Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHJDX (PRINCIPAL LIFETIME HYBRID 2065 CLASS J) | 10.96% | 26.97% | 19.14% | 9.72% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHJDX (PRINCIPAL LIFETIME HYBRID 2065 CLASS J) | 03/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 26.97 | 19.14 | 9.72 | NA | NA | NA | … | … | 10.96 | 18.49 | 15.52 | 20.03 | -18.78 | 19.87 | 16.24 | 26.64 | -12.74 |
| Sharpe Ratio | NA | 2.05 | 1.17 | 0.46 | NA | NA | NA | … | … | 1.70 | 0.96 | 1.01 | 1.34 | -0.92 | 1.58 | 0.54 | 2.28 | -1.18 |
| Standard Deviation(%) | NA | 11.96 | 13.79 | 15.55 | NA | NA | NA | … | … | 14.42 | 16.59 | 11.81 | 12.35 | 21.96 | 12.53 | 29.24 | 11.02 | 14.11 |
| Draw Down(%) | NA | 8.63 | 16.65 | 25.64 | NA | NA | NA | … | … | 8.63 | 16.65 | 7.91 | 11.03 | 25.64 | 5.18 | 33.56 | 5.90 | 19.40 |
| Yield(%) | 0.00 | 4.14 | 3.80 | 3.54 | 2.93 | 1.96 | 1.47 | … | … | 0.00 | 4.34 | 3.20 | 2.99 | 5.32 | 2.66 | 2.28 | 2.08 | 0.53 |
Data as of 06/04/2026, Common starting date is 03/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHJDX (PRINCIPAL LIFETIME HYBRID 2065 CLASS J) |
3.31%
Apr 2021 – Apr 2024 |
5.19%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHJDX (PRINCIPAL LIFETIME HYBRID 2065 CLASS J) |
20.84%
Dec 2018 – Dec 2021 |
14.38%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart