Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTJX (PRINCIPAL LIFETIME HYBRID 2035 FUND INSTITUTIONAL CLASS) | 7.41% | 19.70% | 14.63% | 7.20% | 9.48% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTJX (PRINCIPAL LIFETIME HYBRID 2035 FUND INSTITUTIONAL CLASS) | 10/02/2014 | 06/03/2026 |
| 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 (%) | 0.36 | 19.70 | 14.63 | 7.20 | 9.48 | NA | NA | … | … | 7.41 | 14.15 | 11.80 | 16.45 | -17.37 | 15.57 | 15.13 | 22.68 | -7.99 | 18.14 | 8.30 | -0.19 | 4.36 |
| Sharpe Ratio | NA | 2.02 | 1.17 | 0.39 | 0.63 | NA | NA | … | … | 1.54 | 0.99 | 0.93 | 1.34 | -1.09 | 1.58 | 0.64 | 2.52 | -0.81 | 3.31 | 0.74 | -0.02 | 0.98 |
| Standard Deviation(%) | NA | 8.66 | 10.10 | 11.80 | 12.53 | NA | NA | … | … | 10.57 | 11.65 | 8.83 | 9.64 | 17.28 | 9.87 | 23.03 | 8.42 | 11.67 | 5.31 | 10.86 | 12.08 | 19.42 |
| Draw Down(%) | NA | 6.47 | 11.58 | 23.12 | 27.17 | NA | NA | … | … | 6.47 | 11.58 | 5.12 | 9.24 | 23.12 | 4.22 | 27.17 | 4.44 | 15.84 | 1.66 | 8.47 | 10.16 | 10.39 |
| Yield(%) | 0.00 | 4.99 | 4.39 | 4.47 | 5.24 | 3.97 | 2.98 | … | … | 0.00 | 5.18 | 3.58 | 3.80 | 6.42 | 5.50 | 4.38 | 4.38 | 3.53 | 2.66 | 2.13 | 1.63 | 4.77 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PHTJX (PRINCIPAL LIFETIME HYBRID 2035 FUND INSTITUTIONAL CLASS) |
1.80%
Apr 2021 – Apr 2024 |
3.21%
Mar 2015 – Mar 2020 |
7.02%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTJX (PRINCIPAL LIFETIME HYBRID 2035 FUND INSTITUTIONAL CLASS) |
17.74%
Dec 2018 – Dec 2021 |
12.38%
Oct 2016 – Oct 2021 |
9.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart