PHTFX vs. PLGIX
Compare and contrast key facts about Principal LifeTime Hybrid Income Fund (PHTFX) and Principal LargeCap Growth Fund I (PLGIX).
PHTFX is managed by Principal. It was launched on Sep 29, 2014. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PHTFX vs. PLGIX - Performance Comparison
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PHTFX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHTFX Principal LifeTime Hybrid Income Fund | -1.55% | 11.14% | 7.52% | 10.77% | -13.22% | 5.13% | 10.11% | 11.82% | -2.75% | 7.62% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, PHTFX achieves a -1.55% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PHTFX has underperformed PLGIX with an annualized return of 4.61%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PHTFX
- 1D
- 0.09%
- 1M
- -4.01%
- YTD
- -1.55%
- 6M
- -0.01%
- 1Y
- 8.36%
- 3Y*
- 7.77%
- 5Y*
- 3.48%
- 10Y*
- 4.61%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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PHTFX vs. PLGIX - Expense Ratio Comparison
PHTFX has a 0.05% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
PHTFX vs. PLGIX — Risk / Return Rank
PHTFX
PLGIX
PHTFX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid Income Fund (PHTFX) and Principal LargeCap Growth Fund I (PLGIX). 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.
| PHTFX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.16 | +1.15 |
Sortino ratioReturn per unit of downside risk | 1.84 | 0.40 | +1.45 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.05 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 0.04 | +1.60 |
Martin ratioReturn relative to average drawdown | 7.38 | 0.14 | +7.25 |
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
| PHTFX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.16 | +1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.47 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.70 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.41 | +0.32 |
Correlation
The correlation between PHTFX and PLGIX is 0.74, 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
PHTFX vs. PLGIX - Dividend Comparison
PHTFX's dividend yield for the trailing twelve months is around 4.62%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHTFX Principal LifeTime Hybrid Income Fund | 4.62% | 4.54% | 3.34% | 3.60% | 5.20% | 5.57% | 4.92% | 2.96% | 2.07% | 2.43% | 1.41% | 1.52% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PHTFX vs. PLGIX - Drawdown Comparison
The maximum PHTFX drawdown since its inception was -17.26%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PHTFX and PLGIX.
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Drawdown Indicators
| PHTFX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.26% | -55.43% | +38.17% |
Max Drawdown (1Y)Largest decline over 1 year | -4.98% | -18.32% | +13.34% |
Max Drawdown (5Y)Largest decline over 5 years | -17.26% | -40.63% | +23.37% |
Max Drawdown (10Y)Largest decline over 10 years | -17.26% | -40.63% | +23.37% |
Current DrawdownCurrent decline from peak | -4.01% | -18.32% | +14.31% |
Average DrawdownAverage peak-to-trough decline | -2.60% | -13.31% | +10.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 5.45% | -4.35% |
Volatility
PHTFX vs. PLGIX - Volatility Comparison
The current volatility for Principal LifeTime Hybrid Income Fund (PHTFX) is 2.45%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PHTFX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHTFX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.45% | 5.47% | -3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 3.88% | 11.68% | -7.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.57% | 21.30% | -14.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.75% | 30.09% | -23.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.10% | 25.38% | -19.28% |