PLTZX vs. PLTHX

In the year-to-date period, PLTZX achieves a 4.39% return, which is significantly higher than PLTHX's 3.83% return. Over the past 10 years, PLTZX has underperformed PLTHX with an annualized return of 8.48%, while PLTHX has yielded a comparatively higher 8.97% annualized return.

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PLTZX has a 0.01% expense ratio, which is lower than PLTHX's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2060 Fund (PLTZX) and Principal LifeTime Hybrid 2060 Fund (PLTHX). 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.

The current PLTZX Sharpe Ratio is 0.66, which is comparable to the PLTHX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of PLTZX and PLTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PLTZX's dividend yield for the trailing twelve months is around 4.52%, more than PLTHX's 2.98% yield.

The maximum PLTZX drawdown since its inception was -34.02%, roughly equal to the maximum PLTHX drawdown of -33.26%. Use the drawdown chart below to compare losses from any high point for PLTZX and PLTHX.

Principal LifeTime 2060 Fund (PLTZX) and Principal LifeTime Hybrid 2060 Fund (PLTHX) have volatilities of 3.88% and 4.06%, 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.