PPLIX vs. FRAMX
Compare and contrast key facts about Principal LifeTime 2050 Fund (PPLIX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
PPLIX is managed by Principal. It was launched on Feb 28, 2001. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
PPLIX vs. FRAMX - Performance Comparison
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PPLIX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPLIX Principal LifeTime 2050 Fund | -5.09% | 17.55% | 19.12% | 20.36% | -18.78% | 17.04% | 16.56% | 26.67% | -8.74% | 22.12% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | -0.57% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, PPLIX achieves a -5.09% return, which is significantly lower than FRAMX's -0.57% return. Over the past 10 years, PPLIX has outperformed FRAMX with an annualized return of 10.25%, while FRAMX has yielded a comparatively lower 3.65% annualized return.
PPLIX
- 1D
- -0.29%
- 1M
- -8.13%
- YTD
- -5.09%
- 6M
- -2.87%
- 1Y
- 12.44%
- 3Y*
- 14.70%
- 5Y*
- 7.68%
- 10Y*
- 10.25%
FRAMX
- 1D
- 0.26%
- 1M
- -3.20%
- YTD
- -0.57%
- 6M
- 0.62%
- 1Y
- 6.78%
- 3Y*
- 5.66%
- 5Y*
- 2.13%
- 10Y*
- 3.65%
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PPLIX vs. FRAMX - Expense Ratio Comparison
PPLIX has a 0.01% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
PPLIX vs. FRAMX — Risk / Return Rank
PPLIX
FRAMX
PPLIX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2050 Fund (PPLIX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| PPLIX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.50 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.25 | 2.09 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.30 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 2.00 | -1.06 |
Martin ratioReturn relative to average drawdown | 4.59 | 8.06 | -3.47 |
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
| PPLIX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.50 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.41 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.82 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.49 | -0.07 |
Correlation
The correlation between PPLIX and FRAMX is 0.86, 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
PPLIX vs. FRAMX - Dividend Comparison
PPLIX's dividend yield for the trailing twelve months is around 10.48%, more than FRAMX's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPLIX Principal LifeTime 2050 Fund | 10.48% | 9.95% | 11.56% | 4.41% | 9.40% | 8.04% | 5.23% | 7.16% | 8.64% | 5.12% | 4.82% | 6.07% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.91% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
PPLIX vs. FRAMX - Drawdown Comparison
The maximum PPLIX drawdown since its inception was -55.61%, which is greater than FRAMX's maximum drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for PPLIX and FRAMX.
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Drawdown Indicators
| PPLIX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.61% | -33.94% | -21.67% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -3.45% | -7.97% |
Max Drawdown (5Y)Largest decline over 5 years | -26.85% | -16.31% | -10.54% |
Max Drawdown (10Y)Largest decline over 10 years | -32.67% | -16.31% | -16.36% |
Current DrawdownCurrent decline from peak | -8.57% | -3.20% | -5.37% |
Average DrawdownAverage peak-to-trough decline | -8.35% | -3.87% | -4.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 0.86% | +1.48% |
Volatility
PPLIX vs. FRAMX - Volatility Comparison
Principal LifeTime 2050 Fund (PPLIX) has a higher volatility of 4.83% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 1.96%. This indicates that PPLIX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PPLIX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 1.96% | +2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 8.67% | 2.86% | +5.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 4.59% | +10.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 5.21% | +10.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.53% | 4.47% | +11.06% |