PLWIX vs. PLGIX
Compare and contrast key facts about Principal LifeTime 2020 Fund (PLWIX) and Principal LargeCap Growth Fund I (PLGIX).
PLWIX is managed by Principal. It was launched on Feb 28, 2001. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PLWIX vs. PLGIX - Performance Comparison
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PLWIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLWIX Principal LifeTime 2020 Fund | -2.23% | 11.32% | 12.21% | 12.23% | -14.36% | 9.05% | 12.70% | 18.40% | -5.72% | 14.96% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, PLWIX achieves a -2.23% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PLWIX has underperformed PLGIX with an annualized return of 6.86%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PLWIX
- 1D
- 0.17%
- 1M
- -4.51%
- YTD
- -2.23%
- 6M
- -0.84%
- 1Y
- 7.85%
- 3Y*
- 9.55%
- 5Y*
- 4.70%
- 10Y*
- 6.86%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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PLWIX vs. PLGIX - Expense Ratio Comparison
PLWIX has a 0.01% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
PLWIX vs. PLGIX — Risk / Return Rank
PLWIX
PLGIX
PLWIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2020 Fund (PLWIX) and Principal LargeCap Growth Fund I (PLGIX). 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.
| PLWIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.16 | +0.90 |
Sortino ratioReturn per unit of downside risk | 1.53 | 0.40 | +1.14 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.05 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 0.04 | +1.25 |
Martin ratioReturn relative to average drawdown | 5.82 | 0.14 | +5.68 |
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
| PLWIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.16 | +0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.47 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.70 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.41 | +0.10 |
Correlation
The correlation between PLWIX and PLGIX is 0.89, 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
PLWIX vs. PLGIX - Dividend Comparison
PLWIX's dividend yield for the trailing twelve months is around 10.31%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLWIX Principal LifeTime 2020 Fund | 10.31% | 10.08% | 11.91% | 5.12% | 9.82% | 9.40% | 5.90% | 8.69% | 7.35% | 5.74% | 3.73% | 8.75% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PLWIX vs. PLGIX - Drawdown Comparison
The maximum PLWIX drawdown since its inception was -49.07%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PLWIX and PLGIX.
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Drawdown Indicators
| PLWIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.07% | -55.43% | +6.36% |
Max Drawdown (1Y)Largest decline over 1 year | -5.75% | -18.32% | +12.57% |
Max Drawdown (5Y)Largest decline over 5 years | -19.73% | -40.63% | +20.90% |
Max Drawdown (10Y)Largest decline over 10 years | -20.29% | -40.63% | +20.34% |
Current DrawdownCurrent decline from peak | -4.59% | -18.32% | +13.73% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -13.31% | +7.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 5.45% | -4.18% |
Volatility
PLWIX vs. PLGIX - Volatility Comparison
The current volatility for Principal LifeTime 2020 Fund (PLWIX) is 2.61%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PLWIX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLWIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.61% | 5.47% | -2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 4.35% | 11.68% | -7.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.48% | 21.30% | -13.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.22% | 30.09% | -21.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.55% | 25.38% | -16.83% |