5.20% |