Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTUX (PRINCIPAL LIFETIME HYBRID 2050 FUND INSTITUTIONAL CLASS) | 7.62% | 23.32% | 18.10% | 9.23% | 11.24% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTUX (PRINCIPAL LIFETIME HYBRID 2050 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 (%) | -2.26 | 23.32 | 18.10 | 9.23 | 11.24 | NA | NA | … | … | 7.62 | 17.45 | 15.81 | 20.31 | -18.48 | 19.09 | 15.94 | 25.58 | -9.46 | 20.49 | 9.29 | -0.11 | 4.74 |
| Sharpe Ratio | NA | 2.08 | 1.19 | 0.48 | 0.64 | NA | NA | … | … | 1.71 | 0.90 | 1.03 | 1.36 | -0.91 | 1.60 | 0.57 | 2.34 | -0.79 | 3.22 | 0.72 | -0.01 | 0.92 |
| Standard Deviation(%) | NA | 11.72 | 13.68 | 15.44 | 15.57 | NA | NA | … | … | 14.05 | 16.50 | 11.83 | 12.32 | 21.94 | 11.93 | 27.45 | 10.30 | 13.80 | 6.20 | 12.55 | 14.13 | 22.45 |
| Draw Down(%) | NA | 8.47 | 16.49 | 25.50 | 31.76 | NA | NA | … | … | 8.47 | 16.49 | 7.87 | 10.95 | 25.50 | 5.06 | 31.76 | 5.56 | 18.67 | 1.89 | 9.99 | 11.60 | 11.73 |
| Yield(%) | 0.00 | 5.31 | 4.56 | 4.62 | 5.65 | 4.28 | 3.21 | … | … | 0.00 | 5.56 | 3.60 | 3.45 | 7.04 | 5.26 | 3.73 | 4.93 | 3.87 | 2.81 | 2.63 | 1.61 | 4.74 |
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 |
|---|---|---|---|---|
| PHTUX (PRINCIPAL LIFETIME HYBRID 2050 FUND INSTITUTIONAL CLASS) |
1.37%
Mar 2017 – Mar 2020 |
3.03%
Mar 2015 – Mar 2020 |
8.21%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTUX (PRINCIPAL LIFETIME HYBRID 2050 FUND INSTITUTIONAL CLASS) |
20.76%
Sep 2022 – Sep 2025 |
14.00%
Mar 2020 – Mar 2025 |
11.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart