Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLKTX (PRINCIPAL LIFETIME HYBRID 2060 FUND R-6) | 10.74% | 27.07% | 19.35% | 10.12% | 11.88% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLKTX (PRINCIPAL LIFETIME HYBRID 2060 FUND R-6) | 09/01/2015 | 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 27.07 | 19.35 | 10.12 | 11.88 | NA | NA | … | … | 10.74 | 18.27 | 15.84 | 20.31 | -18.47 | 20.07 | 16.07 | 26.61 | -10.00 | 21.40 | 9.66 | 4.66 |
| Sharpe Ratio | NA | 2.09 | 1.20 | 0.49 | 0.64 | NA | NA | … | … | 1.73 | 0.95 | 1.03 | 1.37 | -0.91 | 1.61 | 0.55 | 2.31 | -0.79 | 3.20 | 0.72 | 1.08 |
| Standard Deviation(%) | NA | 11.94 | 13.77 | 15.51 | 16.01 | NA | NA | … | … | 14.38 | 16.57 | 11.84 | 12.26 | 21.90 | 12.47 | 28.78 | 10.88 | 14.55 | 6.51 | 13.07 | 13.53 |
| Draw Down(%) | NA | 8.61 | 16.59 | 25.48 | 33.21 | NA | NA | … | … | 8.61 | 16.59 | 7.91 | 10.97 | 25.48 | 5.12 | 33.21 | 5.90 | 19.59 | 2.04 | 10.39 | 5.01 |
| Yield(%) | 0.00 | 4.81 | 4.27 | 4.20 | 5.24 | 3.85 | 2.89 | … | … | 0.00 | 5.04 | 3.52 | 3.24 | 5.94 | 4.47 | 3.25 | 4.48 | 2.99 | 2.78 | 2.39 | 1.69 |
Data as of 06/03/2026, Common starting date is 09/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLKTX (PRINCIPAL LIFETIME HYBRID 2060 FUND R-6) |
1.13%
Mar 2017 – Mar 2020 |
4.56%
Sep 2017 – Sep 2022 |
10.80%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLKTX (PRINCIPAL LIFETIME HYBRID 2060 FUND R-6) |
20.84%
Dec 2018 – Dec 2021 |
14.55%
Mar 2020 – Mar 2025 |
12.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart