PHTJX vs. PLGIX
Compare and contrast key facts about Principal LifeTime Hybrid 2035 Fund (PHTJX) and Principal LargeCap Growth Fund I (PLGIX).
PHTJX is managed by Principal. It was launched on Sep 29, 2014. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PHTJX vs. PLGIX - Performance Comparison
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PHTJX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHTJX Principal LifeTime Hybrid 2035 Fund | -3.09% | 15.57% | 12.67% | 16.45% | -17.37% | 15.57% | 15.13% | 22.69% | -8.00% | 18.13% |
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, PHTJX achieves a -3.09% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PHTJX has underperformed PLGIX with an annualized return of 8.68%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PHTJX
- 1D
- -0.07%
- 1M
- -6.23%
- YTD
- -3.09%
- 6M
- -0.84%
- 1Y
- 12.31%
- 3Y*
- 11.60%
- 5Y*
- 6.12%
- 10Y*
- 8.68%
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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PHTJX vs. PLGIX - Expense Ratio Comparison
PHTJX has a 0.05% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
PHTJX vs. PLGIX — Risk / Return Rank
PHTJX
PLGIX
PHTJX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2035 Fund (PHTJX) 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.
| PHTJX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.16 | +0.94 |
Sortino ratioReturn per unit of downside risk | 1.62 | 0.40 | +1.22 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.05 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.04 | +1.28 |
Martin ratioReturn relative to average drawdown | 6.45 | 0.14 | +6.31 |
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
| PHTJX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.16 | +0.94 |
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 | 0.70 | 0.70 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.41 | +0.22 |
Correlation
The correlation between PHTJX and PLGIX is 0.87, 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
PHTJX vs. PLGIX - Dividend Comparison
PHTJX's dividend yield for the trailing twelve months is around 4.83%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHTJX Principal LifeTime Hybrid 2035 Fund | 4.83% | 4.68% | 4.09% | 3.37% | 8.44% | 4.96% | 3.98% | 3.71% | 4.01% | 2.31% | 1.99% | 1.67% |
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
PHTJX vs. PLGIX - Drawdown Comparison
The maximum PHTJX drawdown since its inception was -27.17%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PHTJX and PLGIX.
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Drawdown Indicators
| PHTJX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.17% | -55.43% | +28.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -18.32% | +9.69% |
Max Drawdown (5Y)Largest decline over 5 years | -23.12% | -40.63% | +17.51% |
Max Drawdown (10Y)Largest decline over 10 years | -27.17% | -40.63% | +13.46% |
Current DrawdownCurrent decline from peak | -6.47% | -18.32% | +11.85% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -13.31% | +9.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 5.45% | -3.68% |
Volatility
PHTJX vs. PLGIX - Volatility Comparison
The current volatility for Principal LifeTime Hybrid 2035 Fund (PHTJX) is 3.73%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PHTJX 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
| PHTJX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 5.47% | -1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 6.47% | 11.68% | -5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.39% | 21.30% | -9.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.75% | 30.09% | -18.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.47% | 25.38% | -12.91% |