PRERX vs. PLTNX
Compare and contrast key facts about Principal Real Estate Securities Fund (PRERX) and Principal LifeTime Hybrid 2055 Fund (PLTNX).
PRERX is managed by Principal. It was launched on Dec 6, 2000. PLTNX is managed by Principal. It was launched on Sep 29, 2014.
Performance
PRERX vs. PLTNX - Performance Comparison
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PRERX vs. PLTNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRERX Principal Real Estate Securities Fund | 3.16% | 0.69% | 4.93% | 12.74% | -25.59% | 38.94% | -3.75% | 30.47% | -4.77% | 8.49% |
PLTNX Principal LifeTime Hybrid 2055 Fund | -1.70% | 19.89% | 17.25% | 20.33% | -18.49% | 19.70% | 15.78% | 26.17% | -9.84% | 21.03% |
Returns By Period
In the year-to-date period, PRERX achieves a 3.16% return, which is significantly higher than PLTNX's -1.70% return. Over the past 10 years, PRERX has underperformed PLTNX with an annualized return of 5.16%, while PLTNX has yielded a comparatively higher 10.80% annualized return.
PRERX
- 1D
- 1.43%
- 1M
- -5.79%
- YTD
- 3.16%
- 6M
- 0.55%
- 1Y
- 0.27%
- 3Y*
- 6.02%
- 5Y*
- 3.12%
- 10Y*
- 5.16%
PLTNX
- 1D
- 2.96%
- 1M
- -5.09%
- YTD
- -1.70%
- 6M
- 0.75%
- 1Y
- 19.23%
- 3Y*
- 15.98%
- 5Y*
- 8.62%
- 10Y*
- 10.80%
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PRERX vs. PLTNX - Expense Ratio Comparison
PRERX has a 1.37% expense ratio, which is higher than PLTNX's 0.05% expense ratio.
Return for Risk
PRERX vs. PLTNX — Risk / Return Rank
PRERX
PLTNX
PRERX vs. PLTNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Real Estate Securities Fund (PRERX) and Principal LifeTime Hybrid 2055 Fund (PLTNX). 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.
| PRERX | PLTNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.03 | 1.21 | -1.18 |
Sortino ratioReturn per unit of downside risk | 0.14 | 1.81 | -1.67 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.26 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.11 | 1.67 | -1.56 |
Martin ratioReturn relative to average drawdown | 0.39 | 8.28 | -7.89 |
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
| PRERX | PLTNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | 1.21 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.56 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.69 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.62 | -0.27 |
Correlation
The correlation between PRERX and PLTNX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PRERX vs. PLTNX - Dividend Comparison
PRERX's dividend yield for the trailing twelve months is around 2.11%, less than PLTNX's 4.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRERX Principal Real Estate Securities Fund | 2.11% | 2.23% | 3.79% | 2.28% | 3.07% | 3.90% | 2.28% | 2.66% | 3.78% | 3.24% | 4.02% | 6.62% |
PLTNX Principal LifeTime Hybrid 2055 Fund | 4.67% | 4.59% | 4.40% | 2.84% | 9.11% | 4.23% | 3.11% | 3.47% | 4.68% | 2.21% | 1.99% | 1.63% |
Drawdowns
PRERX vs. PLTNX - Drawdown Comparison
The maximum PRERX drawdown since its inception was -70.21%, which is greater than PLTNX's maximum drawdown of -32.71%. Use the drawdown chart below to compare losses from any high point for PRERX and PLTNX.
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Drawdown Indicators
| PRERX | PLTNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.21% | -32.71% | -37.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -11.90% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -31.45% | -25.48% | -5.97% |
Max Drawdown (10Y)Largest decline over 10 years | -41.25% | -32.71% | -8.54% |
Current DrawdownCurrent decline from peak | -8.57% | -5.96% | -2.61% |
Average DrawdownAverage peak-to-trough decline | -11.74% | -4.83% | -6.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 2.39% | +0.81% |
Volatility
PRERX vs. PLTNX - Volatility Comparison
The current volatility for Principal Real Estate Securities Fund (PRERX) is 4.37%, while Principal LifeTime Hybrid 2055 Fund (PLTNX) has a volatility of 6.01%. This indicates that PRERX experiences smaller price fluctuations and is considered to be less risky than PLTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRERX | PLTNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 6.01% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 9.53% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 16.43% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.39% | 15.45% | +2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.68% | 15.80% | +3.88% |