Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLJCX (PRINCIPAL LIFETIME 2065 CLASS R-3) | 8.91% | 21.45% | 16.70% | 7.76% | 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 |
|---|---|---|
| PLJCX (PRINCIPAL LIFETIME 2065 CLASS R-3) | 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 (%) | 0.60 | 21.45 | 16.70 | 7.76 | NA | NA | NA | … | … | 8.91 | 12.62 | 12.69 | 19.66 | -19.30 | 17.54 | 16.30 | 26.71 | -9.80 | 7.26 |
| Sharpe Ratio | NA | 1.61 | 1.02 | 0.34 | NA | NA | NA | … | … | 1.32 | 0.60 | 0.81 | 1.31 | -0.94 | 1.39 | 0.55 | 2.27 | -0.77 | 4.68 |
| Standard Deviation(%) | NA | 11.83 | 13.39 | 15.41 | NA | NA | NA | … | … | 14.36 | 16.51 | 11.26 | 12.32 | 22.20 | 12.56 | 29.05 | 11.11 | 14.50 | 5.17 |
| Draw Down(%) | NA | 8.77 | 15.78 | 27.17 | NA | NA | NA | … | … | 8.77 | 15.78 | 7.04 | 10.89 | 26.48 | 5.93 | 34.19 | 5.79 | 19.62 | 1.43 |
| Yield(%) | 0.00 | 6.77 | 5.21 | 4.24 | 4.18 | 2.79 | 2.09 | … | … | 0.00 | 7.12 | 3.67 | 3.69 | 4.61 | 3.99 | 2.12 | 4.30 | 2.68 | 1.97 |
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 |
|---|---|---|---|---|
| PLJCX (PRINCIPAL LIFETIME 2065 CLASS R-3) |
2.14%
Apr 2021 – Apr 2024 |
4.75%
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 |
|---|---|---|---|---|
| PLJCX (PRINCIPAL LIFETIME 2065 CLASS R-3) |
20.10%
Dec 2018 – Dec 2021 |
13.58%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart