Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFLJX (PRINCIPAL LIFETIME 2050 FUND CLASS J) | 8.89% | 21.56% | 17.04% | 5.22% | 8.86% | 8.32% | 5.90% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFLJX (PRINCIPAL LIFETIME 2050 FUND CLASS J) | 12/26/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 21.56 | 17.04 | 5.22 | 8.86 | 8.32 | 5.90 | … | … | 8.89 | 17.36 | 13.07 | 20.05 | -25.27 | 11.07 | 12.13 | 26.40 | -8.89 | 21.85 | 5.25 | -1.14 | 5.72 | 23.29 | 16.82 | -4.50 | 15.26 | 27.19 | -43.04 | -0.96 | 14.72 | 7.31 | 10.83 | 24.51 | -16.33 | 0.69 |
| Sharpe Ratio | NA | 1.65 | 1.05 | 0.17 | 0.45 | NA | NA | … | … | 1.34 | 0.92 | 0.84 | 1.34 | -1.14 | 0.81 | 0.43 | 2.35 | -0.74 | 3.41 | 0.39 | -0.09 | 0.55 | 2.17 | 1.34 | -0.20 | 0.84 | 1.05 | -1.18 | -0.26 | 1.14 | 0.54 | 0.98 | 1.89 | -0.99 | 7.32 |
| Standard Deviation(%) | NA | 11.61 | 13.30 | 15.99 | 15.96 | NA | NA | … | … | 14.07 | 15.78 | 11.27 | 12.32 | 23.57 | 13.55 | 27.76 | 10.60 | 13.97 | 6.24 | 12.97 | 13.26 | 10.44 | 10.70 | 12.60 | 23.07 | 18.08 | 25.71 | 37.08 | 15.83 | 9.97 | 9.28 | 10.04 | 12.62 | 17.62 | 10.62 |
| Draw Down(%) | NA | 8.57 | 15.61 | 30.68 | 32.69 | NA | NA | … | … | 8.57 | 15.61 | 6.99 | 10.82 | 26.36 | 10.00 | 32.69 | 5.57 | 18.58 | 1.88 | 11.32 | 11.87 | 8.08 | 7.67 | 10.90 | 21.84 | 14.72 | 25.10 | 50.04 | 10.70 | 9.68 | 6.24 | 7.86 | 11.50 | 26.17 | 0.51 |
| Yield(%) | 0.00 | 10.38 | 8.17 | 4.51 | 6.01 | 6.22 | 4.43 | … | … | 0.00 | 10.93 | 7.16 | 5.06 | 0.82 | 3.18 | 1.63 | 8.47 | 7.18 | 5.83 | 4.73 | 5.43 | 6.84 | 5.09 | 1.97 | 1.43 | 1.16 | 0.00 | 0.00 | 0.00 | 0.00 | 1.41 | 1.52 | 0.00 | 0.00 | 0.49 |
Data as of 06/04/2026, Common starting date is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFLJX (PRINCIPAL LIFETIME 2050 FUND CLASS J) |
-19.55%
Feb 2006 – Feb 2009 |
-9.03%
Feb 2004 – Feb 2009 |
1.71%
May 2002 – May 2012 |
2.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFLJX (PRINCIPAL LIFETIME 2050 FUND CLASS J) |
22.75%
Feb 2009 – Feb 2012 |
19.69%
Feb 2009 – Feb 2014 |
12.63%
Feb 2009 – Feb 2019 |
10.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart