PLTQX vs. PMDIX
Compare and contrast key facts about Principal LifeTime Hybrid 2040 Fund (PLTQX) and Principal Small-MidCap Dividend Income Fund (PMDIX).
PLTQX is managed by Principal. It was launched on Sep 29, 2014. PMDIX is managed by Principal. It was launched on Jun 6, 2011.
Performance
PLTQX vs. PMDIX - Performance Comparison
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PLTQX vs. PMDIX - 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% |
PMDIX Principal Small-MidCap Dividend Income Fund | 1.44% | 8.63% | 14.56% | 18.81% | -11.66% | 30.41% | -6.40% | 25.38% | -13.80% | 13.30% |
Returns By Period
In the year-to-date period, PLTQX achieves a -3.64% return, which is significantly lower than PMDIX's 1.44% return. Both investments have delivered pretty close results over the past 10 years, with PLTQX having a 9.37% annualized return and PMDIX not far ahead at 9.40%.
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%
PMDIX
- 1D
- -0.85%
- 1M
- -8.86%
- YTD
- 1.44%
- 6M
- 2.85%
- 1Y
- 14.22%
- 3Y*
- 13.66%
- 5Y*
- 8.72%
- 10Y*
- 9.40%
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PLTQX vs. PMDIX - Expense Ratio Comparison
PLTQX has a 0.05% expense ratio, which is lower than PMDIX's 0.85% expense ratio.
Return for Risk
PLTQX vs. PMDIX — Risk / Return Rank
PLTQX
PMDIX
PLTQX vs. PMDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2040 Fund (PLTQX) and Principal Small-MidCap Dividend Income Fund (PMDIX). 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 | PMDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.73 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.15 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 0.84 | +0.41 |
Martin ratioReturn relative to average drawdown | 6.25 | 3.45 | +2.81 |
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 | PMDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.73 | +0.33 |
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 | 0.47 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.52 | +0.10 |
Correlation
The correlation between PLTQX and PMDIX is 0.86, 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. PMDIX - Dividend Comparison
PLTQX's dividend yield for the trailing twelve months is around 4.67%, more than PMDIX's 3.15% 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% |
PMDIX Principal Small-MidCap Dividend Income Fund | 3.15% | 3.14% | 7.99% | 2.37% | 6.95% | 0.98% | 1.37% | 2.82% | 17.83% | 5.77% | 2.84% | 4.78% |
Drawdowns
PLTQX vs. PMDIX - Drawdown Comparison
The maximum PLTQX drawdown since its inception was -29.05%, smaller than the maximum PMDIX drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for PLTQX and PMDIX.
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Drawdown Indicators
| PLTQX | PMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.05% | -46.47% | +17.42% |
Max Drawdown (1Y)Largest decline over 1 year | -10.05% | -14.51% | +4.46% |
Max Drawdown (5Y)Largest decline over 5 years | -24.18% | -21.36% | -2.82% |
Max Drawdown (10Y)Largest decline over 10 years | -29.05% | -46.47% | +17.42% |
Current DrawdownCurrent decline from peak | -7.29% | -10.55% | +3.26% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -5.33% | +0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.02% | 3.54% | -1.52% |
Volatility
PLTQX vs. PMDIX - Volatility Comparison
The current volatility for Principal LifeTime Hybrid 2040 Fund (PLTQX) is 4.22%, while Principal Small-MidCap Dividend Income Fund (PMDIX) has a volatility of 4.92%. This indicates that PLTQX experiences smaller price fluctuations and is considered to be less risky than PMDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTQX | PMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 4.92% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 7.48% | 10.82% | -3.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.33% | 20.60% | -7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.32% | 18.76% | -5.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.75% | 20.22% | -6.47% |