PLTNX vs. FRIMX
Compare and contrast key facts about Principal LifeTime Hybrid 2055 Fund (PLTNX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
PLTNX is managed by Principal. It was launched on Sep 29, 2014. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
PLTNX vs. FRIMX - Performance Comparison
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PLTNX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | -0.51% | 9.94% | 4.30% | 8.06% | -11.66% | 2.78% | 8.57% | 10.57% | -1.82% | 7.08% |
Returns By Period
In the year-to-date period, PLTNX achieves a -4.53% return, which is significantly lower than FRIMX's -0.51% return. Over the past 10 years, PLTNX has outperformed FRIMX with an annualized return of 10.48%, while FRIMX has yielded a comparatively lower 3.92% annualized return.
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%
FRIMX
- 1D
- 0.26%
- 1M
- -3.19%
- YTD
- -0.51%
- 6M
- 0.75%
- 1Y
- 7.05%
- 3Y*
- 5.96%
- 5Y*
- 2.40%
- 10Y*
- 3.92%
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PLTNX vs. FRIMX - Expense Ratio Comparison
PLTNX has a 0.05% expense ratio, which is lower than FRIMX's 0.45% expense ratio.
Return for Risk
PLTNX vs. FRIMX — Risk / Return Rank
PLTNX
FRIMX
PLTNX vs. FRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2055 Fund (PLTNX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX). 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.
| PLTNX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.56 | -0.54 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.17 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.31 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 2.08 | -0.86 |
Martin ratioReturn relative to average drawdown | 6.15 | 8.41 | -2.26 |
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
| PLTNX | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.56 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.46 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.88 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.53 | +0.08 |
Correlation
The correlation between PLTNX and FRIMX 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
PLTNX vs. FRIMX - Dividend Comparison
PLTNX's dividend yield for the trailing twelve months is around 4.81%, more than FRIMX's 3.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 3.15% | 3.11% | 3.01% | 2.82% | 4.52% | 3.54% | 2.41% | 2.56% | 4.67% | 8.56% | 1.67% | 1.68% |
Drawdowns
PLTNX vs. FRIMX - Drawdown Comparison
The maximum PLTNX drawdown since its inception was -32.71%, roughly equal to the maximum FRIMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for PLTNX and FRIMX.
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Drawdown Indicators
| PLTNX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.71% | -33.73% | +1.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -3.44% | -8.46% |
Max Drawdown (5Y)Largest decline over 5 years | -25.48% | -16.12% | -9.36% |
Max Drawdown (10Y)Largest decline over 10 years | -32.71% | -16.12% | -16.59% |
Current DrawdownCurrent decline from peak | -8.66% | -3.19% | -5.47% |
Average DrawdownAverage peak-to-trough decline | -4.83% | -3.74% | -1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 0.85% | +1.51% |
Volatility
PLTNX vs. FRIMX - Volatility Comparison
Principal LifeTime Hybrid 2055 Fund (PLTNX) has a higher volatility of 5.01% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 1.95%. This indicates that PLTNX's price experiences larger fluctuations and is considered to be riskier than FRIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTNX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 1.95% | +3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 2.86% | +6.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 4.59% | +11.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 5.21% | +10.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 4.47% | +11.30% |