PHTUX vs. SACAX
Compare and contrast key facts about Principal LifeTime Hybrid 2050 Fund (PHTUX) and Principal SAM Strategic Growth Portfolio (SACAX).
PHTUX is managed by Principal. It was launched on Sep 29, 2014. SACAX is managed by Principal. It was launched on Jul 24, 1996.
Performance
PHTUX vs. SACAX - Performance Comparison
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PHTUX vs. SACAX - 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% |
SACAX Principal SAM Strategic Growth Portfolio | -3.93% | 16.56% | 24.20% | 21.42% | -19.06% | 19.34% | 15.11% | 26.87% | -9.13% | 21.68% |
Returns By Period
In the year-to-date period, PHTUX achieves a -4.42% return, which is significantly lower than SACAX's -3.93% return. Both investments have delivered pretty close results over the past 10 years, with PHTUX having a 10.36% annualized return and SACAX not far ahead at 10.78%.
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%
SACAX
- 1D
- -0.36%
- 1M
- -8.47%
- YTD
- -3.93%
- 6M
- -1.85%
- 1Y
- 13.46%
- 3Y*
- 16.91%
- 5Y*
- 9.09%
- 10Y*
- 10.78%
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PHTUX vs. SACAX - Expense Ratio Comparison
PHTUX has a 0.05% expense ratio, which is lower than SACAX's 0.61% expense ratio.
Return for Risk
PHTUX vs. SACAX — Risk / Return Rank
PHTUX
SACAX
PHTUX vs. SACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2050 Fund (PHTUX) and Principal SAM Strategic Growth Portfolio (SACAX). 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 | SACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.89 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.34 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.05 | +0.18 |
Martin ratioReturn relative to average drawdown | 6.21 | 4.99 | +1.22 |
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 | SACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.89 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.59 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.68 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.45 | +0.16 |
Correlation
The correlation between PHTUX and SACAX is 0.99, 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. SACAX - Dividend Comparison
PHTUX's dividend yield for the trailing twelve months is around 5.09%, less than SACAX's 12.48% 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% |
SACAX Principal SAM Strategic Growth Portfolio | 12.48% | 11.99% | 13.37% | 1.16% | 9.30% | 7.53% | 4.02% | 4.47% | 20.79% | 6.82% | 3.68% | 14.08% |
Drawdowns
PHTUX vs. SACAX - Drawdown Comparison
The maximum PHTUX drawdown since its inception was -31.76%, smaller than the maximum SACAX drawdown of -54.31%. Use the drawdown chart below to compare losses from any high point for PHTUX and SACAX.
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Drawdown Indicators
| PHTUX | SACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -54.31% | +22.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -11.30% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -25.50% | -26.96% | +1.46% |
Max Drawdown (10Y)Largest decline over 10 years | -31.76% | -34.90% | +3.14% |
Current DrawdownCurrent decline from peak | -8.47% | -8.85% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -9.84% | +5.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.37% | -0.05% |
Volatility
PHTUX vs. SACAX - Volatility Comparison
Principal LifeTime Hybrid 2050 Fund (PHTUX) and Principal SAM Strategic Growth Portfolio (SACAX) have volatilities of 4.86% and 4.89%, 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 | SACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 4.89% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 8.76% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.99% | 15.59% | +0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.33% | 15.56% | -0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.48% | 15.98% | -0.50% |