PLFIX vs. PLTNX
Compare and contrast key facts about Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) and Principal LifeTime Hybrid 2055 Fund (PLTNX).
PLFIX is a passively managed fund by Principal that tracks the performance of the S&P 500 Index. It was launched on Mar 1, 2001. PLTNX is managed by Principal. It was launched on Sep 29, 2014.
Performance
PLFIX vs. PLTNX - Performance Comparison
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PLFIX vs. PLTNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | -7.07% | 17.77% | 26.77% | 26.00% | -18.21% | 28.25% | 18.11% | 31.35% | -4.66% | 21.65% |
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
In the year-to-date period, PLFIX achieves a -7.07% return, which is significantly lower than PLTNX's -4.53% return. Over the past 10 years, PLFIX has outperformed PLTNX with an annualized return of 13.72%, while PLTNX has yielded a comparatively lower 10.48% annualized return.
PLFIX
- 1D
- -0.40%
- 1M
- -7.67%
- YTD
- -7.07%
- 6M
- -4.61%
- 1Y
- 14.37%
- 3Y*
- 17.60%
- 5Y*
- 11.56%
- 10Y*
- 13.72%
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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PLFIX vs. PLTNX - Expense Ratio Comparison
PLFIX has a 0.11% expense ratio, which is higher than PLTNX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
PLFIX vs. PLTNX — Risk / Return Rank
PLFIX
PLTNX
PLFIX vs. PLTNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) 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.
| PLFIX | PLTNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.02 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.54 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.22 | -0.17 |
Martin ratioReturn relative to average drawdown | 5.14 | 6.15 | -1.01 |
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
| PLFIX | PLTNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.02 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.54 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.67 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.61 | -0.16 |
Correlation
The correlation between PLFIX and PLTNX is 0.96, 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
PLFIX vs. PLTNX - Dividend Comparison
PLFIX's dividend yield for the trailing twelve months is around 3.17%, less than PLTNX's 4.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | 3.17% | 2.95% | 4.28% | 4.13% | 2.96% | 13.60% | 7.57% | 3.83% | 7.52% | 7.01% | 3.23% | 2.69% |
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
PLFIX vs. PLTNX - Drawdown Comparison
The maximum PLFIX drawdown since its inception was -55.28%, which is greater than PLTNX's maximum drawdown of -32.71%. Use the drawdown chart below to compare losses from any high point for PLFIX and PLTNX.
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Drawdown Indicators
| PLFIX | PLTNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -32.71% | -22.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.90% | -0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -25.48% | +0.90% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -32.71% | -1.06% |
Current DrawdownCurrent decline from peak | -8.90% | -8.66% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -4.83% | -4.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.36% | +0.12% |
Volatility
PLFIX vs. PLTNX - Volatility Comparison
The current volatility for Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) is 4.24%, while Principal LifeTime Hybrid 2055 Fund (PLTNX) has a volatility of 5.01%. This indicates that PLFIX experiences smaller price fluctuations and is considered to be less risky than PLTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLFIX | PLTNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.01% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.06% | 9.07% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 16.20% | +1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 15.39% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 15.77% | +1.71% |