PDSYX vs. PLZTX
Compare and contrast key facts about Principal Diversified Select Real Asset Fund (PDSYX) and Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX).
PDSYX is managed by Principal Funds. It was launched on Jul 2, 2019. PLZTX is managed by Principal Funds. It was launched on Sep 30, 2014.
Performance
PDSYX vs. PLZTX - Performance Comparison
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PDSYX vs. PLZTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PDSYX Principal Diversified Select Real Asset Fund | 3.75% | 7.90% | 3.65% | 2.45% | -5.36% | 14.81% | 2.43% | 4.08% |
PLZTX Principal LifeTime Hybrid 2030 Fund R-6 | -0.90% | 14.46% | 11.11% | 14.97% | -16.74% | 13.93% | 14.79% | 6.03% |
Returns By Period
In the year-to-date period, PDSYX achieves a 3.75% return, which is significantly higher than PLZTX's -0.90% return.
PDSYX
- 1D
- 0.49%
- 1M
- -1.04%
- YTD
- 3.75%
- 6M
- 5.20%
- 1Y
- 10.54%
- 3Y*
- 5.74%
- 5Y*
- 4.37%
- 10Y*
- —
PLZTX
- 1D
- 1.79%
- 1M
- -3.52%
- YTD
- -0.90%
- 6M
- 0.84%
- 1Y
- 13.00%
- 3Y*
- 11.21%
- 5Y*
- 5.60%
- 10Y*
- 8.17%
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PDSYX vs. PLZTX - Expense Ratio Comparison
PDSYX has a 1.20% expense ratio, which is higher than PLZTX's 0.33% expense ratio.
Return for Risk
PDSYX vs. PLZTX — Risk / Return Rank
PDSYX
PLZTX
PDSYX vs. PLZTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Diversified Select Real Asset Fund (PDSYX) and Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX). 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.
| PDSYX | PLZTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.32 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.93 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.28 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.77 | +0.27 |
Martin ratioReturn relative to average drawdown | 17.91 | 8.46 | +9.45 |
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
| PDSYX | PLZTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.32 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.54 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.71 | -0.16 |
Correlation
The correlation between PDSYX and PLZTX is 0.78, 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
PDSYX vs. PLZTX - Dividend Comparison
PDSYX's dividend yield for the trailing twelve months is around 1.78%, less than PLZTX's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDSYX Principal Diversified Select Real Asset Fund | 1.78% | 1.85% | 2.18% | 2.06% | 1.58% | 7.46% | 2.70% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% |
PLZTX Principal LifeTime Hybrid 2030 Fund R-6 | 4.70% | 4.66% | 3.75% | 3.45% | 8.09% | 5.44% | 4.48% | 3.73% | 3.83% | 2.54% | 2.28% | 1.68% |
Drawdowns
PDSYX vs. PLZTX - Drawdown Comparison
The maximum PDSYX drawdown since its inception was -30.01%, which is greater than PLZTX's maximum drawdown of -24.54%. Use the drawdown chart below to compare losses from any high point for PDSYX and PLZTX.
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Drawdown Indicators
| PDSYX | PLZTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.01% | -24.54% | -5.47% |
Max Drawdown (1Y)Largest decline over 1 year | -5.32% | -7.63% | +2.31% |
Max Drawdown (5Y)Largest decline over 5 years | -10.95% | -21.95% | +11.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.54% | — |
Current DrawdownCurrent decline from peak | -1.04% | -4.04% | +3.00% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -3.96% | -0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.61% | 1.60% | -0.99% |
Volatility
PDSYX vs. PLZTX - Volatility Comparison
The current volatility for Principal Diversified Select Real Asset Fund (PDSYX) is 1.19%, while Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) has a volatility of 3.97%. This indicates that PDSYX experiences smaller price fluctuations and is considered to be less risky than PLZTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PDSYX | PLZTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 3.97% | -2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 2.28% | 5.98% | -3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.83% | 10.17% | -3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 10.49% | -4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.82% | 11.21% | -2.39% |