PDRDX vs. PLTNX
Compare and contrast key facts about Principal Diversified Real Asset Fund (PDRDX) and Principal LifeTime Hybrid 2055 Fund (PLTNX).
PDRDX is managed by Principal. It was launched on Mar 15, 2010. PLTNX is managed by Principal. It was launched on Sep 29, 2014.
Performance
PDRDX vs. PLTNX - Performance Comparison
Loading graphics...
PDRDX vs. PLTNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDRDX Principal Diversified Real Asset Fund | 10.54% | 14.63% | 3.09% | 3.22% | -6.19% | 17.30% | 3.97% | 15.02% | -7.90% | 10.18% |
PLTNX Principal LifeTime Hybrid 2055 Fund | -1.70% | 19.89% | 17.25% | 20.33% | -18.49% | 19.70% | 15.78% | 26.17% | -9.84% | 21.03% |
Returns By Period
In the year-to-date period, PDRDX achieves a 10.54% return, which is significantly higher than PLTNX's -1.70% return. Over the past 10 years, PDRDX has underperformed PLTNX with an annualized return of 6.67%, while PLTNX has yielded a comparatively higher 10.80% annualized return.
PDRDX
- 1D
- 1.20%
- 1M
- -3.08%
- YTD
- 10.54%
- 6M
- 13.20%
- 1Y
- 22.43%
- 3Y*
- 10.02%
- 5Y*
- 7.13%
- 10Y*
- 6.67%
PLTNX
- 1D
- 2.96%
- 1M
- -5.09%
- YTD
- -1.70%
- 6M
- 0.75%
- 1Y
- 19.23%
- 3Y*
- 15.98%
- 5Y*
- 8.62%
- 10Y*
- 10.80%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PDRDX vs. PLTNX - Expense Ratio Comparison
PDRDX has a 0.83% expense ratio, which is higher than PLTNX's 0.05% expense ratio.
Return for Risk
PDRDX vs. PLTNX — Risk / Return Rank
PDRDX
PLTNX
PDRDX vs. PLTNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Diversified Real Asset Fund (PDRDX) and Principal LifeTime Hybrid 2055 Fund (PLTNX). 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.
| PDRDX | PLTNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.01 | 1.21 | +0.80 |
Sortino ratioReturn per unit of downside risk | 2.64 | 1.81 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.26 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | 1.67 | +0.86 |
Martin ratioReturn relative to average drawdown | 13.70 | 8.28 | +5.41 |
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
| PDRDX | PLTNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 1.21 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.56 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.69 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.62 | -0.12 |
Correlation
The correlation between PDRDX and PLTNX is 0.77, 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
PDRDX vs. PLTNX - Dividend Comparison
PDRDX's dividend yield for the trailing twelve months is around 3.88%, less than PLTNX's 4.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDRDX Principal Diversified Real Asset Fund | 3.88% | 4.19% | 2.43% | 2.52% | 12.88% | 6.56% | 0.52% | 2.36% | 3.47% | 2.21% | 2.61% | 0.99% |
PLTNX Principal LifeTime Hybrid 2055 Fund | 4.67% | 4.59% | 4.40% | 2.84% | 9.11% | 4.23% | 3.11% | 3.47% | 4.68% | 2.21% | 1.99% | 1.63% |
Drawdowns
PDRDX vs. PLTNX - Drawdown Comparison
The maximum PDRDX drawdown since its inception was -28.55%, smaller than the maximum PLTNX drawdown of -32.71%. Use the drawdown chart below to compare losses from any high point for PDRDX and PLTNX.
Loading graphics...
Drawdown Indicators
| PDRDX | PLTNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.55% | -32.71% | +4.16% |
Max Drawdown (1Y)Largest decline over 1 year | -9.19% | -11.90% | +2.71% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -25.48% | +6.13% |
Max Drawdown (10Y)Largest decline over 10 years | -28.55% | -32.71% | +4.16% |
Current DrawdownCurrent decline from peak | -3.08% | -5.96% | +2.88% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -4.83% | -1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 2.39% | -0.70% |
Volatility
PDRDX vs. PLTNX - Volatility Comparison
The current volatility for Principal Diversified Real Asset Fund (PDRDX) is 3.84%, while Principal LifeTime Hybrid 2055 Fund (PLTNX) has a volatility of 6.01%. This indicates that PDRDX experiences smaller price fluctuations and is considered to be less risky than PLTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PDRDX | PLTNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 6.01% | -2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 9.53% | -2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.36% | 16.43% | -5.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.96% | 15.45% | -4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.77% | 15.80% | -5.03% |