Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLFTX (PRINCIPAL LIFETIME HYBRID 2025 FUND R-6) | 4.17% | 13.83% | 11.31% | 5.21% | 7.64% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLFTX (PRINCIPAL LIFETIME HYBRID 2025 FUND R-6) | 09/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 13.83 | 11.31 | 5.21 | 7.64 | NA | NA | … | … | 4.17 | 11.74 | 9.33 | 13.27 | -15.21 | 11.97 | 13.73 | 19.15 | -6.41 | 15.13 | 7.50 | 2.97 |
| Sharpe Ratio | NA | 1.60 | 1.02 | 0.29 | 0.61 | NA | NA | … | … | 0.88 | 1.03 | 0.83 | 1.27 | -1.26 | 1.52 | 0.74 | 2.71 | -0.84 | 3.30 | 0.81 | 0.96 |
| Standard Deviation(%) | NA | 6.99 | 7.87 | 9.10 | 9.83 | NA | NA | … | … | 8.51 | 8.79 | 6.89 | 7.63 | 13.21 | 7.84 | 18.18 | 6.51 | 9.31 | 4.40 | 9.03 | 9.55 |
| Draw Down(%) | NA | 5.04 | 8.41 | 20.04 | 21.81 | NA | NA | … | … | 5.04 | 8.41 | 3.59 | 7.48 | 19.96 | 3.34 | 21.81 | 3.30 | 13.01 | 1.41 | 7.06 | 3.61 |
| Yield(%) | 0.00 | 5.16 | 4.40 | 4.30 | 4.77 | 3.47 | 2.60 | … | … | 0.00 | 5.35 | 3.60 | 3.88 | 5.37 | 5.63 | 4.72 | 3.87 | 3.11 | 2.62 | 2.01 | 1.82 |
Data as of 06/05/2026, Common starting date is 09/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFTX (PRINCIPAL LIFETIME HYBRID 2025 FUND R-6) |
1.00%
Apr 2021 – Apr 2024 |
3.39%
Sep 2017 – Sep 2022 |
7.36%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFTX (PRINCIPAL LIFETIME HYBRID 2025 FUND R-6) |
14.91%
Dec 2018 – Dec 2021 |
10.50%
Oct 2016 – Oct 2021 |
8.32%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart