Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTQX (PRINCIPAL LIFETIME HYBRID 2040 FUND INSTITUTIONAL CLASS) | 8.61% | 22.35% | 16.51% | 8.35% | 10.35% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTQX (PRINCIPAL LIFETIME HYBRID 2040 FUND INSTITUTIONAL CLASS) | 10/02/2014 | 06/03/2026 |
| 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 (%) | 0.51 | 22.35 | 16.51 | 8.35 | 10.35 | NA | NA | … | … | 8.61 | 15.78 | 13.48 | 18.17 | -17.90 | 17.09 | 15.42 | 23.85 | -8.59 | 19.17 | 8.67 | -0.10 | 4.56 |
| Sharpe Ratio | NA | 2.03 | 1.17 | 0.43 | 0.63 | NA | NA | … | … | 1.61 | 0.96 | 0.98 | 1.35 | -1.00 | 1.58 | 0.61 | 2.44 | -0.80 | 3.28 | 0.74 | -0.01 | 0.96 |
| Standard Deviation(%) | NA | 9.95 | 11.61 | 13.39 | 13.81 | NA | NA | … | … | 12.03 | 13.71 | 10.06 | 10.83 | 19.40 | 10.81 | 24.79 | 9.17 | 12.56 | 5.67 | 11.46 | 12.92 | 20.78 |
| Draw Down(%) | NA | 7.29 | 13.75 | 24.18 | 29.05 | NA | NA | … | … | 7.29 | 13.75 | 6.30 | 9.98 | 24.18 | 4.55 | 29.05 | 4.91 | 17.13 | 1.74 | 9.07 | 10.79 | 10.92 |
| Yield(%) | 0.00 | 4.85 | 4.33 | 4.52 | 5.43 | 4.11 | 3.08 | … | … | 0.00 | 5.05 | 3.56 | 3.60 | 6.73 | 5.61 | 4.26 | 4.59 | 3.88 | 2.74 | 2.52 | 1.62 | 4.76 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PLTQX (PRINCIPAL LIFETIME HYBRID 2040 FUND INSTITUTIONAL CLASS) |
1.81%
Mar 2017 – Mar 2020 |
3.15%
Mar 2015 – Mar 2020 |
7.53%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTQX (PRINCIPAL LIFETIME HYBRID 2040 FUND INSTITUTIONAL CLASS) |
18.73%
Dec 2018 – Dec 2021 |
13.02%
Oct 2016 – Oct 2021 |
10.76%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart