PHTFX vs. ONEQ

In the year-to-date period, PHTFX achieves a 2.82% return, which is significantly higher than ONEQ's -0.59% return. Over the past 10 years, PHTFX has underperformed ONEQ with an annualized return of 3.93%, while ONEQ has yielded a comparatively higher 15.31% annualized return.

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PHTFX has a 0.05% expense ratio, which is lower than ONEQ's 0.21% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid Income Fund (PHTFX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ). 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.

The current PHTFX Sharpe Ratio is 1.11, which is higher than the ONEQ Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of PHTFX and ONEQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHTFX's dividend yield for the trailing twelve months is around 3.11%, more than ONEQ's 0.63% yield.

The maximum PHTFX drawdown since its inception was -17.26%, smaller than the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for PHTFX and ONEQ.

The current volatility for Principal LifeTime Hybrid Income Fund (PHTFX) is 1.63%, while Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) has a volatility of 5.94%. This indicates that PHTFX experiences smaller price fluctuations and is considered to be less risky than ONEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.