Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTTX (PRINCIPAL LIFETIME HYBRID 2020 FUND INSTITUTIONAL CLASS) | 5.15% | 13.90% | 10.82% | 4.93% | 6.99% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTTX (PRINCIPAL LIFETIME HYBRID 2020 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 (%) | 0.31 | 13.90 | 10.82 | 4.93 | 6.99 | NA | NA | … | … | 5.15 | 9.52 | 8.50 | 12.06 | -14.36 | 9.94 | 12.63 | 17.17 | -5.44 | 13.52 | 7.02 | -0.23 | 3.27 |
| Sharpe Ratio | NA | 1.96 | 1.13 | 0.31 | 0.63 | NA | NA | … | … | 1.35 | 0.85 | 0.79 | 1.22 | -1.36 | 1.48 | 0.79 | 2.85 | -0.86 | 3.41 | 0.86 | -0.03 | 0.96 |
| Standard Deviation(%) | NA | 5.99 | 6.96 | 8.00 | 8.54 | NA | NA | … | … | 7.35 | 7.96 | 6.14 | 6.92 | 11.61 | 6.69 | 15.68 | 5.50 | 7.99 | 3.78 | 7.89 | 8.83 | 14.57 |
| Draw Down(%) | NA | 4.62 | 7.20 | 18.90 | 18.94 | NA | NA | … | … | 4.62 | 7.20 | 3.27 | 6.76 | 18.72 | 2.95 | 18.94 | 2.59 | 11.12 | 1.24 | 6.04 | 8.08 | 8.12 |
| Yield(%) | 0.00 | 6.25 | 4.72 | 4.60 | 4.83 | 3.66 | 2.75 | … | … | 0.00 | 6.48 | 3.52 | 3.75 | 5.63 | 6.21 | 5.09 | 3.54 | 3.06 | 2.78 | 2.26 | 1.60 | 4.68 |
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 |
|---|---|---|---|---|
| PHTTX (PRINCIPAL LIFETIME HYBRID 2020 FUND INSTITUTIONAL CLASS) |
0.61%
Apr 2021 – Apr 2024 |
2.94%
Sep 2017 – Sep 2022 |
5.32%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTTX (PRINCIPAL LIFETIME HYBRID 2020 FUND INSTITUTIONAL CLASS) |
13.21%
Dec 2018 – Dec 2021 |
9.46%
Feb 2016 – Feb 2021 |
7.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart