PPLIX vs. OEF

In the year-to-date period, PPLIX achieves a 4.31% return, which is significantly higher than OEF's 0.25% return. Over the past 10 years, PPLIX has underperformed OEF with an annualized return of 8.31%, while OEF has yielded a comparatively higher 13.86% annualized return.

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PPLIX has a 0.01% expense ratio, which is lower than OEF's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2050 Fund (PPLIX) and iShares S&P 100 ETF (OEF). 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.

The current PPLIX Sharpe Ratio is 0.65, which is comparable to the OEF Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of PPLIX and OEF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PPLIX's dividend yield for the trailing twelve months is around 6.30%, more than OEF's 0.97% yield.

The maximum PPLIX drawdown since its inception was -55.61%, roughly equal to the maximum OEF drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for PPLIX and OEF.

The current volatility for Principal LifeTime 2050 Fund (PPLIX) is 3.85%, while iShares S&P 100 ETF (OEF) has a volatility of 5.22%. This indicates that PPLIX experiences smaller price fluctuations and is considered to be less risky than OEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.