Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTQX (PRINCIPAL LIFETIME HYBRID 2025 FUND INSTITUTIONAL CLASS) | 5.34% | 14.03% | 11.37% | 5.39% | 7.88% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTQX (PRINCIPAL LIFETIME HYBRID 2025 FUND INSTITUTIONAL CLASS) | 10/02/2014 | 06/12/2026 |
| 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 (%) | 1.19 | 14.03 | 11.37 | 5.39 | 7.88 | NA | NA | … | … | 5.34 | 11.66 | 9.29 | 13.23 | -15.18 | 11.94 | 13.62 | 19.24 | -6.54 | 15.23 | 7.50 | -0.17 | 3.71 |
| Sharpe Ratio | NA | 1.58 | 1.02 | 0.31 | 0.63 | NA | NA | … | … | 1.12 | 1.02 | 0.82 | 1.26 | -1.26 | 1.52 | 0.73 | 2.72 | -0.85 | 3.38 | 0.81 | -0.02 | 0.98 |
| Standard Deviation(%) | NA | 7.20 | 7.95 | 9.15 | 9.84 | NA | NA | … | … | 8.73 | 8.78 | 6.93 | 7.67 | 13.23 | 7.83 | 18.13 | 6.54 | 9.33 | 4.33 | 8.99 | 10.15 | 16.32 |
| Draw Down(%) | NA | 5.11 | 8.41 | 20.07 | 21.90 | NA | NA | … | … | 5.11 | 8.41 | 3.59 | 7.56 | 19.97 | 3.34 | 21.90 | 3.30 | 13.02 | 1.35 | 6.96 | 8.91 | 9.02 |
| Yield(%) | 0.00 | 5.08 | 4.33 | 4.27 | 4.80 | 3.63 | 2.72 | … | … | 0.00 | 5.32 | 3.56 | 3.84 | 5.34 | 5.60 | 4.69 | 3.84 | 3.07 | 2.61 | 2.02 | 1.76 | 4.82 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| PHTQX (PRINCIPAL LIFETIME HYBRID 2025 FUND INSTITUTIONAL CLASS) |
1.00%
Apr 2021 – Apr 2024 |
3.17%
Mar 2015 – Mar 2020 |
5.91%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTQX (PRINCIPAL LIFETIME HYBRID 2025 FUND INSTITUTIONAL CLASS) |
14.89%
Dec 2018 – Dec 2021 |
10.48%
Oct 2016 – Oct 2021 |
8.29%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart