Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHJNX (PRINCIPAL LIFETIME HYBRID 2030 FUND CLASS J) | 4.77% | 15.47% | 12.50% | 5.71% | 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 |
|---|---|---|
| PHJNX (PRINCIPAL LIFETIME HYBRID 2030 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 (%) | -1.58 | 15.47 | 12.50 | 5.71 | NA | NA | NA | … | … | 4.77 | 13.03 | 10.26 | 14.85 | -16.88 | 13.78 | 14.44 | 20.59 | -7.13 |
| Sharpe Ratio | NA | 1.99 | 1.13 | 0.35 | NA | NA | NA | … | … | 1.50 | 1.01 | 0.83 | 1.28 | -1.20 | 1.53 | 0.68 | 2.54 | -1.00 |
| Standard Deviation(%) | NA | 7.68 | 9.03 | 10.51 | NA | NA | NA | … | … | 9.37 | 10.21 | 7.98 | 8.81 | 15.33 | 8.96 | 20.67 | 7.54 | 10.02 |
| Draw Down(%) | NA | 5.83 | 10.07 | 22.11 | NA | NA | NA | … | … | 5.83 | 10.07 | 4.26 | 8.69 | 22.11 | 3.85 | 24.54 | 3.87 | 14.07 |
| Yield(%) | 0.00 | 4.81 | 4.17 | 4.32 | 3.89 | 2.59 | 1.94 | … | … | 0.00 | 4.99 | 3.31 | 3.74 | 6.13 | 5.79 | 4.77 | 4.15 | 3.34 |
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 |
|---|---|---|---|---|
| PHJNX (PRINCIPAL LIFETIME HYBRID 2030 FUND CLASS J) |
1.05%
Apr 2021 – Apr 2024 |
4.18%
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 |
|---|---|---|---|---|
| PHJNX (PRINCIPAL LIFETIME HYBRID 2030 FUND CLASS J) |
16.23%
Dec 2018 – Dec 2021 |
9.90%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart