Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTYX (PRINCIPAL LIFETIME HYBRID 2045 FUND INSTITUTIONAL CLASS) | 9.67% | 24.65% | 17.96% | 9.26% | 11.05% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTYX (PRINCIPAL LIFETIME HYBRID 2045 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 (%) | 0.58 | 24.65 | 17.96 | 9.26 | 11.05 | NA | NA | … | … | 9.67 | 16.44 | 14.81 | 19.35 | -18.26 | 18.37 | 15.78 | 24.78 | -9.06 | 19.83 | 9.06 | -0.39 | 4.75 |
| Sharpe Ratio | NA | 2.07 | 1.19 | 0.46 | 0.64 | NA | NA | … | … | 1.66 | 0.91 | 1.02 | 1.35 | -0.94 | 1.59 | 0.59 | 2.36 | -0.79 | 3.23 | 0.73 | -0.03 | 0.96 |
| Standard Deviation(%) | NA | 10.91 | 12.71 | 14.58 | 14.83 | NA | NA | … | … | 13.24 | 15.21 | 10.96 | 11.70 | 20.99 | 11.54 | 26.28 | 9.88 | 13.25 | 5.96 | 12.19 | 13.57 | 21.69 |
| Draw Down(%) | NA | 7.95 | 15.25 | 24.94 | 30.61 | NA | NA | … | … | 7.95 | 15.25 | 7.16 | 10.51 | 24.94 | 4.88 | 30.61 | 5.27 | 17.99 | 1.81 | 9.61 | 11.26 | 11.37 |
| Yield(%) | 0.00 | 5.35 | 4.57 | 4.70 | 5.59 | 4.21 | 3.16 | … | … | 0.00 | 5.59 | 3.63 | 3.55 | 7.18 | 5.37 | 3.84 | 4.38 | 4.02 | 2.61 | 2.17 | 1.63 | 4.75 |
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 |
|---|---|---|---|---|
| PHTYX (PRINCIPAL LIFETIME HYBRID 2045 FUND INSTITUTIONAL CLASS) |
1.58%
Mar 2017 – Mar 2020 |
3.08%
Mar 2015 – Mar 2020 |
7.92%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTYX (PRINCIPAL LIFETIME HYBRID 2045 FUND INSTITUTIONAL CLASS) |
19.64%
Sep 2022 – Sep 2025 |
13.58%
Oct 2016 – Oct 2021 |
11.41%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart