Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLHTX (PRINCIPAL LIFETIME HYBRID 2055 FUND R-6) | 10.79% | 27.09% | 19.36% | 10.13% | 11.77% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLHTX (PRINCIPAL LIFETIME HYBRID 2055 FUND R-6) | 09/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 27.09 | 19.36 | 10.13 | 11.77 | NA | NA | … | … | 10.79 | 18.04 | 15.81 | 20.31 | -18.43 | 19.77 | 15.76 | 26.22 | -9.82 | 21.02 | 9.55 | 4.54 |
| Sharpe Ratio | NA | 2.08 | 1.20 | 0.49 | 0.64 | NA | NA | … | … | 1.72 | 0.93 | 1.03 | 1.37 | -0.91 | 1.60 | 0.55 | 2.30 | -0.79 | 3.21 | 0.72 | 1.04 |
| Standard Deviation(%) | NA | 11.99 | 13.75 | 15.50 | 15.85 | NA | NA | … | … | 14.48 | 16.57 | 11.81 | 12.23 | 21.93 | 12.31 | 28.24 | 10.74 | 14.23 | 6.37 | 12.91 | 13.62 |
| Draw Down(%) | NA | 8.65 | 16.62 | 25.49 | 32.74 | NA | NA | … | … | 8.65 | 16.62 | 7.90 | 10.88 | 25.49 | 5.10 | 32.74 | 5.74 | 19.28 | 1.96 | 10.20 | 5.01 |
| Yield(%) | 0.00 | 5.05 | 4.43 | 4.50 | 5.49 | 4.02 | 3.02 | … | … | 0.00 | 5.29 | 3.60 | 3.36 | 6.78 | 4.91 | 3.47 | 4.22 | 4.00 | 2.59 | 2.16 | 1.68 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PLHTX (PRINCIPAL LIFETIME HYBRID 2055 FUND R-6) |
1.17%
Mar 2017 – Mar 2020 |
4.42%
Sep 2017 – Sep 2022 |
10.67%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLHTX (PRINCIPAL LIFETIME HYBRID 2055 FUND R-6) |
20.85%
Sep 2022 – Sep 2025 |
14.33%
Mar 2020 – Mar 2025 |
12.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart