PHTUX vs. FRQKX
Compare and contrast key facts about Principal LifeTime Hybrid 2050 Fund (PHTUX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
PHTUX is managed by Principal. It was launched on Sep 29, 2014. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
PHTUX vs. FRQKX - Performance Comparison
Loading graphics...
PHTUX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PHTUX Principal LifeTime Hybrid 2050 Fund | -1.71% | 19.64% | 17.26% | 20.30% | -18.48% | 19.08% | 15.94% | 8.62% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.27% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, PHTUX achieves a -1.71% return, which is significantly lower than FRQKX's 0.27% return.
PHTUX
- 1D
- 2.83%
- 1M
- -5.02%
- YTD
- -1.71%
- 6M
- 0.71%
- 1Y
- 18.94%
- 3Y*
- 15.91%
- 5Y*
- 8.52%
- 10Y*
- 10.67%
FRQKX
- 1D
- 0.75%
- 1M
- -2.06%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 7.69%
- 3Y*
- 6.38%
- 5Y*
- 2.56%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PHTUX vs. FRQKX - Expense Ratio Comparison
PHTUX has a 0.05% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
PHTUX vs. FRQKX — Risk / Return Rank
PHTUX
FRQKX
PHTUX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2050 Fund (PHTUX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX). 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.
| PHTUX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.73 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.80 | 2.42 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.35 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 2.37 | -0.71 |
Martin ratioReturn relative to average drawdown | 8.31 | 9.37 | -1.06 |
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
| PHTUX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.73 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.47 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.70 | -0.07 |
Correlation
The correlation between PHTUX and FRQKX is 0.75, 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
PHTUX vs. FRQKX - Dividend Comparison
PHTUX's dividend yield for the trailing twelve months is around 4.95%, more than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHTUX Principal LifeTime Hybrid 2050 Fund | 4.95% | 4.86% | 4.44% | 2.95% | 9.50% | 4.59% | 3.35% | 4.08% | 4.51% | 2.40% | 2.44% | 1.64% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PHTUX vs. FRQKX - Drawdown Comparison
The maximum PHTUX drawdown since its inception was -31.76%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for PHTUX and FRQKX.
Loading graphics...
Drawdown Indicators
| PHTUX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -16.97% | -14.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -3.42% | -8.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.50% | -16.97% | -8.53% |
Max Drawdown (10Y)Largest decline over 10 years | -31.76% | — | — |
Current DrawdownCurrent decline from peak | -5.87% | -2.45% | -3.42% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -3.95% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 0.86% | +1.49% |
Volatility
PHTUX vs. FRQKX - Volatility Comparison
Principal LifeTime Hybrid 2050 Fund (PHTUX) has a higher volatility of 5.82% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.14%. This indicates that PHTUX's price experiences larger fluctuations and is considered to be riskier than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PHTUX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 2.14% | +3.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 2.96% | +6.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 4.67% | +11.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 5.53% | +9.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.51% | 5.77% | +9.74% |