PLTQX vs. PLGIX
Compare and contrast key facts about Principal LifeTime Hybrid 2040 Fund (PLTQX) and Principal LargeCap Growth Fund I (PLGIX).
PLTQX is managed by Principal. It was launched on Sep 29, 2014. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PLTQX vs. PLGIX - Performance Comparison
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PLTQX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLTQX Principal LifeTime Hybrid 2040 Fund | -3.64% | 17.25% | 14.58% | 18.16% | -17.90% | 17.09% | 15.41% | 23.86% | -8.61% | 19.16% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, PLTQX achieves a -3.64% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PLTQX has underperformed PLGIX with an annualized return of 9.37%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PLTQX
- 1D
- -0.19%
- 1M
- -6.97%
- YTD
- -3.64%
- 6M
- -1.14%
- 1Y
- 13.91%
- 3Y*
- 12.97%
- 5Y*
- 6.99%
- 10Y*
- 9.37%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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PLTQX vs. PLGIX - Expense Ratio Comparison
PLTQX has a 0.05% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
PLTQX vs. PLGIX — Risk / Return Rank
PLTQX
PLGIX
PLTQX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2040 Fund (PLTQX) and Principal LargeCap Growth Fund I (PLGIX). 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.
| PLTQX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.16 | +0.90 |
Sortino ratioReturn per unit of downside risk | 1.58 | 0.40 | +1.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.05 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 0.04 | +1.21 |
Martin ratioReturn relative to average drawdown | 6.25 | 0.14 | +6.11 |
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
| PLTQX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.16 | +0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.47 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.70 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.41 | +0.21 |
Correlation
The correlation between PLTQX and PLGIX is 0.88, 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
PLTQX vs. PLGIX - Dividend Comparison
PLTQX's dividend yield for the trailing twelve months is around 4.67%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTQX Principal LifeTime Hybrid 2040 Fund | 4.67% | 4.50% | 4.19% | 3.14% | 8.95% | 5.00% | 3.85% | 3.84% | 4.47% | 2.37% | 2.34% | 1.65% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PLTQX vs. PLGIX - Drawdown Comparison
The maximum PLTQX drawdown since its inception was -29.05%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PLTQX and PLGIX.
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Drawdown Indicators
| PLTQX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.05% | -55.43% | +26.38% |
Max Drawdown (1Y)Largest decline over 1 year | -10.05% | -18.32% | +8.27% |
Max Drawdown (5Y)Largest decline over 5 years | -24.18% | -40.63% | +16.45% |
Max Drawdown (10Y)Largest decline over 10 years | -29.05% | -40.63% | +11.58% |
Current DrawdownCurrent decline from peak | -7.29% | -18.32% | +11.03% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -13.31% | +8.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.02% | 5.45% | -3.43% |
Volatility
PLTQX vs. PLGIX - Volatility Comparison
The current volatility for Principal LifeTime Hybrid 2040 Fund (PLTQX) is 4.22%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PLTQX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTQX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 5.47% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 7.48% | 11.68% | -4.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.33% | 21.30% | -7.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.32% | 30.09% | -16.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.75% | 25.38% | -11.63% |