Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTNX (PRINCIPAL LIFETIME HYBRID 2030 FUND INSTITUTIONAL CLASS) | 4.80% | 15.59% | 12.63% | 5.83% | 8.42% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTNX (PRINCIPAL LIFETIME HYBRID 2030 FUND INSTITUTIONAL CLASS) | 10/02/2014 | 06/05/2026 |
| 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 (%) | -1.57 | 15.59 | 12.63 | 5.83 | 8.42 | NA | NA | … | … | 4.80 | 13.16 | 10.43 | 14.92 | -16.76 | 13.88 | 14.74 | 20.92 | -7.30 | 16.81 | 7.90 | -0.18 | 4.09 |
| Sharpe Ratio | NA | 2.01 | 1.15 | 0.36 | 0.63 | NA | NA | … | … | 1.51 | 1.02 | 0.85 | 1.29 | -1.19 | 1.55 | 0.70 | 2.58 | -0.82 | 3.35 | 0.77 | -0.02 | 0.98 |
| Standard Deviation(%) | NA | 7.65 | 9.05 | 10.51 | 11.24 | NA | NA | … | … | 9.33 | 10.25 | 7.98 | 8.80 | 15.31 | 8.93 | 20.68 | 7.55 | 10.59 | 4.84 | 9.91 | 11.11 | 18.07 |
| Draw Down(%) | NA | 5.79 | 10.07 | 22.06 | 24.52 | NA | NA | … | … | 5.79 | 10.07 | 4.26 | 8.63 | 22.06 | 3.76 | 24.52 | 3.94 | 14.67 | 1.51 | 7.76 | 9.54 | 9.75 |
| Yield(%) | 0.00 | 4.87 | 4.24 | 4.38 | 5.09 | 3.87 | 2.90 | … | … | 0.00 | 5.05 | 3.37 | 3.80 | 6.20 | 5.87 | 4.85 | 4.32 | 3.36 | 2.86 | 2.44 | 1.65 | 4.79 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PHTNX (PRINCIPAL LIFETIME HYBRID 2030 FUND INSTITUTIONAL CLASS) |
1.17%
Apr 2021 – Apr 2024 |
3.20%
Mar 2015 – Mar 2020 |
6.46%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTNX (PRINCIPAL LIFETIME HYBRID 2030 FUND INSTITUTIONAL CLASS) |
16.47%
Dec 2018 – Dec 2021 |
11.52%
Oct 2016 – Oct 2021 |
9.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart