Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTHX (PRINCIPAL LIFETIME HYBRID 2060 FUND INSTITUTIONAL CLASS) | 11.14% | 27.34% | 19.45% | 10.00% | 11.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTHX (PRINCIPAL LIFETIME HYBRID 2060 FUND INSTITUTIONAL CLASS) | 10/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 27.34 | 19.45 | 10.00 | 11.84 | NA | NA | … | … | 11.14 | 18.28 | 15.79 | 20.28 | -18.52 | 20.04 | 16.11 | 26.45 | -9.93 | 21.33 | 9.67 | -0.20 | 4.83 |
| Sharpe Ratio | NA | 2.08 | 1.19 | 0.48 | 0.64 | NA | NA | … | … | 1.73 | 0.94 | 1.03 | 1.36 | -0.91 | 1.61 | 0.55 | 2.31 | -0.78 | 3.20 | 0.72 | -0.02 | 0.94 |
| Standard Deviation(%) | NA | 11.93 | 13.78 | 15.52 | 16.00 | NA | NA | … | … | 14.41 | 16.62 | 11.81 | 12.30 | 21.90 | 12.44 | 28.73 | 10.83 | 14.50 | 6.48 | 13.12 | 14.22 | 22.49 |
| Draw Down(%) | NA | 8.60 | 16.64 | 25.49 | 33.26 | NA | NA | … | … | 8.60 | 16.64 | 7.88 | 10.94 | 25.49 | 5.13 | 33.26 | 5.91 | 19.68 | 1.95 | 10.30 | 11.95 | 11.73 |
| Yield(%) | 0.00 | 4.79 | 4.25 | 4.16 | 5.21 | 3.98 | 2.99 | … | … | 0.00 | 5.03 | 3.50 | 3.23 | 5.94 | 4.48 | 3.26 | 4.49 | 3.00 | 2.78 | 2.40 | 1.62 | 4.73 |
Data as of 06/04/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTHX (PRINCIPAL LIFETIME HYBRID 2060 FUND INSTITUTIONAL CLASS) |
1.10%
Mar 2017 – Mar 2020 |
2.99%
Mar 2015 – Mar 2020 |
8.44%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTHX (PRINCIPAL LIFETIME HYBRID 2060 FUND INSTITUTIONAL CLASS) |
20.82%
Sep 2022 – Sep 2025 |
14.51%
Mar 2020 – Mar 2025 |
12.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart