PHTNX vs. PSMIX
Compare and contrast key facts about Principal LifeTime Hybrid 2030 Fund (PHTNX) and Principal Global Multi-Strategy Fund (PSMIX).
PHTNX is managed by Principal. It was launched on Sep 29, 2014. PSMIX is managed by Principal. It was launched on Oct 23, 2011.
Performance
PHTNX vs. PSMIX - Performance Comparison
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PHTNX vs. PSMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHTNX Principal LifeTime Hybrid 2030 Fund | -2.64% | 14.41% | 11.06% | 14.92% | -16.76% | 13.88% | 14.74% | 20.92% | -7.30% | 16.81% |
PSMIX Principal Global Multi-Strategy Fund | 0.60% | 10.47% | 8.90% | 6.59% | -1.80% | 5.62% | 5.11% | 8.18% | -4.34% | 6.60% |
Returns By Period
In the year-to-date period, PHTNX achieves a -2.64% return, which is significantly lower than PSMIX's 0.60% return. Over the past 10 years, PHTNX has outperformed PSMIX with an annualized return of 7.95%, while PSMIX has yielded a comparatively lower 4.82% annualized return.
PHTNX
- 1D
- -0.07%
- 1M
- -5.60%
- YTD
- -2.64%
- 6M
- -0.56%
- 1Y
- 11.30%
- 3Y*
- 10.51%
- 5Y*
- 5.40%
- 10Y*
- 7.95%
PSMIX
- 1D
- -0.09%
- 1M
- -2.33%
- YTD
- 0.60%
- 6M
- 3.33%
- 1Y
- 10.63%
- 3Y*
- 8.61%
- 5Y*
- 5.68%
- 10Y*
- 4.82%
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PHTNX vs. PSMIX - Expense Ratio Comparison
PHTNX has a 0.05% expense ratio, which is lower than PSMIX's 1.63% expense ratio.
Return for Risk
PHTNX vs. PSMIX — Risk / Return Rank
PHTNX
PSMIX
PHTNX vs. PSMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2030 Fund (PHTNX) and Principal Global Multi-Strategy Fund (PSMIX). 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.
| PHTNX | PSMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 2.20 | -1.06 |
Sortino ratioReturn per unit of downside risk | 1.68 | 2.86 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.47 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 2.92 | -1.55 |
Martin ratioReturn relative to average drawdown | 6.61 | 12.96 | -6.35 |
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
| PHTNX | PSMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 2.20 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 1.26 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.13 | +0.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.14 | +0.51 |
Correlation
The correlation between PHTNX and PSMIX is 0.84, 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
PHTNX vs. PSMIX - Dividend Comparison
PHTNX's dividend yield for the trailing twelve months is around 4.74%, less than PSMIX's 5.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHTNX Principal LifeTime Hybrid 2030 Fund | 4.74% | 4.62% | 3.71% | 3.42% | 8.05% | 5.40% | 4.44% | 3.70% | 3.79% | 2.52% | 2.28% | 1.68% |
PSMIX Principal Global Multi-Strategy Fund | 5.49% | 5.53% | 1.66% | 3.51% | 12.10% | 4.04% | 1.68% | 0.00% | 6.52% | 2.91% | 0.15% | 3.02% |
Drawdowns
PHTNX vs. PSMIX - Drawdown Comparison
The maximum PHTNX drawdown since its inception was -24.52%, smaller than the maximum PSMIX drawdown of -55.50%. Use the drawdown chart below to compare losses from any high point for PHTNX and PSMIX.
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Drawdown Indicators
| PHTNX | PSMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.52% | -55.50% | +30.98% |
Max Drawdown (1Y)Largest decline over 1 year | -7.69% | -3.57% | -4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -22.06% | -6.39% | -15.67% |
Max Drawdown (10Y)Largest decline over 10 years | -24.52% | -55.50% | +30.98% |
Current DrawdownCurrent decline from peak | -5.79% | -28.20% | +22.41% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -26.60% | +22.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 0.80% | +0.79% |
Volatility
PHTNX vs. PSMIX - Volatility Comparison
Principal LifeTime Hybrid 2030 Fund (PHTNX) has a higher volatility of 3.32% compared to Principal Global Multi-Strategy Fund (PSMIX) at 1.30%. This indicates that PHTNX's price experiences larger fluctuations and is considered to be riskier than PSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHTNX | PSMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 1.30% | +2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 5.68% | 3.11% | +2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.04% | 4.90% | +5.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 4.51% | +5.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.20% | 38.09% | -26.89% |