Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLJEX (PRINCIPAL LIFETIME 2065 CLASS R-5) | 8.61% | 21.47% | 16.91% | 8.16% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLJEX (PRINCIPAL LIFETIME 2065 CLASS R-5) | 09/07/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 21.47 | 16.91 | 8.16 | NA | NA | NA | … | … | 8.61 | 13.00 | 12.93 | 20.05 | -19.00 | 17.91 | 16.56 | 27.08 | -9.39 | 7.36 |
| Sharpe Ratio | NA | 1.65 | 1.05 | 0.36 | NA | NA | NA | … | … | 1.34 | 0.62 | 0.83 | 1.34 | -0.92 | 1.42 | 0.56 | 2.31 | -0.75 | 4.83 |
| Standard Deviation(%) | NA | 11.78 | 13.41 | 15.40 | NA | NA | NA | … | … | 14.31 | 16.53 | 11.28 | 12.30 | 22.18 | 12.59 | 29.10 | 11.09 | 14.48 | 5.09 |
| Draw Down(%) | NA | 8.73 | 15.77 | 26.96 | NA | NA | NA | … | … | 8.73 | 15.77 | 7.06 | 10.91 | 26.27 | 5.97 | 34.16 | 5.86 | 19.34 | 1.43 |
| Yield(%) | 0.00 | 7.05 | 5.53 | 4.52 | 4.48 | 2.99 | 2.24 | … | … | 0.00 | 7.42 | 4.03 | 3.95 | 4.84 | 4.23 | 2.61 | 4.64 | 2.88 | 1.97 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PLJEX (PRINCIPAL LIFETIME 2065 CLASS R-5) |
2.46%
Apr 2021 – Apr 2024 |
5.09%
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 |
|---|---|---|---|---|
| PLJEX (PRINCIPAL LIFETIME 2065 CLASS R-5) |
20.43%
Dec 2018 – Dec 2021 |
13.93%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart