PHTQX vs. PLGIX
Compare and contrast key facts about Principal LifeTime Hybrid 2025 Fund (PHTQX) and Principal LargeCap Growth Fund I (PLGIX).
PHTQX is managed by Principal. It was launched on Sep 29, 2014. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PHTQX vs. PLGIX - Performance Comparison
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PHTQX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHTQX Principal LifeTime Hybrid 2025 Fund | -2.27% | 13.11% | 9.88% | 13.23% | -15.18% | 11.94% | 13.62% | 19.24% | -6.54% | 15.23% |
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, PHTQX achieves a -2.27% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PHTQX has underperformed PLGIX with an annualized return of 7.25%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PHTQX
- 1D
- 0.00%
- 1M
- -4.98%
- YTD
- -2.27%
- 6M
- -0.36%
- 1Y
- 10.12%
- 3Y*
- 9.48%
- 5Y*
- 4.86%
- 10Y*
- 7.25%
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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PHTQX vs. PLGIX - Expense Ratio Comparison
PHTQX has a 0.05% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
PHTQX vs. PLGIX — Risk / Return Rank
PHTQX
PLGIX
PHTQX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2025 Fund (PHTQX) 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.
| PHTQX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.16 | +1.03 |
Sortino ratioReturn per unit of downside risk | 1.72 | 0.40 | +1.32 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.05 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 0.04 | +1.42 |
Martin ratioReturn relative to average drawdown | 6.88 | 0.14 | +6.74 |
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
| PHTQX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.16 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.47 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.70 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.41 | +0.26 |
Correlation
The correlation between PHTQX and PLGIX is 0.86, 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
PHTQX vs. PLGIX - Dividend Comparison
PHTQX's dividend yield for the trailing twelve months is around 5.04%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHTQX Principal LifeTime Hybrid 2025 Fund | 5.04% | 4.92% | 3.90% | 3.52% | 6.72% | 5.24% | 4.32% | 3.33% | 3.41% | 2.33% | 1.90% | 1.79% |
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
PHTQX vs. PLGIX - Drawdown Comparison
The maximum PHTQX drawdown since its inception was -21.90%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PHTQX and PLGIX.
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Drawdown Indicators
| PHTQX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.90% | -55.43% | +33.53% |
Max Drawdown (1Y)Largest decline over 1 year | -6.55% | -18.32% | +11.77% |
Max Drawdown (5Y)Largest decline over 5 years | -20.08% | -40.63% | +20.55% |
Max Drawdown (10Y)Largest decline over 10 years | -21.90% | -40.63% | +18.73% |
Current DrawdownCurrent decline from peak | -5.11% | -18.32% | +13.21% |
Average DrawdownAverage peak-to-trough decline | -3.63% | -13.31% | +9.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 5.45% | -4.05% |
Volatility
PHTQX vs. PLGIX - Volatility Comparison
The current volatility for Principal LifeTime Hybrid 2025 Fund (PHTQX) is 3.00%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PHTQX 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
| PHTQX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.00% | 5.47% | -2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 5.01% | 11.68% | -6.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.63% | 21.30% | -12.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.07% | 30.09% | -21.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.78% | 25.38% | -15.60% |