PMAQX vs. LTFIX
PMAQX (Principal MidCap R6) and LTFIX (Principal LifeTime 2055 Fund) are both mutual funds - PMAQX is a Mid Cap Growth Equities fund managed by Principal, while LTFIX is a Target Retirement Date fund managed by Principal. Over the past 5 years, PMAQX returned 4.40%/yr vs 8.82%/yr for LTFIX. Their correlation of 0.89 means they have usually moved in the same direction. PMAQX charges 0.60%/yr vs 0.01%/yr for LTFIX.
Performance
PMAQX vs. LTFIX - Performance Comparison
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Returns By Period
In the year-to-date period, PMAQX achieves a -4.40% return, which is significantly lower than LTFIX's 9.10% return.
PMAQX
- 1D
- -0.75%
- 1M
- -1.32%
- 6M
- -4.05%
- YTD
- -4.40%
- 1Y
- -7.95%
- 3Y*
- 9.14%
- 5Y*
- 4.40%
- 10Y*
- —
- ALL TIME*
- 12.19%
LTFIX
- 1D
- 0.32%
- 1M
- 0.79%
- 6M
- 5.65%
- YTD
- 9.10%
- 1Y
- 18.47%
- 3Y*
- 16.36%
- 5Y*
- 8.82%
- 10Y*
- 11.35%
- ALL TIME*
- 8.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
PMAQX Principal MidCap R6 | $0.00 | $0.00 | $0.00 |
PMAQX vs. LTFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | -4.40% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 49.59% | -6.79% | 24.68% |
LTFIX Principal LifeTime 2055 Fund | 9.10% | 17.80% | 17.28% | 20.33% | -18.84% | 17.73% | 16.47% | 27.27% | -9.03% | 22.52% |
Correlation
The correlation between PMAQX and LTFIX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.89 |
Over the past year, the correlation between PMAQX and LTFIX has dropped to 0.65 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
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Return for Risk
PMAQX vs. LTFIX — Risk / Return Rank
PMAQX
LTFIX
PMAQX vs. LTFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap R6 (PMAQX) and Principal LifeTime 2055 Fund (LTFIX). 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.
| PMAQX | LTFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.93 | ||
| Sortino ratioReturn per unit of downside risk | -2.67 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.24 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | 1.97 | -2.44 |
| Martin ratioReturn relative to average drawdown | -0.91 | 8.44 | -9.36 |
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Drawdowns
PMAQX vs. LTFIX - Drawdown Comparison
The maximum PMAQX drawdown since its inception was -40.56%, smaller than the maximum LTFIX drawdown of -52.73%. Use the drawdown chart below to compare losses from any high point for PMAQX and LTFIX.
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Drawdown Indicators
| PMAQX | LTFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.56% | -52.73% | +12.17% |
Max Drawdown (1Y)Largest decline over 1 year | -19.25% | -8.71% | -10.54% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | -15.70% | -3.55% |
Max Drawdown (5Y)Largest decline over 5 years | -31.10% | -26.80% | -4.30% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.50% | — |
Current DrawdownCurrent decline from peak | -10.62% | -0.52% | -10.10% |
Average DrawdownAverage peak-to-trough decline | -6.89% | -7.58% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 2.03% | +7.78% |
Volatility
PMAQX vs. LTFIX - Volatility Comparison
Principal MidCap R6 (PMAQX) has a higher volatility of 5.21% compared to Principal LifeTime 2055 Fund (LTFIX) at 3.44%. This indicates that PMAQX's price experiences larger fluctuations and is considered to be riskier than LTFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMAQX | LTFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 3.44% | +1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 10.64% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 12.87% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.74% | 15.59% | +3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 15.80% | +3.63% |
PMAQX vs. LTFIX - Expense Ratio Comparison
PMAQX has a 0.60% expense ratio, which is higher than LTFIX's 0.01% expense ratio.
Dividends
PMAQX vs. LTFIX - Dividend Comparison
PMAQX's dividend yield for the trailing twelve months is around 6.07%, less than LTFIX's 8.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTFIX Principal LifeTime 2055 Fund | 8.00% | 8.73% | 8.47% | 4.17% | 8.60% | 5.83% | 3.91% | 6.03% | 6.60% | 3.51% | 3.99% | 4.51% |
PMAQX Principal MidCap R6 | 6.07% | 5.80% | 6.46% | 2.58% | 3.18% | 7.96% | 1.08% | 9.14% | 12.39% | 3.39% | 0.00% | 0.00% |
Frequently Asked Questions
PMAQX and LTFIX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PMAQX has higher volatility (5.21%) compared to LTFIX (3.44%). In terms of maximum drawdown, PMAQX dropped -40.56% vs LTFIX's -52.73%.
LTFIX currently has the higher Sharpe Ratio (1.33 vs -0.59), 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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