PLZTX vs. PDAHX
Compare and contrast key facts about Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) and Prudential Day One Income Fund (PDAHX).
PLZTX is managed by Principal Funds. It was launched on Sep 30, 2014. PDAHX is managed by PGIM. It was launched on Dec 12, 2016.
Performance
PLZTX vs. PDAHX - Performance Comparison
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PLZTX vs. PDAHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLZTX Principal LifeTime Hybrid 2030 Fund R-6 | -2.64% | 14.46% | 11.11% | 14.97% | -16.74% | 13.93% | 14.79% | 20.97% | -7.35% | 16.14% |
PDAHX Prudential Day One Income Fund | 0.08% | 10.37% | 8.27% | 8.89% | -11.69% | 9.21% | 8.22% | 13.58% | -3.26% | 8.25% |
Returns By Period
In the year-to-date period, PLZTX achieves a -2.64% return, which is significantly lower than PDAHX's 0.08% return.
PLZTX
- 1D
- 0.00%
- 1M
- -5.54%
- YTD
- -2.64%
- 6M
- -0.53%
- 1Y
- 11.35%
- 3Y*
- 10.56%
- 5Y*
- 5.44%
- 10Y*
- 7.97%
PDAHX
- 1D
- 0.29%
- 1M
- -3.23%
- YTD
- 0.08%
- 6M
- 1.35%
- 1Y
- 8.21%
- 3Y*
- 8.03%
- 5Y*
- 4.47%
- 10Y*
- —
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PLZTX vs. PDAHX - Expense Ratio Comparison
PLZTX has a 0.33% expense ratio, which is higher than PDAHX's 0.16% expense ratio.
Return for Risk
PLZTX vs. PDAHX — Risk / Return Rank
PLZTX
PDAHX
PLZTX vs. PDAHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) and Prudential Day One Income Fund (PDAHX). 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 | PDAHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.49 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.07 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.31 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.83 | -0.44 |
Martin ratioReturn relative to average drawdown | 6.72 | 8.89 | -2.17 |
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 | PDAHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.49 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.69 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.84 | -0.14 |
Correlation
The correlation between PLZTX and PDAHX 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
PLZTX vs. PDAHX - Dividend Comparison
PLZTX's dividend yield for the trailing twelve months is around 4.78%, less than PDAHX's 4.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLZTX Principal LifeTime Hybrid 2030 Fund R-6 | 4.78% | 4.66% | 3.75% | 3.45% | 8.09% | 5.44% | 4.48% | 3.73% | 3.83% | 2.54% | 2.28% | 1.68% |
PDAHX Prudential Day One Income Fund | 4.85% | 4.92% | 7.35% | 3.54% | 7.78% | 7.72% | 2.22% | 4.25% | 3.70% | 1.88% | 0.00% | 0.00% |
Drawdowns
PLZTX vs. PDAHX - Drawdown Comparison
The maximum PLZTX drawdown since its inception was -24.54%, which is greater than PDAHX's maximum drawdown of -15.65%. Use the drawdown chart below to compare losses from any high point for PLZTX and PDAHX.
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Drawdown Indicators
| PLZTX | PDAHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.54% | -15.65% | -8.89% |
Max Drawdown (1Y)Largest decline over 1 year | -7.63% | -4.60% | -3.03% |
Max Drawdown (5Y)Largest decline over 5 years | -21.95% | -15.65% | -6.30% |
Max Drawdown (10Y)Largest decline over 10 years | -24.54% | — | — |
Current DrawdownCurrent decline from peak | -5.73% | -3.23% | -2.50% |
Average DrawdownAverage peak-to-trough decline | -3.96% | -2.71% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.58% | 0.95% | +0.63% |
Volatility
PLZTX vs. PDAHX - Volatility Comparison
Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) has a higher volatility of 3.41% compared to Prudential Day One Income Fund (PDAHX) at 1.87%. This indicates that PLZTX's price experiences larger fluctuations and is considered to be riskier than PDAHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLZTX | PDAHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 1.87% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 5.71% | 3.13% | +2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.04% | 5.78% | +4.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.46% | 6.53% | +3.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.19% | 6.40% | +4.79% |