PLHHX vs. PCBIX
Compare and contrast key facts about Principal LifeTime Hybrid 2065 Fund (PLHHX) and Principal MidCap Fund Institutional Class (PCBIX).
PLHHX is managed by Principal. It was launched on Sep 5, 2017. PCBIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PLHHX vs. PCBIX - Performance Comparison
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PLHHX vs. PCBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLHHX Principal LifeTime Hybrid 2065 Fund | -4.49% | 19.91% | 17.00% | 20.33% | -18.53% | 20.30% | 16.50% | 27.02% | -10.19% | 7.77% |
PCBIX Principal MidCap Fund Institutional Class | -12.96% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 7.65% |
Returns By Period
In the year-to-date period, PLHHX achieves a -4.49% return, which is significantly higher than PCBIX's -12.96% return.
PLHHX
- 1D
- -0.35%
- 1M
- -8.14%
- YTD
- -4.49%
- 6M
- -1.59%
- 1Y
- 16.34%
- 3Y*
- 14.80%
- 5Y*
- 8.27%
- 10Y*
- —
PCBIX
- 1D
- 0.78%
- 1M
- -9.56%
- YTD
- -12.96%
- 6M
- -16.52%
- 1Y
- -11.19%
- 3Y*
- 9.26%
- 5Y*
- 5.06%
- 10Y*
- 11.48%
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PLHHX vs. PCBIX - Expense Ratio Comparison
PLHHX has a 0.05% expense ratio, which is lower than PCBIX's 0.67% expense ratio.
Return for Risk
PLHHX vs. PCBIX — Risk / Return Rank
PLHHX
PCBIX
PLHHX vs. PCBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2065 Fund (PLHHX) and Principal MidCap Fund Institutional Class (PCBIX). 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.
| PLHHX | PCBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | -0.58 | +1.59 |
Sortino ratioReturn per unit of downside risk | 1.54 | -0.71 | +2.25 |
Omega ratioGain probability vs. loss probability | 1.22 | 0.91 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | -0.60 | +1.82 |
Martin ratioReturn relative to average drawdown | 6.15 | -1.81 | +7.96 |
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
| PLHHX | PCBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | -0.58 | +1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.27 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.58 | +0.01 |
Correlation
The correlation between PLHHX and PCBIX is 0.89, 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
PLHHX vs. PCBIX - Dividend Comparison
PLHHX's dividend yield for the trailing twelve months is around 4.06%, less than PCBIX's 6.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLHHX Principal LifeTime Hybrid 2065 Fund | 4.06% | 3.88% | 4.03% | 2.64% | 7.08% | 2.27% | 2.00% | 1.65% | 3.49% | 1.87% | 0.00% | 0.00% |
PCBIX Principal MidCap Fund Institutional Class | 6.68% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
Drawdowns
PLHHX vs. PCBIX - Drawdown Comparison
The maximum PLHHX drawdown since its inception was -33.47%, smaller than the maximum PCBIX drawdown of -50.25%. Use the drawdown chart below to compare losses from any high point for PLHHX and PCBIX.
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Drawdown Indicators
| PLHHX | PCBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.47% | -50.25% | +16.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -19.29% | +7.39% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -31.17% | +5.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.56% | — |
Current DrawdownCurrent decline from peak | -8.64% | -18.65% | +10.01% |
Average DrawdownAverage peak-to-trough decline | -5.49% | -6.50% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 6.44% | -4.08% |
Volatility
PLHHX vs. PCBIX - Volatility Comparison
Principal LifeTime Hybrid 2065 Fund (PLHHX) has a higher volatility of 4.98% compared to Principal MidCap Fund Institutional Class (PCBIX) at 4.56%. This indicates that PLHHX's price experiences larger fluctuations and is considered to be riskier than PCBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLHHX | PCBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.56% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 10.34% | -1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.23% | 18.28% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.42% | 18.53% | -3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.85% | 19.09% | -2.24% |