PLTNX vs. PBCKX
PLTNX (Principal LifeTime Hybrid 2055 Fund) and PBCKX (Principal Blue Chip Fund) are both mutual funds - PLTNX is a Target Retirement Date fund managed by Principal, while PBCKX is a Large Cap Growth Equities fund managed by Principal. Over the past 10 years, PLTNX returned 12.26%/yr vs 16.34%/yr for PBCKX. Their correlation of 0.88 suggests significant overlap in exposure. PLTNX charges 0.05%/yr vs 0.66%/yr for PBCKX.
Performance
PLTNX vs. PBCKX - Performance Comparison
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Returns By Period
In the year-to-date period, PLTNX achieves a 10.60% return, which is significantly higher than PBCKX's -5.15% return. Over the past 10 years, PLTNX has underperformed PBCKX with an annualized return of 12.26%, while PBCKX has yielded a comparatively higher 16.34% annualized return.
PLTNX
- 1D
- -0.29%
- 1M
- 1.52%
- YTD
- 10.60%
- 6M
- 9.93%
- 1Y
- 25.84%
- 3Y*
- 19.33%
- 5Y*
- 10.35%
- 10Y*
- 12.26%
PBCKX
- 1D
- -2.20%
- 1M
- -4.19%
- YTD
- -5.15%
- 6M
- -5.85%
- 1Y
- -1.17%
- 3Y*
- 15.79%
- 5Y*
- 6.63%
- 10Y*
- 16.34%
PLTNX vs. PBCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLTNX Principal LifeTime Hybrid 2055 Fund | 10.60% | 19.89% | 17.25% | 20.33% | -18.49% | 19.70% | 15.78% | 26.17% | -9.84% | 21.03% |
PBCKX Principal Blue Chip Fund | -5.15% | 9.20% | 26.90% | 40.58% | -30.74% | 25.05% | 34.77% | 45.22% | 2.83% | 28.85% |
Correlation
The correlation between PLTNX and PBCKX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2014 | 0.88 |
The correlation between PLTNX and PBCKX has been stable across timeframes, ranging from 0.81 to 0.88 - a consistent structural relationship.
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Return for Risk
PLTNX vs. PBCKX — Risk / Return Rank
PLTNX
PBCKX
PLTNX vs. PBCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2055 Fund (PLTNX) and Principal Blue Chip Fund (PBCKX). 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.
| PLTNX | PBCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.15 | ||
| Sortino ratioReturn per unit of downside risk | +2.84 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.01 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | -0.02 | +3.14 |
| Martin ratioReturn relative to average drawdown | 13.94 | -0.05 | +13.99 |
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Drawdowns
PLTNX vs. PBCKX - Drawdown Comparison
The maximum PLTNX drawdown since its inception was -32.71%, smaller than the maximum PBCKX drawdown of -38.00%. Use the drawdown chart below to compare losses from any high point for PLTNX and PBCKX.
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Drawdown Indicators
| PLTNX | PBCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.71% | -38.00% | +5.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.66% | -19.10% | +10.44% |
Max Drawdown (3Y)Largest decline over 3 years | -16.66% | -19.10% | +2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -25.48% | -38.00% | +12.52% |
Max Drawdown (10Y)Largest decline over 10 years | -32.71% | -38.00% | +5.29% |
Current DrawdownCurrent decline from peak | -0.95% | -8.75% | +7.80% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -5.65% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 6.45% | -4.51% |
Volatility
PLTNX vs. PBCKX - Volatility Comparison
The current volatility for Principal LifeTime Hybrid 2055 Fund (PLTNX) is 5.04%, while Principal Blue Chip Fund (PBCKX) has a volatility of 5.79%. This indicates that PLTNX experiences smaller price fluctuations and is considered to be less risky than PBCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTNX | PBCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 5.79% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 10.47% | 13.10% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 15.89% | -3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.61% | 20.45% | -4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 20.26% | -4.37% |
PLTNX vs. PBCKX - Expense Ratio Comparison
PLTNX has a 0.05% expense ratio, which is lower than PBCKX's 0.66% expense ratio.
Dividends
PLTNX vs. PBCKX - Dividend Comparison
PLTNX's dividend yield for the trailing twelve months is around 4.15%, less than PBCKX's 21.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 21.03% | 19.94% | 9.01% | 0.51% | 0.71% | 6.67% | 3.28% | 8.90% | 7.86% | 2.79% | 1.01% | 2.40% |
PLTNX Principal LifeTime Hybrid 2055 Fund | 4.15% | 4.59% | 4.40% | 2.84% | 9.11% | 4.23% | 3.11% | 3.47% | 4.68% | 2.21% | 1.99% | 1.63% |
Frequently Asked Questions
PLTNX and PBCKX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBCKX has higher volatility (5.79%) compared to PLTNX (5.04%). In terms of maximum drawdown, PLTNX dropped -32.71% vs PBCKX's -38.00%.
PLTNX currently has the higher Sharpe Ratio (2.13 vs -0.02), 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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