PMAQX vs. PLZTX
Compare and contrast key facts about Principal MidCap R6 (PMAQX) and Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX).
PMAQX is managed by Principal Funds. It was launched on Nov 22, 2016. PLZTX is managed by Principal Funds. It was launched on Sep 30, 2014.
Performance
PMAQX vs. PLZTX - Performance Comparison
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PMAQX vs. PLZTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | -12.93% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 49.59% | -6.79% | 24.68% |
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% |
Returns By Period
In the year-to-date period, PMAQX achieves a -12.93% return, which is significantly lower than PLZTX's -2.64% return.
PMAQX
- 1D
- 0.81%
- 1M
- -9.54%
- YTD
- -12.93%
- 6M
- -16.46%
- 1Y
- -11.09%
- 3Y*
- 9.35%
- 5Y*
- 5.16%
- 10Y*
- —
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%
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PMAQX vs. PLZTX - Expense Ratio Comparison
PMAQX has a 0.60% expense ratio, which is higher than PLZTX's 0.33% expense ratio.
Return for Risk
PMAQX vs. PLZTX — Risk / Return Rank
PMAQX
PLZTX
PMAQX vs. PLZTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap R6 (PMAQX) and Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX). 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.
| PMAQX | PLZTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.57 | 1.15 | -1.72 |
Sortino ratioReturn per unit of downside risk | -0.70 | 1.69 | -2.39 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.25 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | 1.39 | -1.99 |
Martin ratioReturn relative to average drawdown | -1.79 | 6.72 | -8.51 |
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
| PMAQX | PLZTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.57 | 1.15 | -1.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.52 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.70 | -0.11 |
Correlation
The correlation between PMAQX and PLZTX is 0.88, 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
PMAQX vs. PLZTX - Dividend Comparison
PMAQX's dividend yield for the trailing twelve months is around 6.66%, more than PLZTX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | 6.66% | 5.80% | 6.46% | 2.58% | 3.18% | 7.96% | 1.08% | 9.14% | 12.39% | 3.39% | 0.00% | 0.00% |
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% |
Drawdowns
PMAQX vs. PLZTX - Drawdown Comparison
The maximum PMAQX drawdown since its inception was -40.56%, which is greater than PLZTX's maximum drawdown of -24.54%. Use the drawdown chart below to compare losses from any high point for PMAQX and PLZTX.
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Drawdown Indicators
| PMAQX | PLZTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.56% | -24.54% | -16.02% |
Max Drawdown (1Y)Largest decline over 1 year | -19.25% | -7.63% | -11.62% |
Max Drawdown (5Y)Largest decline over 5 years | -31.10% | -21.95% | -9.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.54% | — |
Current DrawdownCurrent decline from peak | -18.60% | -5.73% | -12.87% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -3.96% | -2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.43% | 1.58% | +4.85% |
Volatility
PMAQX vs. PLZTX - Volatility Comparison
Principal MidCap R6 (PMAQX) has a higher volatility of 4.60% compared to Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) at 3.41%. This indicates that PMAQX's price experiences larger fluctuations and is considered to be riskier than PLZTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMAQX | PLZTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 3.41% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 5.71% | +4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 10.04% | +8.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 10.46% | +8.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.53% | 11.19% | +8.34% |