PLTNX vs. VIGIX
Compare and contrast key facts about Principal LifeTime Hybrid 2055 Fund (PLTNX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
PLTNX is managed by Principal. It was launched on Sep 29, 2014. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLTNX or VIGIX.
Key characteristics
| PLTNX | VIGIX | |
|---|---|---|
| YTD Return | 13.36% | 22.88% |
| 1Y Return | 27.63% | 40.20% |
| 3Y Return (Ann) | 6.43% | 9.23% |
| 5Y Return (Ann) | 11.08% | 18.62% |
| Sharpe Ratio | 2.01 | 2.15 |
| Daily Std Dev | 12.74% | 17.39% |
| Max Drawdown | -32.71% | -56.81% |
| Current Drawdown | -0.41% | -2.81% |
Correlation
The correlation between PLTNX and VIGIX 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.
Performance
PLTNX vs. VIGIX - Performance Comparison
In the year-to-date period, PLTNX achieves a 13.36% return, which is significantly lower than VIGIX's 22.88% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PLTNX vs. VIGIX - Expense Ratio Comparison
PLTNX has a 0.05% expense ratio, which is higher than VIGIX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PLTNX vs. VIGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2055 Fund (PLTNX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.
Dividends
PLTNX vs. VIGIX - Dividend Comparison
PLTNX's dividend yield for the trailing twelve months is around 2.46%, more than VIGIX's 0.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTNX Principal LifeTime Hybrid 2055 Fund | 2.46% | 2.79% | 9.11% | 4.23% | 3.11% | 3.47% | 4.68% | 2.21% | 1.99% | 1.63% | 4.72% | 0.00% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.40% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
Drawdowns
PLTNX vs. VIGIX - Drawdown Comparison
The maximum PLTNX drawdown since its inception was -32.71%, smaller than the maximum VIGIX drawdown of -56.81%. Use the drawdown chart below to compare losses from any high point for PLTNX and VIGIX. For additional features, visit the drawdowns tool.
Volatility
PLTNX vs. VIGIX - Volatility Comparison
The current volatility for Principal LifeTime Hybrid 2055 Fund (PLTNX) is 4.18%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.91%. This indicates that PLTNX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.