PHTUX vs. PLTNX
Compare and contrast key facts about Principal LifeTime Hybrid 2050 Fund (PHTUX) and Principal LifeTime Hybrid 2055 Fund (PLTNX).
PHTUX is managed by Principal. It was launched on Sep 29, 2014. PLTNX is managed by Principal. It was launched on Sep 29, 2014.
Performance
PHTUX vs. PLTNX - Performance Comparison
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PHTUX vs. PLTNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHTUX Principal LifeTime Hybrid 2050 Fund | -4.42% | 19.64% | 17.26% | 20.30% | -18.48% | 19.08% | 15.94% | 25.59% | -9.48% | 20.48% |
PLTNX Principal LifeTime Hybrid 2055 Fund | -4.53% | 19.89% | 17.25% | 20.33% | -18.49% | 19.70% | 15.78% | 26.17% | -9.84% | 21.03% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PHTUX having a -4.42% return and PLTNX slightly lower at -4.53%. Both investments have delivered pretty close results over the past 10 years, with PHTUX having a 10.36% annualized return and PLTNX not far ahead at 10.48%.
PHTUX
- 1D
- -0.35%
- 1M
- -7.98%
- YTD
- -4.42%
- 6M
- -1.53%
- 1Y
- 16.11%
- 3Y*
- 14.83%
- 5Y*
- 8.19%
- 10Y*
- 10.36%
PLTNX
- 1D
- -0.39%
- 1M
- -8.15%
- YTD
- -4.53%
- 6M
- -1.63%
- 1Y
- 16.31%
- 3Y*
- 14.86%
- 5Y*
- 8.25%
- 10Y*
- 10.48%
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PHTUX vs. PLTNX - Expense Ratio Comparison
Both PHTUX and PLTNX 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%.
Return for Risk
PHTUX vs. PLTNX — Risk / Return Rank
PHTUX
PLTNX
PHTUX vs. PLTNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2050 Fund (PHTUX) and Principal LifeTime Hybrid 2055 Fund (PLTNX). 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 | PLTNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.02 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.54 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.22 | 0.00 |
Martin ratioReturn relative to average drawdown | 6.21 | 6.15 | +0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PHTUX | PLTNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.02 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.54 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.67 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.61 | 0.00 |
Correlation
The correlation between PHTUX and PLTNX is 1.00, 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. PLTNX - Dividend Comparison
PHTUX's dividend yield for the trailing twelve months is around 5.09%, more than PLTNX's 4.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHTUX Principal LifeTime Hybrid 2050 Fund | 5.09% | 4.86% | 4.44% | 2.95% | 9.50% | 4.59% | 3.35% | 4.08% | 4.51% | 2.40% | 2.44% | 1.64% |
PLTNX Principal LifeTime Hybrid 2055 Fund | 4.81% | 4.59% | 4.40% | 2.84% | 9.11% | 4.23% | 3.11% | 3.47% | 4.68% | 2.21% | 1.99% | 1.63% |
Drawdowns
PHTUX vs. PLTNX - Drawdown Comparison
The maximum PHTUX drawdown since its inception was -31.76%, roughly equal to the maximum PLTNX drawdown of -32.71%. Use the drawdown chart below to compare losses from any high point for PHTUX and PLTNX.
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Drawdown Indicators
| PHTUX | PLTNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -32.71% | +0.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -11.90% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.50% | -25.48% | -0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -31.76% | -32.71% | +0.95% |
Current DrawdownCurrent decline from peak | -8.47% | -8.66% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -4.83% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.36% | -0.04% |
Volatility
PHTUX vs. PLTNX - Volatility Comparison
Principal LifeTime Hybrid 2050 Fund (PHTUX) and Principal LifeTime Hybrid 2055 Fund (PLTNX) have volatilities of 4.86% and 5.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHTUX | PLTNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 5.01% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 9.07% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.99% | 16.20% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.33% | 15.39% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.48% | 15.77% | -0.29% |