PMTIX vs. AADVX
Compare and contrast key facts about Principal LifeTime 2030 Fund (PMTIX) and American Century One Choice Blend+ 2055 Portfolio (AADVX).
PMTIX is managed by Principal. It was launched on Feb 28, 2001. AADVX is managed by American Century. It was launched on Mar 9, 2021.
Performance
PMTIX vs. AADVX - Performance Comparison
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PMTIX vs. AADVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PMTIX Principal LifeTime 2030 Fund | -3.15% | 13.25% | 12.86% | 15.11% | -16.81% | 9.68% |
AADVX American Century One Choice Blend+ 2055 Portfolio | -3.57% | 20.15% | 14.53% | 16.70% | -16.92% | 9.39% |
Returns By Period
In the year-to-date period, PMTIX achieves a -3.15% return, which is significantly higher than AADVX's -3.57% return.
PMTIX
- 1D
- 0.00%
- 1M
- -5.66%
- YTD
- -3.15%
- 6M
- -1.49%
- 1Y
- 9.21%
- 3Y*
- 10.71%
- 5Y*
- 5.31%
- 10Y*
- 8.05%
AADVX
- 1D
- -0.41%
- 1M
- -8.71%
- YTD
- -3.57%
- 6M
- -0.34%
- 1Y
- 17.59%
- 3Y*
- 13.60%
- 5Y*
- 6.99%
- 10Y*
- —
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PMTIX vs. AADVX - Expense Ratio Comparison
PMTIX has a 0.01% expense ratio, which is lower than AADVX's 0.58% expense ratio.
Return for Risk
PMTIX vs. AADVX — Risk / Return Rank
PMTIX
AADVX
PMTIX vs. AADVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2030 Fund (PMTIX) and American Century One Choice Blend+ 2055 Portfolio (AADVX). 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.
| PMTIX | AADVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.11 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.62 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.40 | -0.27 |
Martin ratioReturn relative to average drawdown | 5.30 | 6.46 | -1.16 |
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
| PMTIX | AADVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.11 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.48 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.48 | -0.02 |
Correlation
The correlation between PMTIX and AADVX is 0.96, 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
PMTIX vs. AADVX - Dividend Comparison
PMTIX's dividend yield for the trailing twelve months is around 10.01%, more than AADVX's 3.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMTIX Principal LifeTime 2030 Fund | 10.01% | 9.69% | 9.60% | 4.26% | 10.05% | 8.87% | 6.37% | 6.49% | 8.21% | 5.87% | 3.97% | 9.44% |
AADVX American Century One Choice Blend+ 2055 Portfolio | 3.86% | 3.72% | 3.05% | 1.66% | 3.21% | 3.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PMTIX vs. AADVX - Drawdown Comparison
The maximum PMTIX drawdown since its inception was -52.14%, which is greater than AADVX's maximum drawdown of -26.03%. Use the drawdown chart below to compare losses from any high point for PMTIX and AADVX.
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Drawdown Indicators
| PMTIX | AADVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.14% | -26.03% | -26.11% |
Max Drawdown (1Y)Largest decline over 1 year | -7.49% | -11.27% | +3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -23.05% | -26.03% | +2.98% |
Max Drawdown (10Y)Largest decline over 10 years | -25.87% | — | — |
Current DrawdownCurrent decline from peak | -5.85% | -9.19% | +3.34% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -6.75% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 2.44% | -0.85% |
Volatility
PMTIX vs. AADVX - Volatility Comparison
The current volatility for Principal LifeTime 2030 Fund (PMTIX) is 3.33%, while American Century One Choice Blend+ 2055 Portfolio (AADVX) has a volatility of 4.85%. This indicates that PMTIX experiences smaller price fluctuations and is considered to be less risky than AADVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMTIX | AADVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 4.85% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 5.61% | 8.76% | -3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.78% | 15.85% | -6.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.53% | 14.53% | -4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.19% | 14.51% | -3.32% |