PHTFX vs. POSIX
Compare and contrast key facts about Principal LifeTime Hybrid Income Fund (PHTFX) and Principal Global Real Estate Securities Fund (POSIX).
PHTFX is managed by Principal. It was launched on Sep 29, 2014. POSIX is managed by Principal. It was launched on Sep 30, 2007.
Performance
PHTFX vs. POSIX - Performance Comparison
Loading graphics...
PHTFX vs. POSIX - 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% |
POSIX Principal Global Real Estate Securities Fund | -0.73% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
Returns By Period
In the year-to-date period, PHTFX achieves a -1.55% return, which is significantly lower than POSIX's -0.73% return. Over the past 10 years, PHTFX has outperformed POSIX with an annualized return of 4.61%, while POSIX has yielded a comparatively lower 3.43% 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%
POSIX
- 1D
- 0.11%
- 1M
- -9.88%
- YTD
- -0.73%
- 6M
- -2.12%
- 1Y
- 4.72%
- 3Y*
- 5.38%
- 5Y*
- 0.63%
- 10Y*
- 3.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PHTFX vs. POSIX - Expense Ratio Comparison
PHTFX has a 0.05% expense ratio, which is lower than POSIX's 0.94% expense ratio.
Return for Risk
PHTFX vs. POSIX — Risk / Return Rank
PHTFX
POSIX
PHTFX vs. POSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid Income Fund (PHTFX) and Principal Global Real Estate Securities Fund (POSIX). 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 | POSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.36 | +0.95 |
Sortino ratioReturn per unit of downside risk | 1.84 | 0.58 | +1.26 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.08 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 0.46 | +1.17 |
Martin ratioReturn relative to average drawdown | 7.38 | 1.81 | +5.57 |
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
| PHTFX | POSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.36 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.04 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.20 | +0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.15 | +0.58 |
Correlation
The correlation between PHTFX and POSIX is 0.70, 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. POSIX - Dividend Comparison
PHTFX's dividend yield for the trailing twelve months is around 4.62%, more than POSIX's 2.66% 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% |
POSIX Principal Global Real Estate Securities Fund | 2.66% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
Drawdowns
PHTFX vs. POSIX - Drawdown Comparison
The maximum PHTFX drawdown since its inception was -17.26%, smaller than the maximum POSIX drawdown of -68.45%. Use the drawdown chart below to compare losses from any high point for PHTFX and POSIX.
Loading graphics...
Drawdown Indicators
| PHTFX | POSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.26% | -68.45% | +51.19% |
Max Drawdown (1Y)Largest decline over 1 year | -4.98% | -10.67% | +5.69% |
Max Drawdown (5Y)Largest decline over 5 years | -17.26% | -34.15% | +16.89% |
Max Drawdown (10Y)Largest decline over 10 years | -17.26% | -41.70% | +24.44% |
Current DrawdownCurrent decline from peak | -4.01% | -12.67% | +8.66% |
Average DrawdownAverage peak-to-trough decline | -2.60% | -14.02% | +11.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 2.72% | -1.62% |
Volatility
PHTFX vs. POSIX - Volatility Comparison
The current volatility for Principal LifeTime Hybrid Income Fund (PHTFX) is 2.45%, while Principal Global Real Estate Securities Fund (POSIX) has a volatility of 4.19%. This indicates that PHTFX experiences smaller price fluctuations and is considered to be less risky than POSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PHTFX | POSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.45% | 4.19% | -1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 3.88% | 8.13% | -4.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.57% | 14.17% | -7.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.75% | 16.22% | -9.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.10% | 16.95% | -10.85% |