POSIX vs. PHTYX
Compare and contrast key facts about Principal Global Real Estate Securities Fund (POSIX) and Principal LifeTime Hybrid 2045 Fund (PHTYX).
POSIX is managed by Principal. It was launched on Sep 30, 2007. PHTYX is managed by Principal. It was launched on Sep 29, 2014.
Performance
POSIX vs. PHTYX - Performance Comparison
Loading graphics...
POSIX vs. PHTYX - 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% |
PHTYX Principal LifeTime Hybrid 2045 Fund | -4.03% | 18.54% | 16.13% | 19.35% | -18.26% | 18.37% | 15.78% | 24.79% | -9.07% | 19.81% |
Returns By Period
In the year-to-date period, POSIX achieves a -0.73% return, which is significantly higher than PHTYX's -4.03% return. Over the past 10 years, POSIX has underperformed PHTYX with an annualized return of 3.43%, while PHTYX has yielded a comparatively higher 9.95% 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%
PHTYX
- 1D
- -0.24%
- 1M
- -7.54%
- YTD
- -4.03%
- 6M
- -1.36%
- 1Y
- 15.19%
- 3Y*
- 14.03%
- 5Y*
- 7.67%
- 10Y*
- 9.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
POSIX vs. PHTYX - Expense Ratio Comparison
POSIX has a 0.94% expense ratio, which is higher than PHTYX's 0.05% expense ratio.
Return for Risk
POSIX vs. PHTYX — Risk / Return Rank
POSIX
PHTYX
POSIX vs. PHTYX - 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 2045 Fund (PHTYX). 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 | PHTYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 1.04 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.58 | 1.56 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.24 | -0.77 |
Martin ratioReturn relative to average drawdown | 1.81 | 6.22 | -4.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| POSIX | PHTYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 1.04 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.53 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.68 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.62 | -0.46 |
Correlation
The correlation between POSIX and PHTYX is 0.72, 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. PHTYX - Dividend Comparison
POSIX's dividend yield for the trailing twelve months is around 2.66%, less than PHTYX's 5.14% 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% |
PHTYX Principal LifeTime Hybrid 2045 Fund | 5.14% | 4.94% | 4.41% | 3.05% | 9.68% | 4.72% | 3.45% | 3.63% | 4.66% | 2.24% | 2.00% | 1.66% |
Drawdowns
POSIX vs. PHTYX - Drawdown Comparison
The maximum POSIX drawdown since its inception was -68.45%, which is greater than PHTYX's maximum drawdown of -30.61%. Use the drawdown chart below to compare losses from any high point for POSIX and PHTYX.
Loading graphics...
Drawdown Indicators
| POSIX | PHTYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.45% | -30.61% | -37.84% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -11.00% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -24.94% | -9.21% |
Max Drawdown (10Y)Largest decline over 10 years | -41.70% | -30.61% | -11.09% |
Current DrawdownCurrent decline from peak | -12.67% | -7.95% | -4.72% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -4.63% | -9.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.19% | +0.53% |
Volatility
POSIX vs. PHTYX - Volatility Comparison
The current volatility for Principal Global Real Estate Securities Fund (POSIX) is 4.19%, while Principal LifeTime Hybrid 2045 Fund (PHTYX) has a volatility of 4.60%. This indicates that POSIX experiences smaller price fluctuations and is considered to be less risky than PHTYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| POSIX | PHTYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 4.60% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.13% | 8.23% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.17% | 14.73% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 14.48% | +1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 14.75% | +2.20% |