Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLHHX (PRINCIPAL LIFETIME HYBRID 2065 INSTITUTIONAL CLASS) | 11.10% | 27.29% | 19.46% | 10.01% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLHHX (PRINCIPAL LIFETIME HYBRID 2065 INSTITUTIONAL CLASS) | 09/07/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 27.29 | 19.46 | 10.01 | NA | NA | NA | … | … | 11.10 | 18.83 | 15.78 | 20.33 | -18.54 | 20.30 | 16.50 | 27.02 | -10.20 | 7.56 |
| Sharpe Ratio | NA | 2.07 | 1.19 | 0.48 | NA | NA | NA | … | … | 1.72 | 0.98 | 1.03 | 1.36 | -0.91 | 1.62 | 0.55 | 2.32 | -0.80 | 5.02 |
| Standard Deviation(%) | NA | 11.98 | 13.80 | 15.54 | NA | NA | NA | … | … | 14.45 | 16.61 | 11.78 | 12.33 | 21.94 | 12.52 | 29.18 | 11.02 | 14.49 | 5.05 |
| Draw Down(%) | NA | 8.64 | 16.62 | 25.44 | NA | NA | NA | … | … | 8.64 | 16.62 | 7.91 | 10.94 | 25.44 | 5.13 | 33.47 | 5.88 | 19.87 | 1.24 |
| Yield(%) | 0.00 | 4.28 | 3.95 | 3.64 | 3.66 | 2.44 | 1.83 | … | … | 0.00 | 4.49 | 3.36 | 3.10 | 5.37 | 2.69 | 2.27 | 2.07 | 3.01 | 1.98 |
Data as of 06/04/2026, Common starting date is 09/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLHHX (PRINCIPAL LIFETIME HYBRID 2065 INSTITUTIONAL CLASS) |
3.60%
Apr 2021 – Apr 2024 |
5.42%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLHHX (PRINCIPAL LIFETIME HYBRID 2065 INSTITUTIONAL CLASS) |
21.19%
Dec 2018 – Dec 2021 |
14.69%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart