Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTAX (PRINCIPAL LIFETIME 2060 FUND CLASS J) | 6.02% | 18.41% | 15.92% | 7.40% | 10.47% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTAX (PRINCIPAL LIFETIME 2060 FUND CLASS J) | 03/05/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.13 | 18.41 | 15.92 | 7.40 | 10.47 | NA | NA | … | … | 6.02 | 11.48 | 12.93 | 19.92 | -19.10 | 17.61 | 16.15 | 27.02 | -9.47 | 22.28 | 5.30 | -1.05 | 4.49 | 19.25 |
| Sharpe Ratio | NA | 1.64 | 1.04 | 0.36 | 0.57 | NA | NA | … | … | 1.33 | 0.52 | 0.84 | 1.33 | -0.93 | 1.40 | 0.55 | 2.30 | -0.75 | 3.38 | 0.38 | -0.08 | 0.42 | 2.06 |
| Standard Deviation(%) | NA | 11.82 | 13.36 | 15.40 | 15.97 | NA | NA | … | … | 14.35 | 16.90 | 11.12 | 12.30 | 22.23 | 12.54 | 28.76 | 11.12 | 14.49 | 6.42 | 13.31 | 13.50 | 10.59 | 11.46 |
| Draw Down(%) | NA | 8.70 | 15.77 | 27.05 | 33.97 | NA | NA | … | … | 8.70 | 15.77 | 6.57 | 10.91 | 26.38 | 5.94 | 33.97 | 5.85 | 19.47 | 1.93 | 11.64 | 12.16 | 8.07 | 8.07 |
| Yield(%) | 0.00 | 8.36 | 6.44 | 5.33 | 6.47 | 5.61 | 4.21 | … | … | 0.00 | 8.80 | 4.84 | 4.40 | 6.05 | 5.65 | 3.70 | 6.74 | 4.57 | 2.91 | 3.30 | 2.92 | 2.69 | 2.05 |
Data as of 06/05/2026, Common starting date is 03/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTAX (PRINCIPAL LIFETIME 2060 FUND CLASS J) |
1.15%
Mar 2017 – Mar 2020 |
2.18%
Mar 2015 – Mar 2020 |
6.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTAX (PRINCIPAL LIFETIME 2060 FUND CLASS J) |
20.17%
Dec 2018 – Dec 2021 |
14.42%
Oct 2016 – Oct 2021 |
11.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart