PHTUX vs. PHTYX

In the year-to-date period, PHTUX achieves a -2.65% return, which is significantly lower than PHTYX's -2.27% return. Over the past 10 years, PHTUX has outperformed PHTYX with an annualized return of 8.15%, while PHTYX has yielded a comparatively lower 5.96% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Both PHTUX and PHTYX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2050 Fund (PHTUX) and Principal LifeTime Hybrid 2045 Fund (PHTYX). 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.

The current PHTUX Sharpe Ratio is 0.44, which is comparable to the PHTYX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of PHTUX and PHTYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHTUX's dividend yield for the trailing twelve months is around 3.27%, more than PHTYX's 2.13% yield.

The maximum PHTUX drawdown since its inception was -31.76%, roughly equal to the maximum PHTYX drawdown of -30.61%. Use the drawdown chart below to compare losses from any high point for PHTUX and PHTYX. For additional features, visit the drawdowns tool.

Principal LifeTime Hybrid 2050 Fund (PHTUX) has a higher volatility of 12.30% compared to Principal LifeTime Hybrid 2045 Fund (PHTYX) at 11.32%. This indicates that PHTUX's price experiences larger fluctuations and is considered to be riskier than PHTYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.