Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHJJX (PRINCIPAL LIFETIME HYBRID 2035 FUND CLASS J) | 6.49% | 17.53% | 13.75% | 6.69% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 03/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHJJX (PRINCIPAL LIFETIME HYBRID 2035 FUND CLASS J) | 03/02/2018 | 06/11/2026 |
| 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 (%) | -1.03 | 17.53 | 13.75 | 6.69 | NA | NA | NA | … | … | 6.49 | 14.04 | 11.62 | 16.38 | -17.54 | 15.53 | 14.81 | 22.36 | -7.82 |
| Sharpe Ratio | NA | 1.62 | 1.03 | 0.34 | NA | NA | NA | … | … | 0.95 | 0.97 | 0.90 | 1.33 | -1.10 | 1.57 | 0.63 | 2.47 | -0.97 |
| Standard Deviation(%) | NA | 8.99 | 10.20 | 11.85 | NA | NA | NA | … | … | 10.95 | 11.71 | 8.85 | 9.68 | 17.29 | 9.85 | 23.05 | 8.45 | 11.08 |
| Draw Down(%) | NA | 6.52 | 11.66 | 23.18 | NA | NA | NA | … | … | 6.52 | 11.66 | 5.02 | 9.23 | 23.18 | 4.25 | 27.19 | 4.45 | 15.54 |
| Yield(%) | 0.00 | 4.87 | 4.26 | 4.36 | 3.95 | 2.64 | 1.98 | … | … | 0.00 | 5.11 | 3.51 | 3.73 | 6.36 | 5.41 | 4.27 | 4.22 | 3.52 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PHJJX (PRINCIPAL LIFETIME HYBRID 2035 FUND CLASS J) |
1.66%
Apr 2021 – Apr 2024 |
4.64%
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 |
|---|---|---|---|---|
| PHJJX (PRINCIPAL LIFETIME HYBRID 2035 FUND CLASS J) |
17.52%
Dec 2018 – Dec 2021 |
11.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart