PLTNX vs. PCBIX
Compare and contrast key facts about Principal LifeTime Hybrid 2055 Fund (PLTNX) and Principal MidCap Fund Institutional Class (PCBIX).
PLTNX is managed by Principal. It was launched on Sep 29, 2014. PCBIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PLTNX vs. PCBIX - Performance Comparison
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PLTNX vs. PCBIX - 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% |
PCBIX Principal MidCap Fund Institutional Class | -11.07% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 25.32% |
Returns By Period
In the year-to-date period, PLTNX achieves a -4.53% return, which is significantly higher than PCBIX's -11.07% return. Over the past 10 years, PLTNX has underperformed PCBIX with an annualized return of 10.48%, while PCBIX has yielded a comparatively higher 11.72% 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%
PCBIX
- 1D
- 2.17%
- 1M
- -7.73%
- YTD
- -11.07%
- 6M
- -13.70%
- 1Y
- -9.77%
- 3Y*
- 10.04%
- 5Y*
- 5.23%
- 10Y*
- 11.72%
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PLTNX vs. PCBIX - Expense Ratio Comparison
PLTNX has a 0.05% expense ratio, which is lower than PCBIX's 0.67% expense ratio.
Return for Risk
PLTNX vs. PCBIX — Risk / Return Rank
PLTNX
PCBIX
PLTNX vs. PCBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2055 Fund (PLTNX) and Principal MidCap Fund Institutional Class (PCBIX). 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 | PCBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | -0.51 | +1.53 |
Sortino ratioReturn per unit of downside risk | 1.54 | -0.61 | +2.15 |
Omega ratioGain probability vs. loss probability | 1.22 | 0.92 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | -0.51 | +1.73 |
Martin ratioReturn relative to average drawdown | 6.15 | -1.52 | +7.66 |
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 | PCBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | -0.51 | +1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.28 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.62 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.59 | +0.02 |
Correlation
The correlation between PLTNX and PCBIX is 0.89, 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. PCBIX - Dividend Comparison
PLTNX's dividend yield for the trailing twelve months is around 4.81%, less than PCBIX's 6.54% 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% |
PCBIX Principal MidCap Fund Institutional Class | 6.54% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
Drawdowns
PLTNX vs. PCBIX - Drawdown Comparison
The maximum PLTNX drawdown since its inception was -32.71%, smaller than the maximum PCBIX drawdown of -50.25%. Use the drawdown chart below to compare losses from any high point for PLTNX and PCBIX.
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Drawdown Indicators
| PLTNX | PCBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.71% | -50.25% | +17.54% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -19.29% | +7.39% |
Max Drawdown (5Y)Largest decline over 5 years | -25.48% | -31.17% | +5.69% |
Max Drawdown (10Y)Largest decline over 10 years | -32.71% | -40.56% | +7.85% |
Current DrawdownCurrent decline from peak | -8.66% | -16.88% | +8.22% |
Average DrawdownAverage peak-to-trough decline | -4.83% | -6.50% | +1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 6.53% | -4.17% |
Volatility
PLTNX vs. PCBIX - Volatility Comparison
Principal LifeTime Hybrid 2055 Fund (PLTNX) and Principal MidCap Fund Institutional Class (PCBIX) have volatilities of 5.01% and 5.24%, 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
| PLTNX | PCBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 5.24% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 10.58% | -1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 18.38% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 18.56% | -3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 19.10% | -3.33% |