Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTYX (PRINCIPAL LIFETIME HYBRID INCOME FUND R-6) | 4.56% | 12.50% | 9.80% | 4.22% | 5.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTYX (PRINCIPAL LIFETIME HYBRID INCOME 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 (%) | 0.17 | 12.50 | 9.80 | 4.22 | 5.11 | NA | NA | … | … | 4.56 | 10.48 | 7.39 | 10.77 | -13.16 | 5.15 | 10.11 | 11.91 | -2.75 | 7.61 | 4.80 | 0.47 |
| Sharpe Ratio | NA | 1.90 | 1.10 | 0.25 | 0.57 | NA | NA | … | … | 1.27 | 1.19 | 0.69 | 1.16 | -1.50 | 1.27 | 0.96 | 4.07 | -1.08 | 3.43 | 1.29 | 0.39 |
| Standard Deviation(%) | NA | 5.41 | 6.14 | 6.81 | 6.14 | NA | NA | … | … | 6.70 | 6.51 | 5.45 | 6.20 | 9.75 | 4.05 | 10.20 | 2.57 | 3.86 | 2.04 | 3.56 | 3.43 |
| Draw Down(%) | NA | 4.18 | 6.02 | 17.30 | 17.30 | NA | NA | … | … | 4.18 | 5.87 | 2.94 | 6.02 | 17.10 | 2.27 | 11.22 | 0.86 | 5.35 | 0.99 | 2.36 | 1.83 |
| Yield(%) | 0.00 | 4.69 | 4.10 | 3.97 | 3.80 | 2.70 | 2.03 | … | … | 0.00 | 4.85 | 3.36 | 3.87 | 4.32 | 5.57 | 5.16 | 3.21 | 1.97 | 2.55 | 1.46 | 1.50 |
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 |
|---|---|---|---|---|
| PLTYX (PRINCIPAL LIFETIME HYBRID INCOME FUND R-6) |
-0.84%
Oct 2020 – Oct 2023 |
1.32%
Sep 2017 – Sep 2022 |
4.74%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTYX (PRINCIPAL LIFETIME HYBRID INCOME FUND R-6) |
10.68%
Sep 2022 – Sep 2025 |
6.28%
Dec 2016 – Dec 2021 |
5.31%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart