Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLRTX (PRINCIPAL LIFETIME HYBRID 2035 FUND R-6) | 7.40% | 19.70% | 14.70% | 7.24% | 9.52% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLRTX (PRINCIPAL LIFETIME HYBRID 2035 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 (%) | 0.42 | 19.70 | 14.70 | 7.24 | 9.52 | NA | NA | … | … | 7.40 | 14.20 | 11.82 | 16.45 | -17.31 | 15.67 | 15.06 | 22.78 | -7.88 | 18.03 | 8.41 | 3.70 |
| Sharpe Ratio | NA | 2.02 | 1.17 | 0.40 | 0.63 | NA | NA | … | … | 1.54 | 0.99 | 0.92 | 1.34 | -1.09 | 1.58 | 0.64 | 2.52 | -0.79 | 3.30 | 0.76 | 1.00 |
| Standard Deviation(%) | NA | 8.68 | 10.11 | 11.79 | 12.54 | NA | NA | … | … | 10.54 | 11.66 | 8.88 | 9.61 | 17.26 | 9.88 | 23.08 | 8.46 | 11.71 | 5.28 | 10.81 | 11.41 |
| Draw Down(%) | NA | 6.52 | 11.56 | 23.09 | 27.15 | NA | NA | … | … | 6.52 | 11.56 | 5.12 | 9.23 | 23.09 | 4.28 | 27.15 | 4.43 | 15.90 | 1.66 | 8.47 | 4.19 |
| Yield(%) | 0.00 | 5.01 | 4.42 | 4.50 | 5.27 | 3.83 | 2.87 | … | … | 0.00 | 5.21 | 3.62 | 3.82 | 6.44 | 5.53 | 4.40 | 4.41 | 3.55 | 2.66 | 2.13 | 1.70 |
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 |
|---|---|---|---|---|
| PLRTX (PRINCIPAL LIFETIME HYBRID 2035 FUND R-6) |
1.83%
Apr 2021 – Apr 2024 |
3.95%
Sep 2017 – Sep 2022 |
8.82%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLRTX (PRINCIPAL LIFETIME HYBRID 2035 FUND R-6) |
17.78%
Dec 2018 – Dec 2021 |
12.43%
Oct 2016 – Oct 2021 |
9.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart