PTDIX vs. PLGIX
Compare and contrast key facts about Principal LifeTime 2040 Fund (PTDIX) and Principal LargeCap Growth Fund I (PLGIX).
PTDIX is managed by Principal. It was launched on Feb 28, 2001. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PTDIX vs. PLGIX - Performance Comparison
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PTDIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTDIX Principal LifeTime 2040 Fund | -4.20% | 15.59% | 17.43% | 18.33% | -18.13% | 15.35% | 16.04% | 24.91% | -7.95% | 20.69% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, PTDIX achieves a -4.20% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PTDIX has underperformed PLGIX with an annualized return of 9.48%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PTDIX
- 1D
- -0.13%
- 1M
- -7.05%
- YTD
- -4.20%
- 6M
- -2.23%
- 1Y
- 11.01%
- 3Y*
- 13.35%
- 5Y*
- 6.84%
- 10Y*
- 9.48%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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PTDIX vs. PLGIX - Expense Ratio Comparison
PTDIX has a 0.01% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
PTDIX vs. PLGIX — Risk / Return Rank
PTDIX
PLGIX
PTDIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2040 Fund (PTDIX) and Principal LargeCap Growth Fund I (PLGIX). 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.
| PTDIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.16 | +0.69 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.40 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.05 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.04 | +0.96 |
Martin ratioReturn relative to average drawdown | 4.85 | 0.14 | +4.72 |
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
| PTDIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.16 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.47 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.70 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.41 | +0.04 |
Correlation
The correlation between PTDIX and PLGIX is 0.91, 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
PTDIX vs. PLGIX - Dividend Comparison
PTDIX's dividend yield for the trailing twelve months is around 10.23%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTDIX Principal LifeTime 2040 Fund | 10.23% | 9.80% | 12.28% | 4.40% | 8.61% | 8.92% | 6.01% | 7.26% | 9.28% | 6.07% | 4.86% | 6.73% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PTDIX vs. PLGIX - Drawdown Comparison
The maximum PTDIX drawdown since its inception was -54.38%, roughly equal to the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PTDIX and PLGIX.
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Drawdown Indicators
| PTDIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.38% | -55.43% | +1.05% |
Max Drawdown (1Y)Largest decline over 1 year | -9.72% | -18.32% | +8.60% |
Max Drawdown (5Y)Largest decline over 5 years | -25.43% | -40.63% | +15.20% |
Max Drawdown (10Y)Largest decline over 10 years | -30.02% | -40.63% | +10.61% |
Current DrawdownCurrent decline from peak | -7.32% | -18.32% | +11.00% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -13.31% | +5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 5.45% | -3.44% |
Volatility
PTDIX vs. PLGIX - Volatility Comparison
The current volatility for Principal LifeTime 2040 Fund (PTDIX) is 4.17%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PTDIX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTDIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.17% | 5.47% | -1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 7.34% | 11.68% | -4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 21.30% | -8.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.44% | 30.09% | -16.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.79% | 25.38% | -11.59% |