PHTYX vs. PHTUX

In the year-to-date period, PHTYX achieves a -1.49% return, which is significantly higher than PHTUX's -1.89% return. Both investments have delivered pretty close results over the past 10 years, with PHTYX having a 5.98% annualized return and PHTUX not far ahead at 6.18%.

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Both PHTYX and PHTUX 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 2045 Fund (PHTYX) and Principal LifeTime Hybrid 2050 Fund (PHTUX). 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 PHTYX Sharpe Ratio is 0.47, which is comparable to the PHTUX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of PHTYX and PHTUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHTYX's dividend yield for the trailing twelve months is around 2.11%, more than PHTUX's 1.97% yield.

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

The current volatility for Principal LifeTime Hybrid 2045 Fund (PHTYX) is 11.25%, while Principal LifeTime Hybrid 2050 Fund (PHTUX) has a volatility of 12.22%. This indicates that PHTYX experiences smaller price fluctuations and is considered to be less risky than PHTUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.