PLTHX vs. FRAMX
Compare and contrast key facts about Principal LifeTime Hybrid 2060 Fund (PLTHX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
PLTHX is managed by Principal. It was launched on Sep 29, 2014. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
PLTHX vs. FRAMX - Performance Comparison
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PLTHX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLTHX Principal LifeTime Hybrid 2060 Fund | -4.47% | 19.91% | 17.18% | 20.28% | -18.52% | 20.05% | 16.11% | 26.46% | -9.93% | 21.32% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | -0.57% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, PLTHX achieves a -4.47% return, which is significantly lower than FRAMX's -0.57% return. Over the past 10 years, PLTHX has outperformed FRAMX with an annualized return of 10.60%, while FRAMX has yielded a comparatively lower 3.65% annualized return.
PLTHX
- 1D
- -0.32%
- 1M
- -8.10%
- YTD
- -4.47%
- 6M
- -1.58%
- 1Y
- 16.34%
- 3Y*
- 14.84%
- 5Y*
- 8.28%
- 10Y*
- 10.60%
FRAMX
- 1D
- 0.26%
- 1M
- -3.20%
- YTD
- -0.57%
- 6M
- 0.62%
- 1Y
- 6.78%
- 3Y*
- 5.66%
- 5Y*
- 2.13%
- 10Y*
- 3.65%
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PLTHX vs. FRAMX - Expense Ratio Comparison
PLTHX has a 0.05% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
PLTHX vs. FRAMX — Risk / Return Rank
PLTHX
FRAMX
PLTHX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2060 Fund (PLTHX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| PLTHX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.50 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.09 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 2.00 | -0.77 |
Martin ratioReturn relative to average drawdown | 6.18 | 8.06 | -1.87 |
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
| PLTHX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.50 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.41 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.82 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.49 | +0.12 |
Correlation
The correlation between PLTHX and FRAMX is 0.75, 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
PLTHX vs. FRAMX - Dividend Comparison
PLTHX's dividend yield for the trailing twelve months is around 4.57%, more than FRAMX's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTHX Principal LifeTime Hybrid 2060 Fund | 4.57% | 4.37% | 4.30% | 2.76% | 7.91% | 3.84% | 2.91% | 3.67% | 3.47% | 2.37% | 2.20% | 1.65% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.91% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
PLTHX vs. FRAMX - Drawdown Comparison
The maximum PLTHX drawdown since its inception was -33.26%, roughly equal to the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for PLTHX and FRAMX.
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Drawdown Indicators
| PLTHX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.26% | -33.94% | +0.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.85% | -3.45% | -8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -25.49% | -16.31% | -9.18% |
Max Drawdown (10Y)Largest decline over 10 years | -33.26% | -16.31% | -16.95% |
Current DrawdownCurrent decline from peak | -8.60% | -3.20% | -5.40% |
Average DrawdownAverage peak-to-trough decline | -4.86% | -3.87% | -0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 0.86% | +1.49% |
Volatility
PLTHX vs. FRAMX - Volatility Comparison
Principal LifeTime Hybrid 2060 Fund (PLTHX) has a higher volatility of 4.95% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 1.96%. This indicates that PLTHX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTHX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 1.96% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 2.86% | +6.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.18% | 4.59% | +11.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.41% | 5.21% | +10.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.91% | 4.47% | +11.44% |