Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTZX (PRINCIPAL LIFETIME 2060 FUND INSTITUTIONAL CLASS) | 9.19% | 22.24% | 17.40% | 8.38% | 11.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTZX (PRINCIPAL LIFETIME 2060 FUND INSTITUTIONAL CLASS) | 03/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 22.24 | 17.40 | 8.38 | 11.17 | NA | NA | … | … | 9.19 | 11.89 | 13.28 | 20.36 | -18.81 | 18.12 | 16.60 | 27.51 | -9.22 | 22.69 | 5.68 | -0.80 | 4.73 | 19.67 |
| Sharpe Ratio | NA | 1.67 | 1.07 | 0.38 | 0.60 | NA | NA | … | … | 1.36 | 0.55 | 0.86 | 1.37 | -0.91 | 1.44 | 0.57 | 2.35 | -0.73 | 3.41 | 0.41 | -0.06 | 0.44 | 2.10 |
| Standard Deviation(%) | NA | 11.80 | 13.40 | 15.41 | 15.99 | NA | NA | … | … | 14.36 | 16.85 | 11.29 | 12.31 | 22.23 | 12.53 | 28.80 | 11.10 | 14.55 | 6.48 | 13.28 | 13.52 | 10.62 | 11.52 |
| Draw Down(%) | NA | 8.70 | 15.73 | 26.79 | 34.01 | NA | NA | … | … | 8.70 | 15.73 | 7.05 | 10.80 | 26.13 | 5.93 | 34.01 | 5.81 | 19.24 | 1.92 | 11.51 | 12.03 | 8.11 | 8.07 |
| Yield(%) | 0.00 | 8.61 | 6.76 | 5.59 | 6.86 | 5.98 | 4.49 | … | … | 0.00 | 9.07 | 5.14 | 4.77 | 6.30 | 5.99 | 4.01 | 7.07 | 4.90 | 3.23 | 3.60 | 3.16 | 2.86 | 2.17 |
Data as of 06/04/2026, Common starting date is 03/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTZX (PRINCIPAL LIFETIME 2060 FUND INSTITUTIONAL CLASS) |
1.52%
Mar 2017 – Mar 2020 |
2.52%
Mar 2015 – Mar 2020 |
6.74%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTZX (PRINCIPAL LIFETIME 2060 FUND INSTITUTIONAL CLASS) |
20.65%
Dec 2018 – Dec 2021 |
14.83%
Oct 2016 – Oct 2021 |
11.55%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart