PPLIX vs. ONEQ

In the year-to-date period, PPLIX achieves a 4.31% return, which is significantly higher than ONEQ's -0.59% return. Over the past 10 years, PPLIX has underperformed ONEQ with an annualized return of 8.31%, while ONEQ has yielded a comparatively higher 15.31% annualized return.

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PPLIX has a 0.01% expense ratio, which is lower than ONEQ's 0.21% 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 Fidelity NASDAQ Composite Index Tracking Stock (ONEQ). 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 ONEQ Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of PPLIX and ONEQ, 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 ONEQ's 0.63% yield.

The maximum PPLIX drawdown since its inception was -55.61%, roughly equal to the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for PPLIX and ONEQ.

The current volatility for Principal LifeTime 2050 Fund (PPLIX) is 3.85%, while Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) has a volatility of 5.94%. This indicates that PPLIX experiences smaller price fluctuations and is considered to be less risky than ONEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.