PMTIX vs. PLGIX
Compare and contrast key facts about Principal LifeTime 2030 Fund (PMTIX) and Principal LargeCap Growth Fund I (PLGIX).
PMTIX is managed by Principal. It was launched on Feb 28, 2001. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PMTIX vs. PLGIX - Performance Comparison
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PMTIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMTIX Principal LifeTime 2030 Fund | -3.15% | 13.25% | 12.86% | 15.11% | -16.81% | 12.70% | 14.71% | 22.40% | -7.45% | 18.41% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, PMTIX achieves a -3.15% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PMTIX has underperformed PLGIX with an annualized return of 8.05%, while PLGIX has yielded a comparatively higher 17.78% annualized 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%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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PMTIX vs. PLGIX - Expense Ratio Comparison
PMTIX has a 0.01% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
PMTIX vs. PLGIX — Risk / Return Rank
PMTIX
PLGIX
PMTIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2030 Fund (PMTIX) and Principal LargeCap Growth Fund I (PLGIX). 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 | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.16 | +0.79 |
Sortino ratioReturn per unit of downside risk | 1.41 | 0.40 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.05 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 0.04 | +1.08 |
Martin ratioReturn relative to average drawdown | 5.30 | 0.14 | +5.16 |
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 | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.16 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.47 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.70 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.41 | +0.05 |
Correlation
The correlation between PMTIX and PLGIX is 0.91, 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. PLGIX - Dividend Comparison
PMTIX's dividend yield for the trailing twelve months is around 10.01%, less than PLGIX's 16.99% 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% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PMTIX vs. PLGIX - Drawdown Comparison
The maximum PMTIX drawdown since its inception was -52.14%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PMTIX and PLGIX.
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Drawdown Indicators
| PMTIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.14% | -55.43% | +3.29% |
Max Drawdown (1Y)Largest decline over 1 year | -7.49% | -18.32% | +10.83% |
Max Drawdown (5Y)Largest decline over 5 years | -23.05% | -40.63% | +17.58% |
Max Drawdown (10Y)Largest decline over 10 years | -25.87% | -40.63% | +14.76% |
Current DrawdownCurrent decline from peak | -5.85% | -18.32% | +12.47% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -13.31% | +6.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 5.45% | -3.86% |
Volatility
PMTIX vs. PLGIX - Volatility Comparison
The current volatility for Principal LifeTime 2030 Fund (PMTIX) is 3.33%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PMTIX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMTIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 5.47% | -2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 5.61% | 11.68% | -6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.78% | 21.30% | -11.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.53% | 30.09% | -19.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.19% | 25.38% | -14.19% |