Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLMTX (PRINCIPAL LIFETIME HYBRID 2040 FUND R-6) | 8.96% | 22.59% | 16.67% | 8.30% | 10.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLMTX (PRINCIPAL LIFETIME HYBRID 2040 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 (%) | 0.50 | 22.59 | 16.67 | 8.30 | 10.38 | NA | NA | … | … | 8.96 | 15.82 | 13.57 | 18.27 | -17.92 | 17.10 | 15.42 | 23.96 | -8.56 | 19.16 | 8.77 | 5.45 |
| Sharpe Ratio | NA | 2.05 | 1.18 | 0.43 | 0.63 | NA | NA | … | … | 1.61 | 0.96 | 0.99 | 1.36 | -1.00 | 1.58 | 0.61 | 2.41 | -0.79 | 3.26 | 0.74 | 1.20 |
| Standard Deviation(%) | NA | 9.91 | 11.60 | 13.40 | 13.81 | NA | NA | … | … | 12.00 | 13.68 | 10.09 | 10.83 | 19.43 | 10.80 | 24.66 | 9.32 | 12.64 | 5.69 | 11.52 | 13.47 |
| Draw Down(%) | NA | 7.28 | 13.72 | 24.15 | 29.00 | NA | NA | … | … | 7.28 | 13.72 | 6.29 | 10.04 | 24.15 | 4.57 | 29.00 | 4.90 | 17.12 | 1.73 | 9.07 | 4.39 |
| Yield(%) | 0.00 | 4.87 | 4.36 | 4.51 | 5.44 | 4.04 | 3.03 | … | … | 0.00 | 5.09 | 3.59 | 3.63 | 6.74 | 5.64 | 4.29 | 4.61 | 3.91 | 2.75 | 2.52 | 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 |
|---|---|---|---|---|
| PLMTX (PRINCIPAL LIFETIME HYBRID 2040 FUND R-6) |
1.87%
Mar 2017 – Mar 2020 |
4.05%
Sep 2017 – Sep 2022 |
9.55%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLMTX (PRINCIPAL LIFETIME HYBRID 2040 FUND R-6) |
18.77%
Dec 2018 – Dec 2021 |
13.08%
Oct 2016 – Oct 2021 |
10.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart