Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLSJX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS J) | 3.82% | 10.65% | 9.00% | 2.07% | 3.91% | 3.93% | 3.38% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLSJX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS J) | 12/26/2001 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 10.65 | 9.00 | 2.07 | 3.91 | 3.93 | 3.38 | … | … | 3.82 | 8.35 | 1.85 | 10.66 | -15.37 | -0.53 | 8.03 | 12.60 | -3.36 | 8.56 | 4.59 | -1.18 | 4.19 | 5.06 | 9.11 | 3.18 | 10.64 | 17.89 | -22.69 | -1.83 | 5.55 | 2.55 | 9.15 | 13.98 | -2.69 | 0.55 |
| Sharpe Ratio | NA | 1.61 | 0.99 | -0.06 | 0.37 | NA | NA | … | … | 1.02 | 0.85 | -0.74 | 1.05 | -1.68 | -0.08 | 0.91 | 3.99 | -1.12 | 3.89 | 1.21 | -0.32 | 1.39 | 1.36 | 3.12 | 0.60 | 1.98 | 2.12 | -2.01 | -0.92 | 0.56 | 0.10 | 1.61 | 2.56 | -0.66 | 15.33 |
| Standard Deviation(%) | NA | 5.29 | 6.04 | 7.24 | 6.16 | NA | NA | … | … | 6.51 | 6.60 | 6.44 | 6.17 | 10.04 | 6.64 | 8.52 | 2.81 | 4.20 | 2.05 | 3.61 | 3.73 | 2.99 | 3.69 | 2.93 | 5.21 | 5.33 | 8.38 | 11.70 | 5.28 | 4.08 | 3.74 | 5.11 | 5.19 | 5.77 | 3.72 |
| Draw Down(%) | NA | 4.33 | 5.96 | 21.88 | 21.88 | NA | NA | … | … | 4.33 | 5.92 | 6.85 | 5.96 | 17.45 | 6.98 | 12.50 | 0.99 | 6.33 | 0.82 | 2.33 | 4.88 | 2.45 | 4.67 | 2.42 | 5.42 | 3.87 | 11.29 | 28.51 | 4.00 | 2.31 | 2.37 | 5.87 | 3.55 | 7.61 | 0.00 |
| Yield(%) | 0.00 | 5.70 | 4.55 | 3.13 | 3.79 | 3.49 | 3.16 | … | … | 0.00 | 5.90 | 4.71 | 2.68 | 2.17 | 2.58 | 2.02 | 5.63 | 6.71 | 4.74 | 2.35 | 1.75 | 1.88 | 1.96 | 2.42 | 2.60 | 2.98 | 3.81 | 4.84 | 5.31 | 0.00 | 0.00 | 2.15 | 0.93 | 0.30 | 0.84 |
Data as of 06/04/2026, Common starting date is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSJX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS J) |
-9.36%
Feb 2006 – Feb 2009 |
-4.17%
Feb 2004 – Feb 2009 |
1.66%
Oct 2013 – Oct 2023 |
1.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSJX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS J) |
14.85%
Feb 2009 – Feb 2012 |
11.18%
Feb 2009 – Feb 2014 |
6.98%
Feb 2009 – Feb 2019 |
5.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart