Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLNTX (PRINCIPAL LIFETIME HYBRID 2045 FUND R-6) | 9.99% | 24.88% | 18.11% | 9.19% | 11.07% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLNTX (PRINCIPAL LIFETIME HYBRID 2045 FUND R-6) | 09/01/2015 | 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 (%) | 0.58 | 24.88 | 18.11 | 9.19 | 11.07 | NA | NA | … | … | 9.99 | 16.48 | 14.82 | 19.45 | -18.28 | 18.37 | 15.88 | 24.78 | -9.03 | 19.92 | 9.06 | 4.25 |
| Sharpe Ratio | NA | 2.06 | 1.19 | 0.46 | 0.64 | NA | NA | … | … | 1.66 | 0.91 | 1.02 | 1.36 | -0.94 | 1.59 | 0.59 | 2.37 | -0.79 | 3.23 | 0.65 | 1.04 |
| Standard Deviation(%) | NA | 10.93 | 12.74 | 14.57 | 14.91 | NA | NA | … | … | 13.21 | 15.24 | 11.01 | 11.70 | 20.93 | 11.57 | 26.29 | 9.85 | 13.29 | 5.99 | 13.60 | 12.75 |
| Draw Down(%) | NA | 7.93 | 15.28 | 24.91 | 30.64 | NA | NA | … | … | 7.93 | 15.28 | 7.21 | 10.50 | 24.91 | 4.88 | 30.64 | 5.26 | 17.97 | 1.81 | 8.78 | 4.61 |
| Yield(%) | 0.00 | 5.36 | 4.60 | 4.68 | 5.59 | 4.10 | 3.07 | … | … | 0.00 | 5.61 | 3.66 | 3.57 | 7.20 | 5.40 | 3.87 | 4.39 | 4.03 | 2.61 | 2.17 | 1.71 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PLNTX (PRINCIPAL LIFETIME HYBRID 2045 FUND R-6) |
1.59%
Mar 2017 – Mar 2020 |
4.22%
Sep 2017 – Sep 2022 |
10.11%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLNTX (PRINCIPAL LIFETIME HYBRID 2045 FUND R-6) |
19.66%
Sep 2022 – Sep 2025 |
13.62%
Oct 2016 – Oct 2021 |
11.48%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart