Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLHRX (PRINCIPAL LIFETIME HYBRID 2065 CLASS R-6) | 11.14% | 27.31% | 19.47% | 10.05% | 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 |
|---|---|---|
| PLHRX (PRINCIPAL LIFETIME HYBRID 2065 CLASS R-6) | 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 | 27.31 | 19.47 | 10.05 | NA | NA | NA | … | … | 11.14 | 19.88 | 15.91 | 20.31 | -18.47 | 20.20 | 16.58 | 31.45 | -13.13 | 7.56 |
| Sharpe Ratio | NA | 2.07 | 1.19 | 0.49 | NA | NA | NA | … | … | 1.72 | 1.04 | 1.04 | 1.37 | -0.91 | 1.63 | 0.51 | 2.65 | -0.97 | 4.91 |
| Standard Deviation(%) | NA | 11.97 | 13.78 | 15.52 | NA | NA | NA | … | … | 14.46 | 16.43 | 11.84 | 12.31 | 21.88 | 12.35 | 31.68 | 11.31 | 14.96 | 5.17 |
| Draw Down(%) | NA | 8.62 | 16.58 | 25.48 | NA | NA | NA | … | … | 8.62 | 16.58 | 7.90 | 10.86 | 25.48 | 5.13 | 33.47 | 5.86 | 22.53 | 1.33 |
| Yield(%) | 0.00 | 4.28 | 3.95 | 3.64 | 3.66 | 2.44 | 1.83 | … | … | 0.00 | 4.49 | 3.35 | 3.10 | 5.36 | 2.69 | 2.26 | 2.14 | 3.00 | 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 |
|---|---|---|---|---|
| PLHRX (PRINCIPAL LIFETIME HYBRID 2065 CLASS R-6) |
3.62%
Apr 2021 – Apr 2024 |
5.46%
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 |
|---|---|---|---|---|
| PLHRX (PRINCIPAL LIFETIME HYBRID 2065 CLASS R-6) |
22.59%
Dec 2018 – Dec 2021 |
14.73%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart