PLVIX vs. PLTNX
PLVIX (Principal LargeCap Value Fund III) and PLTNX (Principal LifeTime Hybrid 2055 Fund) are both mutual funds - PLVIX is a Large Cap Value Equities fund managed by Principal, while PLTNX is a Target Retirement Date fund managed by Principal. Over the past 10 years, PLVIX returned 12.14%/yr vs 12.26%/yr for PLTNX. Their correlation of 0.90 suggests significant overlap in exposure. PLVIX charges 0.70%/yr vs 0.05%/yr for PLTNX.
Performance
PLVIX vs. PLTNX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with PLVIX having a 10.27% return and PLTNX slightly higher at 10.60%. Both investments have delivered pretty close results over the past 10 years, with PLVIX having a 12.14% annualized return and PLTNX not far ahead at 12.26%.
PLVIX
- 1D
- 0.16%
- 1M
- 2.19%
- YTD
- 10.27%
- 6M
- 9.51%
- 1Y
- 20.31%
- 3Y*
- 18.11%
- 5Y*
- 11.17%
- 10Y*
- 12.14%
PLTNX
- 1D
- -0.29%
- 1M
- 1.52%
- YTD
- 10.60%
- 6M
- 9.93%
- 1Y
- 25.84%
- 3Y*
- 19.33%
- 5Y*
- 10.35%
- 10Y*
- 12.26%
PLVIX vs. PLTNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLVIX Principal LargeCap Value Fund III | 10.27% | 10.94% | 23.06% | 9.96% | -4.98% | 24.24% | 3.19% | 26.49% | -6.01% | 16.87% |
PLTNX Principal LifeTime Hybrid 2055 Fund | 10.60% | 19.89% | 17.25% | 20.33% | -18.49% | 19.70% | 15.78% | 26.17% | -9.84% | 21.03% |
Correlation
The correlation between PLVIX and PLTNX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2014 | 0.90 |
The correlation between PLVIX and PLTNX shifts across timeframes, from 0.79 (1 year) to 0.90 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
PLVIX vs. PLTNX — Risk / Return Rank
PLVIX
PLTNX
PLVIX vs. PLTNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Value Fund III (PLVIX) and Principal LifeTime Hybrid 2055 Fund (PLTNX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PLVIX | PLTNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.39 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 3.12 | -0.47 |
| Martin ratioReturn relative to average drawdown | 9.55 | 13.94 | -4.39 |
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Drawdowns
PLVIX vs. PLTNX - Drawdown Comparison
The maximum PLVIX drawdown since its inception was -62.55%, which is greater than PLTNX's maximum drawdown of -32.71%. Use the drawdown chart below to compare losses from any high point for PLVIX and PLTNX.
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Drawdown Indicators
| PLVIX | PLTNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.55% | -32.71% | -29.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.94% | -8.66% | +0.72% |
Max Drawdown (3Y)Largest decline over 3 years | -15.03% | -16.66% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -17.32% | -25.48% | +8.16% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | -32.71% | -5.80% |
Current DrawdownCurrent decline from peak | -0.83% | -0.95% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -10.08% | -4.76% | -5.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.94% | +0.26% |
Volatility
PLVIX vs. PLTNX - Volatility Comparison
The current volatility for Principal LargeCap Value Fund III (PLVIX) is 3.64%, while Principal LifeTime Hybrid 2055 Fund (PLTNX) has a volatility of 5.04%. This indicates that PLVIX experiences smaller price fluctuations and is considered to be less risky than PLTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLVIX | PLTNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 5.04% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 10.47% | -1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.55% | 12.75% | -1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.23% | 15.61% | -0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 15.89% | +1.05% |
PLVIX vs. PLTNX - Expense Ratio Comparison
PLVIX has a 0.70% expense ratio, which is higher than PLTNX's 0.05% expense ratio.
Dividends
PLVIX vs. PLTNX - Dividend Comparison
PLVIX's dividend yield for the trailing twelve months is around 19.39%, more than PLTNX's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTNX Principal LifeTime Hybrid 2055 Fund | 4.15% | 4.59% | 4.40% | 2.84% | 9.11% | 4.23% | 3.11% | 3.47% | 4.68% | 2.21% | 1.99% | 1.63% |
PLVIX Principal LargeCap Value Fund III | 19.39% | 21.38% | 15.41% | 3.27% | 10.14% | 9.13% | 1.56% | 6.52% | 11.10% | 6.84% | 4.52% | 8.19% |
Frequently Asked Questions
PLVIX and PLTNX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTNX has higher volatility (5.04%) compared to PLVIX (3.64%). In terms of maximum drawdown, PLVIX dropped -62.55% vs PLTNX's -32.71%.
PLTNX currently has the higher Sharpe Ratio (2.13 vs 1.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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