PLTHX vs. PMAQX
PLTHX (Principal LifeTime Hybrid 2060 Fund) and PMAQX (Principal MidCap R6) are both mutual funds - PLTHX is a Target Retirement Date fund managed by Principal, while PMAQX is a Mid Cap Growth Equities fund managed by Principal. Over the past 5 years, PLTHX returned 9.86%/yr vs 4.56%/yr for PMAQX. Their correlation of 0.87 means they have usually moved in the same direction. PLTHX charges 0.05%/yr vs 0.60%/yr for PMAQX.
Performance
PLTHX vs. PMAQX - Performance Comparison
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Returns By Period
In the year-to-date period, PLTHX achieves a 10.16% return, which is significantly higher than PMAQX's -3.68% return.
PLTHX
- 1D
- 1.80%
- 1M
- 0.19%
- 6M
- 6.98%
- YTD
- 10.16%
- 1Y
- 22.16%
- 3Y*
- 17.01%
- 5Y*
- 9.86%
- 10Y*
- 11.60%
- ALL TIME*
- 10.75%
PMAQX
- 1D
- -1.38%
- 1M
- -0.58%
- 6M
- -3.05%
- YTD
- -3.68%
- 1Y
- -7.25%
- 3Y*
- 9.39%
- 5Y*
- 4.56%
- 10Y*
- —
- ALL TIME*
- 12.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
PMAQX Principal MidCap R6 | $0.00 | $0.00 | $0.00 |
PLTHX vs. PMAQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLTHX Principal LifeTime Hybrid 2060 Fund | 10.16% | 19.91% | 17.18% | 20.28% | -18.52% | 20.05% | 16.11% | 26.46% | -9.93% | 21.32% |
PMAQX Principal MidCap R6 | -3.68% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 49.59% | -6.79% | 24.68% |
Correlation
The correlation between PLTHX and PMAQX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.87 |
Over the past year, the correlation between PLTHX and PMAQX has dropped to 0.60 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
PLTHX vs. PMAQX — Risk / Return Rank
PLTHX
PMAQX
PLTHX vs. PMAQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2060 Fund (PLTHX) and Principal MidCap R6 (PMAQX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PLTHX | PMAQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.14 | ||
| Sortino ratioReturn per unit of downside risk | +2.94 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.91 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | -0.48 | +2.81 |
| Martin ratioReturn relative to average drawdown | 9.99 | -0.94 | +10.93 |
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Drawdowns
PLTHX vs. PMAQX - Drawdown Comparison
The maximum PLTHX drawdown since its inception was -33.26%, smaller than the maximum PMAQX drawdown of -40.56%. Use the drawdown chart below to compare losses from any high point for PLTHX and PMAQX.
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Drawdown Indicators
| PLTHX | PMAQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.26% | -40.56% | +7.30% |
Max Drawdown (1Y)Largest decline over 1 year | -8.60% | -19.25% | +10.65% |
Max Drawdown (3Y)Largest decline over 3 years | -16.64% | -19.25% | +2.61% |
Max Drawdown (5Y)Largest decline over 5 years | -25.49% | -31.10% | +5.61% |
Max Drawdown (10Y)Largest decline over 10 years | -33.26% | — | — |
Current DrawdownCurrent decline from peak | -1.38% | -9.95% | +8.57% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -6.89% | +2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 9.79% | -7.78% |
Volatility
PLTHX vs. PMAQX - Volatility Comparison
The current volatility for Principal LifeTime Hybrid 2060 Fund (PLTHX) is 3.69%, while Principal MidCap R6 (PMAQX) has a volatility of 5.19%. This indicates that PLTHX experiences smaller price fluctuations and is considered to be less risky than PMAQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTHX | PMAQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 5.19% | -1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.84% | 12.03% | -1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.13% | 15.17% | -2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.65% | 18.75% | -3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 19.43% | -3.47% |
PLTHX vs. PMAQX - Expense Ratio Comparison
PLTHX has a 0.05% expense ratio, which is lower than PMAQX's 0.60% expense ratio.
Dividends
PLTHX vs. PMAQX - Dividend Comparison
PLTHX's dividend yield for the trailing twelve months is around 3.96%, less than PMAQX's 6.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTHX Principal LifeTime Hybrid 2060 Fund | 3.96% | 4.37% | 4.30% | 2.76% | 7.91% | 3.84% | 2.91% | 3.67% | 3.47% | 2.37% | 2.20% | 1.65% |
PMAQX Principal MidCap R6 | 6.02% | 5.80% | 6.46% | 2.58% | 3.18% | 7.96% | 1.08% | 9.14% | 12.39% | 3.39% | 0.00% | 0.00% |
Frequently Asked Questions
PLTHX and PMAQX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PMAQX has higher volatility (5.19%) compared to PLTHX (3.69%). In terms of maximum drawdown, PLTHX dropped -33.26% vs PMAQX's -40.56%.
PLTHX currently has the higher Sharpe Ratio (1.53 vs -0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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