Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTTX (PRINCIPAL LIFETIME HYBRID 2020 FUND R-6) | 5.15% | 13.94% | 10.85% | 4.94% | 7.02% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTTX (PRINCIPAL LIFETIME HYBRID 2020 FUND R-6) | 09/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 13.94 | 10.85 | 4.94 | 7.02 | NA | NA | … | … | 5.15 | 9.61 | 8.43 | 12.20 | -14.33 | 9.98 | 12.66 | 17.21 | -5.40 | 13.54 | 7.02 | 2.49 |
| Sharpe Ratio | NA | 1.94 | 1.12 | 0.31 | 0.64 | NA | NA | … | … | 1.35 | 0.86 | 0.77 | 1.24 | -1.35 | 1.50 | 0.79 | 2.88 | -0.85 | 3.47 | 0.86 | 0.91 |
| Standard Deviation(%) | NA | 6.03 | 7.02 | 8.07 | 8.56 | NA | NA | … | … | 7.38 | 8.00 | 6.25 | 6.96 | 11.71 | 6.65 | 15.66 | 5.47 | 7.99 | 3.73 | 7.90 | 8.31 |
| Draw Down(%) | NA | 4.62 | 7.20 | 18.79 | 18.94 | NA | NA | … | … | 4.62 | 7.20 | 3.35 | 6.76 | 18.64 | 2.87 | 18.94 | 2.59 | 11.11 | 1.24 | 6.04 | 3.30 |
| Yield(%) | 0.00 | 6.29 | 4.75 | 4.63 | 4.87 | 3.51 | 2.64 | … | … | 0.00 | 6.51 | 3.54 | 3.79 | 5.67 | 6.25 | 5.12 | 3.58 | 3.11 | 2.80 | 2.26 | 1.65 |
Data as of 06/04/2026, Common starting date is 09/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTTX (PRINCIPAL LIFETIME HYBRID 2020 FUND R-6) |
0.64%
Apr 2021 – Apr 2024 |
2.95%
Sep 2017 – Sep 2022 |
6.65%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTTX (PRINCIPAL LIFETIME HYBRID 2020 FUND R-6) |
13.24%
Dec 2018 – Dec 2021 |
9.48%
Feb 2016 – Feb 2021 |
7.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart