PLTZX vs. PMDIX
Compare and contrast key facts about Principal LifeTime 2060 Fund (PLTZX) and Principal Small-MidCap Dividend Income Fund (PMDIX).
PLTZX is managed by Principal. It was launched on Feb 28, 2013. PMDIX is managed by Principal. It was launched on Jun 6, 2011.
Performance
PLTZX vs. PMDIX - Performance Comparison
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PLTZX vs. PMDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLTZX Principal LifeTime 2060 Fund | -5.21% | 17.76% | 16.89% | 20.36% | -18.81% | 18.12% | 16.60% | 27.54% | -9.24% | 22.68% |
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, PLTZX achieves a -5.21% return, which is significantly lower than PMDIX's 1.44% return. Over the past 10 years, PLTZX has outperformed PMDIX with an annualized return of 10.23%, while PMDIX has yielded a comparatively lower 9.40% annualized return.
PLTZX
- 1D
- -0.28%
- 1M
- -8.28%
- YTD
- -5.21%
- 6M
- -2.98%
- 1Y
- 12.54%
- 3Y*
- 13.98%
- 5Y*
- 7.39%
- 10Y*
- 10.23%
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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PLTZX vs. PMDIX - Expense Ratio Comparison
PLTZX has a 0.01% expense ratio, which is lower than PMDIX's 0.85% expense ratio.
Return for Risk
PLTZX vs. PMDIX — Risk / Return Rank
PLTZX
PMDIX
PLTZX vs. PMDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2060 Fund (PLTZX) 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.
| PLTZX | PMDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.73 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.15 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 0.84 | +0.10 |
Martin ratioReturn relative to average drawdown | 4.59 | 3.45 | +1.14 |
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
| PLTZX | PMDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.73 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.47 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.47 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.52 | +0.11 |
Correlation
The correlation between PLTZX 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
PLTZX vs. PMDIX - Dividend Comparison
PLTZX's dividend yield for the trailing twelve months is around 8.79%, more than PMDIX's 3.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTZX Principal LifeTime 2060 Fund | 8.79% | 8.33% | 7.85% | 4.12% | 8.44% | 5.29% | 3.60% | 5.86% | 5.75% | 2.73% | 3.48% | 3.29% |
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
PLTZX vs. PMDIX - Drawdown Comparison
The maximum PLTZX drawdown since its inception was -34.01%, smaller than the maximum PMDIX drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for PLTZX and PMDIX.
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Drawdown Indicators
| PLTZX | PMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.01% | -46.47% | +12.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.51% | -14.51% | +3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -26.79% | -21.36% | -5.43% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -46.47% | +12.46% |
Current DrawdownCurrent decline from peak | -8.70% | -10.55% | +1.85% |
Average DrawdownAverage peak-to-trough decline | -4.67% | -5.33% | +0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 3.54% | -1.19% |
Volatility
PLTZX vs. PMDIX - Volatility Comparison
Principal LifeTime 2060 Fund (PLTZX) and Principal Small-MidCap Dividend Income Fund (PMDIX) have volatilities of 4.98% and 4.92%, 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
| PLTZX | PMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.92% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 10.82% | -1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 20.60% | -4.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 18.76% | -3.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.93% | 20.22% | -4.29% |