Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLRRX (PRINCIPAL LIFETIME HYBRID 2015 FUND R-6) | 4.63% | 12.53% | 9.88% | 4.38% | 6.23% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLRRX (PRINCIPAL LIFETIME HYBRID 2015 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 (%) | 0.24 | 12.53 | 9.88 | 4.38 | 6.23 | NA | NA | … | … | 4.63 | 10.48 | 7.54 | 11.09 | -13.64 | 8.19 | 11.84 | 15.17 | -4.50 | 11.88 | 6.47 | 1.71 |
| Sharpe Ratio | NA | 1.91 | 1.11 | 0.27 | 0.63 | NA | NA | … | … | 1.31 | 1.18 | 0.72 | 1.18 | -1.47 | 1.46 | 0.86 | 3.12 | -0.90 | 3.52 | 0.97 | 0.76 |
| Standard Deviation(%) | NA | 5.41 | 6.19 | 7.10 | 7.37 | NA | NA | … | … | 6.67 | 6.56 | 5.48 | 6.34 | 10.31 | 5.59 | 13.47 | 4.40 | 6.53 | 3.20 | 6.43 | 6.79 |
| Draw Down(%) | NA | 4.19 | 6.11 | 17.75 | 17.75 | NA | NA | … | … | 4.19 | 5.93 | 2.93 | 6.11 | 17.58 | 2.46 | 16.07 | 1.99 | 9.13 | 1.07 | 4.81 | 2.92 |
| Yield(%) | 0.00 | 4.57 | 4.10 | 4.03 | 4.22 | 3.04 | 2.28 | … | … | 0.00 | 4.73 | 3.63 | 3.73 | 4.29 | 5.93 | 5.21 | 3.49 | 2.09 | 2.54 | 2.10 | 1.60 |
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 |
|---|---|---|---|---|
| PLRRX (PRINCIPAL LIFETIME HYBRID 2015 FUND R-6) |
0.27%
Apr 2021 – Apr 2024 |
2.49%
Sep 2017 – Sep 2022 |
5.93%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLRRX (PRINCIPAL LIFETIME HYBRID 2015 FUND R-6) |
11.70%
Dec 2018 – Dec 2021 |
8.45%
Feb 2016 – Feb 2021 |
6.65%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart