Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTFX (PRINCIPAL LIFETIME HYBRID INCOME FUND INSTITUTIONAL CLASS) | 4.66% | 12.50% | 9.75% | 4.20% | 5.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTFX (PRINCIPAL LIFETIME HYBRID INCOME FUND INSTITUTIONAL CLASS) | 10/02/2014 | 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 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 12.50 | 9.75 | 4.20 | 5.09 | NA | NA | … | … | 4.66 | 10.40 | 7.37 | 10.77 | -13.22 | 5.14 | 10.11 | 11.82 | -2.75 | 7.62 | 4.70 | -0.05 | 1.51 |
| Sharpe Ratio | NA | 1.94 | 1.10 | 0.25 | 0.57 | NA | NA | … | … | 1.34 | 1.17 | 0.69 | 1.17 | -1.51 | 1.24 | 0.96 | 3.91 | -1.08 | 3.35 | 1.29 | -0.02 | 1.09 |
| Standard Deviation(%) | NA | 5.30 | 6.12 | 6.80 | 6.15 | NA | NA | … | … | 6.56 | 6.54 | 5.45 | 6.15 | 9.76 | 4.11 | 10.27 | 2.65 | 3.83 | 2.09 | 3.49 | 3.78 | 5.76 |
| Draw Down(%) | NA | 4.10 | 6.04 | 17.26 | 17.26 | NA | NA | … | … | 4.10 | 5.97 | 2.94 | 6.04 | 17.04 | 2.27 | 11.24 | 0.86 | 5.36 | 1.09 | 2.26 | 4.28 | 3.61 |
| Yield(%) | 0.00 | 4.67 | 4.07 | 3.96 | 3.79 | 2.89 | 2.17 | … | … | 0.00 | 4.83 | 3.34 | 3.85 | 4.29 | 5.55 | 5.15 | 3.22 | 1.97 | 2.55 | 1.46 | 1.49 | 4.31 |
Data as of 06/04/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTFX (PRINCIPAL LIFETIME HYBRID INCOME FUND INSTITUTIONAL CLASS) |
-0.89%
Oct 2020 – Oct 2023 |
1.27%
Sep 2017 – Sep 2022 |
3.71%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTFX (PRINCIPAL LIFETIME HYBRID INCOME FUND INSTITUTIONAL CLASS) |
10.67%
Sep 2022 – Sep 2025 |
6.26%
Dec 2016 – Dec 2021 |
5.29%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart