Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHJTX (PRINCIPAL LIFETIME HYBRID 2020 FUND CLASS J) | 4.54% | 12.62% | 10.19% | 4.61% | 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 |
|---|---|---|
| PHJTX (PRINCIPAL LIFETIME HYBRID 2020 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 (%) | -0.62 | 12.62 | 10.19 | 4.61 | NA | NA | NA | … | … | 4.54 | 9.50 | 8.26 | 11.95 | -14.45 | 9.81 | 12.40 | 17.06 | -4.99 |
| Sharpe Ratio | NA | 1.56 | 0.98 | 0.24 | NA | NA | NA | … | … | 0.82 | 0.85 | 0.75 | 1.20 | -1.37 | 1.46 | 0.77 | 2.84 | -1.00 |
| Standard Deviation(%) | NA | 6.21 | 7.04 | 8.07 | NA | NA | NA | … | … | 7.54 | 7.96 | 6.21 | 6.97 | 11.66 | 6.70 | 15.68 | 5.50 | 7.47 |
| Draw Down(%) | NA | 4.58 | 7.24 | 19.00 | NA | NA | NA | … | … | 4.58 | 7.24 | 3.29 | 6.80 | 18.80 | 2.89 | 18.92 | 2.59 | 10.60 |
| Yield(%) | 0.00 | 6.15 | 4.60 | 4.52 | 3.84 | 2.56 | 1.92 | … | … | 0.00 | 6.40 | 3.43 | 3.68 | 5.56 | 6.14 | 5.01 | 3.39 | 3.06 |
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 |
|---|---|---|---|---|
| PHJTX (PRINCIPAL LIFETIME HYBRID 2020 FUND CLASS J) |
0.49%
Apr 2021 – Apr 2024 |
3.41%
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 |
|---|---|---|---|---|
| PHJTX (PRINCIPAL LIFETIME HYBRID 2020 FUND CLASS J) |
13.05%
Dec 2018 – Dec 2021 |
7.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart