Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLFJX (PRINCIPAL LIFETIME 2020 FUND CLASS J) | 4.33% | 11.84% | 9.96% | 1.40% | 4.86% | 5.28% | 4.66% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLFJX (PRINCIPAL LIFETIME 2020 FUND CLASS J) | 12/26/2001 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 11.84 | 9.96 | 1.40 | 4.86 | 5.28 | 4.66 | … | … | 4.33 | 11.17 | 7.32 | 11.98 | -20.14 | 1.97 | 8.30 | 18.30 | -5.90 | 14.79 | 5.60 | -1.43 | 5.27 | 15.62 | 14.31 | -1.47 | 14.77 | 26.87 | -34.02 | 1.96 | 13.94 | 8.55 | 11.57 | 20.52 | -7.82 | 0.65 |
| Sharpe Ratio | NA | 1.60 | 1.00 | -0.12 | 0.36 | NA | NA | … | … | 1.06 | 1.12 | 0.61 | 1.21 | -1.59 | 0.20 | 0.51 | 2.95 | -0.87 | 3.75 | 0.65 | -0.17 | 0.74 | 2.02 | 1.64 | -0.09 | 1.10 | 1.35 | -1.20 | -0.10 | 1.39 | 0.87 | 1.46 | 2.39 | -0.88 | 10.59 |
| Standard Deviation(%) | NA | 5.97 | 6.90 | 9.20 | 9.17 | NA | NA | … | … | 7.31 | 7.43 | 6.07 | 6.96 | 13.65 | 9.86 | 15.60 | 5.71 | 8.37 | 3.79 | 8.27 | 8.64 | 7.07 | 7.71 | 8.78 | 16.92 | 13.36 | 19.79 | 29.07 | 12.34 | 7.58 | 7.19 | 7.27 | 8.30 | 10.14 | 6.76 |
| Draw Down(%) | NA | 4.72 | 7.05 | 26.26 | 26.26 | NA | NA | … | … | 4.72 | 7.03 | 3.25 | 6.78 | 20.60 | 9.11 | 20.39 | 2.76 | 11.92 | 1.12 | 7.13 | 8.66 | 5.53 | 6.60 | 7.27 | 16.47 | 10.48 | 21.12 | 43.74 | 8.24 | 6.24 | 4.50 | 7.44 | 6.62 | 14.94 | 0.20 |
| Yield(%) | 0.00 | 9.75 | 7.64 | 4.35 | 5.23 | 5.36 | 4.67 | … | … | 0.00 | 10.12 | 7.45 | 5.34 | 1.94 | 2.47 | 1.94 | 9.34 | 6.30 | 6.07 | 3.68 | 7.73 | 5.97 | 3.00 | 2.29 | 1.95 | 2.45 | 2.94 | 4.37 | 4.91 | 3.34 | 2.07 | 2.94 | 1.16 | 0.40 | 0.45 |
Data as of 06/04/2026, Common starting date is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFJX (PRINCIPAL LIFETIME 2020 FUND CLASS J) |
-13.20%
Feb 2006 – Feb 2009 |
-4.98%
Feb 2004 – Feb 2009 |
2.54%
Oct 2013 – Oct 2023 |
2.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFJX (PRINCIPAL LIFETIME 2020 FUND CLASS J) |
21.69%
Feb 2009 – Feb 2012 |
17.49%
Feb 2009 – Feb 2014 |
10.81%
Feb 2009 – Feb 2019 |
7.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart