Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLJTX (PRINCIPAL LIFETIME HYBRID 2050 FUND R-6) | 10.83% | 26.80% | 19.29% | 9.89% | 11.58% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLJTX (PRINCIPAL LIFETIME HYBRID 2050 FUND R-6) | 08/25/2015 | 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 26.80 | 19.29 | 9.89 | 11.58 | NA | NA | … | … | 10.83 | 17.52 | 15.84 | 20.33 | -18.46 | 19.11 | 15.97 | 25.60 | -9.46 | 20.61 | 9.18 | 6.12 |
| Sharpe Ratio | NA | 2.08 | 1.19 | 0.48 | 0.64 | NA | NA | … | … | 1.71 | 0.90 | 1.04 | 1.36 | -0.91 | 1.60 | 0.57 | 2.35 | -0.79 | 3.19 | 0.71 | 1.24 |
| Standard Deviation(%) | NA | 11.74 | 13.67 | 15.45 | 15.57 | NA | NA | … | … | 14.14 | 16.51 | 11.78 | 12.33 | 21.96 | 11.95 | 27.40 | 10.26 | 13.83 | 6.27 | 12.62 | 14.72 |
| Draw Down(%) | NA | 8.46 | 16.48 | 25.49 | 31.76 | NA | NA | … | … | 8.46 | 16.48 | 7.87 | 10.88 | 25.49 | 5.06 | 31.76 | 5.48 | 18.74 | 1.89 | 9.99 | 4.81 |
| Yield(%) | 0.00 | 5.33 | 4.59 | 4.65 | 5.68 | 4.23 | 3.17 | … | … | 0.00 | 5.59 | 3.63 | 3.48 | 7.06 | 5.29 | 3.76 | 4.95 | 3.88 | 2.81 | 2.64 | 1.71 |
Data as of 06/04/2026, Common starting date is 08/25/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLJTX (PRINCIPAL LIFETIME HYBRID 2050 FUND R-6) |
1.41%
Mar 2017 – Mar 2020 |
4.30%
Sep 2017 – Sep 2022 |
10.53%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLJTX (PRINCIPAL LIFETIME HYBRID 2050 FUND R-6) |
20.78%
Sep 2022 – Sep 2025 |
14.00%
Mar 2020 – Mar 2025 |
11.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart