Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTNX (PRINCIPAL LIFETIME HYBRID 2055 FUND INSTITUTIONAL CLASS) | 11.13% | 27.34% | 19.47% | 10.01% | 11.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTNX (PRINCIPAL LIFETIME HYBRID 2055 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 (%) | 0.63 | 27.34 | 19.47 | 10.01 | 11.72 | NA | NA | … | … | 11.13 | 18.01 | 15.81 | 20.33 | -18.49 | 19.70 | 15.78 | 26.16 | -9.82 | 21.04 | 9.44 | -0.21 | 4.83 |
| Sharpe Ratio | NA | 2.08 | 1.19 | 0.48 | 0.64 | NA | NA | … | … | 1.72 | 0.93 | 1.03 | 1.37 | -0.91 | 1.60 | 0.55 | 2.31 | -0.79 | 3.19 | 0.71 | -0.02 | 0.94 |
| Standard Deviation(%) | NA | 11.97 | 13.79 | 15.52 | 15.87 | NA | NA | … | … | 14.45 | 16.66 | 11.82 | 12.29 | 21.91 | 12.28 | 28.28 | 10.68 | 14.28 | 6.41 | 12.95 | 14.42 | 22.49 |
| Draw Down(%) | NA | 8.66 | 16.66 | 25.48 | 32.71 | NA | NA | … | … | 8.66 | 16.66 | 7.92 | 10.90 | 25.48 | 5.06 | 32.71 | 5.74 | 19.29 | 1.96 | 10.30 | 11.95 | 11.73 |
| Yield(%) | 0.00 | 5.03 | 4.40 | 4.45 | 5.44 | 4.14 | 3.11 | … | … | 0.00 | 5.27 | 3.57 | 3.33 | 6.77 | 4.90 | 3.47 | 4.23 | 4.00 | 2.59 | 2.17 | 1.61 | 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 |
|---|---|---|---|---|
| PLTNX (PRINCIPAL LIFETIME HYBRID 2055 FUND INSTITUTIONAL CLASS) |
1.15%
Mar 2017 – Mar 2020 |
2.97%
Mar 2015 – Mar 2020 |
8.32%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTNX (PRINCIPAL LIFETIME HYBRID 2055 FUND INSTITUTIONAL CLASS) |
20.80%
Sep 2022 – Sep 2025 |
14.28%
Mar 2020 – Mar 2025 |
12.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart