Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLJDX (PRINCIPAL LIFETIME 2065 CLASS R-4) | NA | 19.55% | 1.68% | 7.31% | 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 |
|---|---|---|
| PLJDX (PRINCIPAL LIFETIME 2065 CLASS R-4) | 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 (%) | 1.28 | 19.55 | 1.68 | 7.31 | NA | NA | NA | … | … | 16.13 | 16.40 | -23.77 | 16.58 | 15.37 | 26.91 | -9.61 | 7.36 |
| Sharpe Ratio | NA | 1.10 | -0.19 | 0.26 | NA | NA | NA | … | … | 0.98 | 0.96 | -1.11 | 1.30 | 0.52 | 2.30 | -0.76 | 4.90 |
| Standard Deviation(%) | NA | 11.52 | 16.66 | 19.06 | NA | NA | NA | … | … | 11.21 | 12.77 | 22.79 | 12.72 | 29.17 | 11.07 | 14.46 | 5.03 |
| Draw Down(%) | NA | 7.02 | 26.47 | 34.19 | NA | NA | NA | … | … | 7.02 | 10.87 | 26.33 | 6.18 | 34.19 | 5.78 | 19.43 | 1.43 |
| Yield(%) | 0.00 | 0.34 | 0.98 | 1.76 | 1.50 | 1.00 | 0.75 | … | … | 0.00 | 0.38 | 0.09 | 2.98 | 1.41 | 4.42 | 2.85 | 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 |
|---|---|---|---|---|
| PLJDX (PRINCIPAL LIFETIME 2065 CLASS R-4) |
-0.98%
Apr 2021 – Apr 2024 |
3.30%
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 |
|---|---|---|---|---|
| PLJDX (PRINCIPAL LIFETIME 2065 CLASS R-4) |
19.51%
Dec 2018 – Dec 2021 |
8.66%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart