PLTQX vs. POSIX
Compare and contrast key facts about Principal LifeTime Hybrid 2040 Fund (PLTQX) and Principal Global Real Estate Securities Fund (POSIX).
PLTQX is managed by Principal. It was launched on Sep 29, 2014. POSIX is managed by Principal. It was launched on Sep 30, 2007.
Performance
PLTQX vs. POSIX - Performance Comparison
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PLTQX vs. POSIX - 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% |
POSIX Principal Global Real Estate Securities Fund | -0.73% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
Returns By Period
In the year-to-date period, PLTQX achieves a -3.64% return, which is significantly lower than POSIX's -0.73% return. Over the past 10 years, PLTQX has outperformed POSIX with an annualized return of 9.37%, while POSIX has yielded a comparatively lower 3.43% 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%
POSIX
- 1D
- 0.11%
- 1M
- -9.88%
- YTD
- -0.73%
- 6M
- -2.12%
- 1Y
- 4.72%
- 3Y*
- 5.38%
- 5Y*
- 0.63%
- 10Y*
- 3.43%
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PLTQX vs. POSIX - Expense Ratio Comparison
PLTQX has a 0.05% expense ratio, which is lower than POSIX's 0.94% expense ratio.
Return for Risk
PLTQX vs. POSIX — Risk / Return Rank
PLTQX
POSIX
PLTQX vs. POSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2040 Fund (PLTQX) and Principal Global Real Estate Securities Fund (POSIX). 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 | POSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.36 | +0.70 |
Sortino ratioReturn per unit of downside risk | 1.58 | 0.58 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.08 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 0.46 | +0.79 |
Martin ratioReturn relative to average drawdown | 6.25 | 1.81 | +4.44 |
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 | POSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.36 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.04 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.20 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.15 | +0.47 |
Correlation
The correlation between PLTQX and POSIX is 0.72, 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. POSIX - Dividend Comparison
PLTQX's dividend yield for the trailing twelve months is around 4.67%, more than POSIX's 2.66% 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% |
POSIX Principal Global Real Estate Securities Fund | 2.66% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
Drawdowns
PLTQX vs. POSIX - Drawdown Comparison
The maximum PLTQX drawdown since its inception was -29.05%, smaller than the maximum POSIX drawdown of -68.45%. Use the drawdown chart below to compare losses from any high point for PLTQX and POSIX.
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Drawdown Indicators
| PLTQX | POSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.05% | -68.45% | +39.40% |
Max Drawdown (1Y)Largest decline over 1 year | -10.05% | -10.67% | +0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -24.18% | -34.15% | +9.97% |
Max Drawdown (10Y)Largest decline over 10 years | -29.05% | -41.70% | +12.65% |
Current DrawdownCurrent decline from peak | -7.29% | -12.67% | +5.38% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -14.02% | +9.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.02% | 2.72% | -0.70% |
Volatility
PLTQX vs. POSIX - Volatility Comparison
Principal LifeTime Hybrid 2040 Fund (PLTQX) and Principal Global Real Estate Securities Fund (POSIX) have volatilities of 4.22% and 4.19%, 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
| PLTQX | POSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 4.19% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 7.48% | 8.13% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.33% | 14.17% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.32% | 16.22% | -2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.75% | 16.95% | -3.20% |