PAHHX vs. LTIUX
Compare and contrast key facts about T. Rowe Price Target 2040 Fund (PAHHX) and Principal LifeTime 2035 Fund (LTIUX).
PAHHX is managed by T. Rowe Price. It was launched on Aug 19, 2013. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
PAHHX vs. LTIUX - Performance Comparison
Loading graphics...
PAHHX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAHHX T. Rowe Price Target 2040 Fund | -0.80% | 15.54% | 11.42% | 17.26% | -18.09% | 13.74% | 16.17% | 21.99% | -6.72% | 17.68% |
LTIUX Principal LifeTime 2035 Fund | -1.66% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
Returns By Period
In the year-to-date period, PAHHX achieves a -0.80% return, which is significantly higher than LTIUX's -1.66% return. Both investments have delivered pretty close results over the past 10 years, with PAHHX having a 8.58% annualized return and LTIUX not far ahead at 8.91%.
PAHHX
- 1D
- 2.07%
- 1M
- -5.21%
- YTD
- -0.80%
- 6M
- 1.30%
- 1Y
- 13.61%
- 3Y*
- 12.36%
- 5Y*
- 5.73%
- 10Y*
- 8.58%
LTIUX
- 1D
- 2.11%
- 1M
- -3.97%
- YTD
- -1.66%
- 6M
- -0.15%
- 1Y
- 11.84%
- 3Y*
- 12.40%
- 5Y*
- 6.02%
- 10Y*
- 8.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PAHHX vs. LTIUX - Expense Ratio Comparison
PAHHX has a 0.85% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
PAHHX vs. LTIUX — Risk / Return Rank
PAHHX
LTIUX
PAHHX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Target 2040 Fund (PAHHX) 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.
| PAHHX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.08 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.61 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.46 | -0.24 |
Martin ratioReturn relative to average drawdown | 5.52 | 6.81 | -1.29 |
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
| PAHHX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.08 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.51 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.72 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.45 | +0.20 |
Correlation
The correlation between PAHHX and LTIUX is 0.96, 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
PAHHX vs. LTIUX - Dividend Comparison
PAHHX's dividend yield for the trailing twelve months is around 5.98%, less than LTIUX's 9.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAHHX T. Rowe Price Target 2040 Fund | 5.98% | 5.93% | 3.10% | 2.66% | 5.85% | 3.36% | 2.86% | 4.23% | 5.43% | 2.15% | 2.30% | 2.56% |
LTIUX Principal LifeTime 2035 Fund | 9.18% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
PAHHX vs. LTIUX - Drawdown Comparison
The maximum PAHHX drawdown since its inception was -28.58%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for PAHHX and LTIUX.
Loading graphics...
Drawdown Indicators
| PAHHX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.58% | -49.65% | +21.07% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -8.44% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -25.80% | -24.23% | -1.57% |
Max Drawdown (10Y)Largest decline over 10 years | -28.58% | -28.12% | -0.46% |
Current DrawdownCurrent decline from peak | -5.83% | -4.60% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -4.49% | -6.76% | +2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 1.80% | +0.45% |
Volatility
PAHHX vs. LTIUX - Volatility Comparison
T. Rowe Price Target 2040 Fund (PAHHX) and Principal LifeTime 2035 Fund (LTIUX) have volatilities of 4.66% and 4.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PAHHX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 4.44% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.46% | 6.70% | +0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 11.29% | +1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.27% | 11.83% | +0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.64% | 12.47% | +0.17% |