PLHHX vs. SACAX
Compare and contrast key facts about Principal LifeTime Hybrid 2065 Fund (PLHHX) and Principal SAM Strategic Growth Portfolio (SACAX).
PLHHX is managed by Principal. It was launched on Sep 5, 2017. SACAX is managed by Principal. It was launched on Jul 24, 1996.
Performance
PLHHX vs. SACAX - Performance Comparison
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PLHHX vs. SACAX - 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% |
SACAX Principal SAM Strategic Growth Portfolio | -3.93% | 16.56% | 24.20% | 21.42% | -19.06% | 19.34% | 15.11% | 26.87% | -9.13% | 7.31% |
Returns By Period
In the year-to-date period, PLHHX achieves a -4.49% return, which is significantly lower than SACAX's -3.93% return.
PLHHX
- 1D
- -0.35%
- 1M
- -8.14%
- YTD
- -4.49%
- 6M
- -1.59%
- 1Y
- 16.34%
- 3Y*
- 14.80%
- 5Y*
- 8.27%
- 10Y*
- —
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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PLHHX vs. SACAX - Expense Ratio Comparison
PLHHX has a 0.05% expense ratio, which is lower than SACAX's 0.61% expense ratio.
Return for Risk
PLHHX vs. SACAX — Risk / Return Rank
PLHHX
SACAX
PLHHX vs. SACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2065 Fund (PLHHX) 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.
| PLHHX | SACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.89 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.34 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.05 | +0.17 |
Martin ratioReturn relative to average drawdown | 6.15 | 4.99 | +1.17 |
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 | SACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.89 | +0.13 |
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 | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.45 | +0.15 |
Correlation
The correlation between PLHHX 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
PLHHX vs. SACAX - Dividend Comparison
PLHHX's dividend yield for the trailing twelve months is around 4.06%, less than SACAX's 12.48% 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% |
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
PLHHX vs. SACAX - Drawdown Comparison
The maximum PLHHX drawdown since its inception was -33.47%, smaller than the maximum SACAX drawdown of -54.31%. Use the drawdown chart below to compare losses from any high point for PLHHX and SACAX.
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Drawdown Indicators
| PLHHX | SACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.47% | -54.31% | +20.84% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -11.30% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -26.96% | +1.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.90% | — |
Current DrawdownCurrent decline from peak | -8.64% | -8.85% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -5.49% | -9.84% | +4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 2.37% | -0.01% |
Volatility
PLHHX vs. SACAX - Volatility Comparison
Principal LifeTime Hybrid 2065 Fund (PLHHX) and Principal SAM Strategic Growth Portfolio (SACAX) have volatilities of 4.98% 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
| PLHHX | SACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.89% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 8.76% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.23% | 15.59% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.42% | 15.56% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.85% | 15.98% | +0.87% |