Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLJAX (PRINCIPAL LIFETIME 2065 CLASS R-1) | NA | 19.42% | 1.38% | 6.94% | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 09/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLJAX (PRINCIPAL LIFETIME 2065 CLASS R-1) | 09/07/2017 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 19.42 | 1.38 | 6.94 | NA | NA | NA | … | … | 15.58 | 16.31 | -23.94 | 15.96 | 14.91 | 26.28 | -10.06 | 7.16 |
| Sharpe Ratio | NA | 1.09 | -0.20 | 0.24 | NA | NA | NA | … | … | 0.93 | 0.96 | -1.12 | 1.25 | 0.50 | 2.27 | -0.79 | 4.77 |
| Standard Deviation(%) | NA | 11.50 | 16.63 | 19.04 | NA | NA | NA | … | … | 11.22 | 12.70 | 22.77 | 12.71 | 29.17 | 10.97 | 14.41 | 5.01 |
| Draw Down(%) | NA | 7.10 | 26.86 | 34.25 | NA | NA | NA | … | … | 7.10 | 11.01 | 26.66 | 6.30 | 34.25 | 5.90 | 19.75 | 1.43 |
| Yield(%) | 0.00 | 0.19 | 0.84 | 1.51 | 1.32 | 0.88 | 0.66 | … | … | 0.00 | 0.22 | 0.05 | 2.67 | 1.07 | 3.93 | 2.52 | 1.97 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PLJAX (PRINCIPAL LIFETIME 2065 CLASS R-1) |
-1.24%
Apr 2021 – Apr 2024 |
2.85%
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 |
|---|---|---|---|---|
| PLJAX (PRINCIPAL LIFETIME 2065 CLASS R-1) |
18.94%
Dec 2018 – Dec 2021 |
8.28%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart