POSIX vs. PHTJX
Compare and contrast key facts about Principal Global Real Estate Securities Fund (POSIX) and Principal LifeTime Hybrid 2035 Fund (PHTJX).
POSIX is managed by Principal. It was launched on Sep 30, 2007. PHTJX is managed by Principal. It was launched on Sep 29, 2014.
Performance
POSIX vs. PHTJX - Performance Comparison
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POSIX vs. PHTJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | -0.73% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
PHTJX Principal LifeTime Hybrid 2035 Fund | -3.09% | 15.57% | 12.67% | 16.45% | -17.37% | 15.57% | 15.13% | 22.69% | -8.00% | 18.13% |
Returns By Period
In the year-to-date period, POSIX achieves a -0.73% return, which is significantly higher than PHTJX's -3.09% return. Over the past 10 years, POSIX has underperformed PHTJX with an annualized return of 3.43%, while PHTJX has yielded a comparatively higher 8.68% annualized return.
POSIX
- 1D
- 0.11%
- 1M
- -9.88%
- YTD
- -0.73%
- 6M
- -2.12%
- 1Y
- 4.72%
- 3Y*
- 5.38%
- 5Y*
- 0.63%
- 10Y*
- 3.43%
PHTJX
- 1D
- -0.07%
- 1M
- -6.23%
- YTD
- -3.09%
- 6M
- -0.84%
- 1Y
- 12.31%
- 3Y*
- 11.60%
- 5Y*
- 6.12%
- 10Y*
- 8.68%
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POSIX vs. PHTJX - Expense Ratio Comparison
POSIX has a 0.94% expense ratio, which is higher than PHTJX's 0.05% expense ratio.
Return for Risk
POSIX vs. PHTJX — Risk / Return Rank
POSIX
PHTJX
POSIX vs. PHTJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Real Estate Securities Fund (POSIX) and Principal LifeTime Hybrid 2035 Fund (PHTJX). 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.
| POSIX | PHTJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 1.10 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.58 | 1.62 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.32 | -0.86 |
Martin ratioReturn relative to average drawdown | 1.81 | 6.45 | -4.63 |
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
| POSIX | PHTJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 1.10 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.52 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.70 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.63 | -0.48 |
Correlation
The correlation between POSIX and PHTJX is 0.73, 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
POSIX vs. PHTJX - Dividend Comparison
POSIX's dividend yield for the trailing twelve months is around 2.66%, less than PHTJX's 4.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | 2.66% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
PHTJX Principal LifeTime Hybrid 2035 Fund | 4.83% | 4.68% | 4.09% | 3.37% | 8.44% | 4.96% | 3.98% | 3.71% | 4.01% | 2.31% | 1.99% | 1.67% |
Drawdowns
POSIX vs. PHTJX - Drawdown Comparison
The maximum POSIX drawdown since its inception was -68.45%, which is greater than PHTJX's maximum drawdown of -27.17%. Use the drawdown chart below to compare losses from any high point for POSIX and PHTJX.
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Drawdown Indicators
| POSIX | PHTJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.45% | -27.17% | -41.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -8.63% | -2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -23.12% | -11.03% |
Max Drawdown (10Y)Largest decline over 10 years | -41.70% | -27.17% | -14.53% |
Current DrawdownCurrent decline from peak | -12.67% | -6.47% | -6.20% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -4.24% | -9.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 1.77% | +0.95% |
Volatility
POSIX vs. PHTJX - Volatility Comparison
Principal Global Real Estate Securities Fund (POSIX) has a higher volatility of 4.19% compared to Principal LifeTime Hybrid 2035 Fund (PHTJX) at 3.73%. This indicates that POSIX's price experiences larger fluctuations and is considered to be riskier than PHTJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POSIX | PHTJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 3.73% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 8.13% | 6.47% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.17% | 11.39% | +2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 11.75% | +4.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 12.47% | +4.48% |