Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHJYX (PRINCIPAL LIFETIME HYBRID 2045 FUND CLASS J) | 9.91% | 24.68% | 17.92% | 9.00% | 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 |
|---|---|---|
| PHJYX (PRINCIPAL LIFETIME HYBRID 2045 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 (%) | 0.53 | 24.68 | 17.92 | 9.00 | NA | NA | NA | … | … | 9.91 | 16.29 | 14.63 | 19.25 | -18.46 | 18.14 | 15.49 | 24.56 | -9.06 |
| Sharpe Ratio | NA | 2.05 | 1.17 | 0.45 | NA | NA | NA | … | … | 1.66 | 0.90 | 1.00 | 1.35 | -0.95 | 1.57 | 0.58 | 2.34 | -0.97 |
| Standard Deviation(%) | NA | 10.92 | 12.72 | 14.57 | NA | NA | NA | … | … | 13.17 | 15.21 | 10.99 | 11.68 | 20.99 | 11.57 | 26.31 | 9.85 | 12.69 |
| Draw Down(%) | NA | 7.95 | 15.28 | 25.05 | NA | NA | NA | … | … | 7.95 | 15.28 | 7.20 | 10.58 | 25.05 | 4.91 | 30.68 | 5.28 | 17.58 |
| Yield(%) | 0.00 | 5.26 | 4.47 | 4.57 | 4.13 | 2.75 | 2.06 | … | … | 0.00 | 5.50 | 3.53 | 3.43 | 7.09 | 5.24 | 3.68 | 4.21 | 3.99 |
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 |
|---|---|---|---|---|
| PHJYX (PRINCIPAL LIFETIME HYBRID 2045 FUND CLASS J) |
2.93%
Apr 2021 – Apr 2024 |
5.33%
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 |
|---|---|---|---|---|
| PHJYX (PRINCIPAL LIFETIME HYBRID 2045 FUND CLASS J) |
19.47%
Sep 2022 – Sep 2025 |
13.13%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart