Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHJMX (PRINCIPAL LIFETIME HYBRID 2015 FUND CLASS J) | 3.17% | 10.98% | 9.21% | 3.91% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHJMX (PRINCIPAL LIFETIME HYBRID 2015 FUND CLASS J) | 03/02/2018 | 06/05/2026 |
| 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 (%) | -1.20 | 10.98 | 9.21 | 3.91 | NA | NA | NA | … | … | 3.17 | 10.28 | 7.38 | 10.94 | -13.76 | 7.89 | 11.48 | 15.01 | -3.92 |
| Sharpe Ratio | NA | 1.87 | 1.08 | 0.24 | NA | NA | NA | … | … | 1.29 | 1.15 | 0.69 | 1.16 | -1.47 | 1.40 | 0.83 | 3.07 | -1.02 |
| Standard Deviation(%) | NA | 5.44 | 6.17 | 7.11 | NA | NA | NA | … | … | 6.68 | 6.55 | 5.48 | 6.32 | 10.34 | 5.63 | 13.48 | 4.41 | 6.05 |
| Draw Down(%) | NA | 4.22 | 6.24 | 17.91 | NA | NA | NA | … | … | 4.22 | 5.97 | 2.95 | 6.24 | 17.68 | 2.55 | 16.12 | 1.90 | 8.74 |
| Yield(%) | 0.00 | 4.48 | 4.00 | 3.93 | 3.34 | 2.23 | 1.67 | … | … | 0.00 | 4.63 | 3.53 | 3.63 | 4.19 | 5.80 | 5.01 | 3.29 | 2.01 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PHJMX (PRINCIPAL LIFETIME HYBRID 2015 FUND CLASS J) |
0.08%
Apr 2021 – Apr 2024 |
2.92%
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 |
|---|---|---|---|---|
| PHJMX (PRINCIPAL LIFETIME HYBRID 2015 FUND CLASS J) |
11.42%
Dec 2018 – Dec 2021 |
6.37%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart