Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTJX (PRINCIPAL LIFETIME 2030 FUND CLASS J) | 5.63% | 14.76% | 12.14% | 2.33% | 6.22% | 6.37% | 5.42% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTJX (PRINCIPAL LIFETIME 2030 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 (%) | 0.40 | 14.76 | 12.14 | 2.33 | 6.22 | 6.37 | 5.42 | … | … | 5.63 | 13.06 | 8.92 | 14.92 | -23.08 | 5.86 | 9.50 | 22.18 | -7.54 | 18.21 | 5.62 | -1.21 | 5.62 | 18.86 | 15.20 | -2.51 | 15.22 | 28.30 | -36.65 | 3.19 | 14.71 | 9.07 | 11.92 | 22.15 | -11.03 | 0.72 |
| Sharpe Ratio | NA | 1.64 | 1.03 | -0.01 | 0.39 | NA | NA | … | … | 1.17 | 1.04 | 0.69 | 1.30 | -1.43 | 0.51 | 0.44 | 2.64 | -0.82 | 3.59 | 0.52 | -0.12 | 0.65 | 2.11 | 1.49 | -0.13 | 0.98 | 1.25 | -1.14 | 0.00 | 1.33 | 0.84 | 1.35 | 2.20 | -0.97 | 11.14 |
| Standard Deviation(%) | NA | 7.59 | 8.86 | 11.43 | 11.79 | NA | NA | … | … | 9.31 | 9.87 | 7.71 | 8.77 | 17.20 | 11.36 | 20.90 | 7.86 | 10.95 | 4.91 | 10.36 | 10.63 | 8.59 | 8.94 | 10.25 | 19.43 | 15.46 | 22.61 | 32.88 | 13.86 | 8.51 | 8.10 | 8.12 | 9.76 | 12.56 | 7.32 |
| Draw Down(%) | NA | 5.81 | 9.66 | 28.80 | 28.80 | NA | NA | … | … | 5.81 | 9.66 | 4.13 | 8.62 | 23.66 | 9.39 | 25.94 | 3.96 | 15.37 | 1.43 | 8.90 | 10.05 | 6.59 | 7.00 | 8.76 | 18.78 | 12.55 | 22.87 | 46.75 | 9.16 | 7.61 | 5.07 | 7.52 | 8.30 | 18.76 | 0.20 |
| Yield(%) | 0.00 | 9.48 | 7.09 | 3.96 | 5.17 | 5.50 | 4.72 | … | … | 0.00 | 9.88 | 6.20 | 4.54 | 1.40 | 2.47 | 1.73 | 7.30 | 6.84 | 6.37 | 3.90 | 8.30 | 6.51 | 3.40 | 2.17 | 1.88 | 1.95 | 2.56 | 3.99 | 5.00 | 3.17 | 1.96 | 2.71 | 0.74 | 0.00 | 0.52 |
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 |
|---|---|---|---|---|
| PLTJX (PRINCIPAL LIFETIME 2030 FUND CLASS J) |
-14.27%
Feb 2006 – Feb 2009 |
-5.47%
Feb 2004 – Feb 2009 |
3.27%
Oct 2013 – Oct 2023 |
3.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTJX (PRINCIPAL LIFETIME 2030 FUND CLASS J) |
22.69%
Feb 2009 – Feb 2012 |
18.76%
Feb 2009 – Feb 2014 |
11.78%
Feb 2009 – Feb 2019 |
8.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart