Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTMX (PRINCIPAL LIFETIME HYBRID 2015 FUND INSTITUTIONAL CLASS) | 4.39% | 12.53% | 9.75% | 4.39% | 6.20% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTMX (PRINCIPAL LIFETIME HYBRID 2015 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 (%) | 0.16 | 12.53 | 9.75 | 4.39 | 6.20 | NA | NA | … | … | 4.39 | 10.50 | 7.43 | 11.09 | -13.62 | 8.08 | 11.84 | 15.17 | -4.52 | 11.79 | 6.37 | -0.48 | 2.68 |
| Sharpe Ratio | NA | 1.91 | 1.10 | 0.26 | 0.63 | NA | NA | … | … | 1.33 | 1.18 | 0.69 | 1.19 | -1.46 | 1.44 | 0.86 | 3.12 | -0.91 | 3.51 | 0.94 | -0.07 | 0.97 |
| Standard Deviation(%) | NA | 5.37 | 6.20 | 7.12 | 7.38 | NA | NA | … | … | 6.62 | 6.59 | 5.52 | 6.30 | 10.36 | 5.61 | 13.46 | 4.39 | 6.50 | 3.18 | 6.53 | 7.19 | 11.76 |
| Draw Down(%) | NA | 4.12 | 6.12 | 17.74 | 17.74 | NA | NA | … | … | 4.12 | 6.02 | 3.02 | 6.12 | 17.54 | 2.50 | 16.09 | 1.99 | 9.22 | 1.16 | 4.81 | 7.07 | 6.92 |
| Yield(%) | 0.00 | 4.55 | 4.07 | 4.02 | 4.21 | 3.20 | 2.40 | … | … | 0.00 | 4.70 | 3.60 | 3.70 | 4.27 | 5.91 | 5.20 | 3.47 | 2.09 | 2.55 | 2.10 | 1.57 | 4.59 |
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 |
|---|---|---|---|---|
| PHTMX (PRINCIPAL LIFETIME HYBRID 2015 FUND INSTITUTIONAL CLASS) |
0.24%
Apr 2021 – Apr 2024 |
2.48%
Sep 2017 – Sep 2022 |
4.73%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTMX (PRINCIPAL LIFETIME HYBRID 2015 FUND INSTITUTIONAL CLASS) |
11.66%
Dec 2018 – Dec 2021 |
8.43%
Feb 2016 – Feb 2021 |
6.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart