PLZTX vs. FRKMX
Compare and contrast key facts about Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) and Fidelity Managed Retirement Income Fund Class K (FRKMX).
PLZTX is managed by Principal Funds. It was launched on Sep 30, 2014. FRKMX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
PLZTX vs. FRKMX - Performance Comparison
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PLZTX vs. FRKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PLZTX Principal LifeTime Hybrid 2030 Fund R-6 | -0.90% | 14.46% | 11.11% | 14.97% | -16.74% | 13.93% | 14.79% | 6.75% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 0.27% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
Returns By Period
In the year-to-date period, PLZTX achieves a -0.90% return, which is significantly lower than FRKMX's 0.27% return.
PLZTX
- 1D
- 1.79%
- 1M
- -3.52%
- YTD
- -0.90%
- 6M
- 0.84%
- 1Y
- 13.00%
- 3Y*
- 11.21%
- 5Y*
- 5.60%
- 10Y*
- 8.17%
FRKMX
- 1D
- 0.75%
- 1M
- -2.05%
- YTD
- 0.27%
- 6M
- 1.36%
- 1Y
- 7.67%
- 3Y*
- 6.29%
- 5Y*
- 2.54%
- 10Y*
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PLZTX vs. FRKMX - Expense Ratio Comparison
PLZTX has a 0.33% expense ratio, which is lower than FRKMX's 0.35% expense ratio.
Return for Risk
PLZTX vs. FRKMX — Risk / Return Rank
PLZTX
FRKMX
PLZTX vs. FRKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) and Fidelity Managed Retirement Income Fund Class K (FRKMX). 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.
| PLZTX | FRKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.72 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.93 | 2.41 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.35 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 2.35 | -0.58 |
Martin ratioReturn relative to average drawdown | 8.46 | 9.34 | -0.88 |
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
| PLZTX | FRKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.72 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.49 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.71 | 0.00 |
Correlation
The correlation between PLZTX and FRKMX is 0.78, 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
PLZTX vs. FRKMX - Dividend Comparison
PLZTX's dividend yield for the trailing twelve months is around 4.70%, more than FRKMX's 3.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLZTX Principal LifeTime Hybrid 2030 Fund R-6 | 4.70% | 4.66% | 3.75% | 3.45% | 8.09% | 5.44% | 4.48% | 3.73% | 3.83% | 2.54% | 2.28% | 1.68% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 3.25% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PLZTX vs. FRKMX - Drawdown Comparison
The maximum PLZTX drawdown since its inception was -24.54%, which is greater than FRKMX's maximum drawdown of -16.04%. Use the drawdown chart below to compare losses from any high point for PLZTX and FRKMX.
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Drawdown Indicators
| PLZTX | FRKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.54% | -16.04% | -8.50% |
Max Drawdown (1Y)Largest decline over 1 year | -7.63% | -3.42% | -4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -21.95% | -16.04% | -5.91% |
Max Drawdown (10Y)Largest decline over 10 years | -24.54% | — | — |
Current DrawdownCurrent decline from peak | -4.04% | -2.44% | -1.60% |
Average DrawdownAverage peak-to-trough decline | -3.96% | -3.64% | -0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.60% | 0.86% | +0.74% |
Volatility
PLZTX vs. FRKMX - Volatility Comparison
Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) has a higher volatility of 3.97% compared to Fidelity Managed Retirement Income Fund Class K (FRKMX) at 2.14%. This indicates that PLZTX's price experiences larger fluctuations and is considered to be riskier than FRKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLZTX | FRKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 2.14% | +1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 5.98% | 2.95% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.17% | 4.63% | +5.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 5.23% | +5.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.21% | 5.14% | +6.07% |