Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHJUX (PRINCIPAL LIFETIME HYBRID 2050 FUND CLASS J) | 10.73% | 26.59% | 19.06% | 9.66% | 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 |
|---|---|---|
| PHJUX (PRINCIPAL LIFETIME HYBRID 2050 FUND 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 (%) | 0.61 | 26.59 | 19.06 | 9.66 | NA | NA | NA | … | … | 10.73 | 17.24 | 15.60 | 20.08 | -18.63 | 18.82 | 15.62 | 25.22 | -9.39 |
| Sharpe Ratio | NA | 2.05 | 1.17 | 0.46 | NA | NA | NA | … | … | 1.69 | 0.88 | 1.01 | 1.35 | -0.92 | 1.57 | 0.56 | 2.30 | -0.96 |
| Standard Deviation(%) | NA | 11.77 | 13.69 | 15.45 | NA | NA | NA | … | … | 14.15 | 16.54 | 11.80 | 12.25 | 21.95 | 11.98 | 27.43 | 10.31 | 13.18 |
| Draw Down(%) | NA | 8.52 | 16.52 | 25.60 | NA | NA | NA | … | … | 8.52 | 16.52 | 7.91 | 10.94 | 25.60 | 5.08 | 31.81 | 5.56 | 18.24 |
| Yield(%) | 0.00 | 5.18 | 4.42 | 4.50 | 4.12 | 2.74 | 2.06 | … | … | 0.00 | 5.43 | 3.47 | 3.32 | 6.92 | 5.10 | 3.55 | 4.76 | 3.84 |
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 |
|---|---|---|---|---|
| PHJUX (PRINCIPAL LIFETIME HYBRID 2050 FUND CLASS J) |
3.30%
Apr 2021 – Apr 2024 |
5.52%
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 |
|---|---|---|---|---|
| PHJUX (PRINCIPAL LIFETIME HYBRID 2050 FUND CLASS J) |
20.55%
Sep 2022 – Sep 2025 |
13.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart