Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLZTX (PRINCIPAL LIFETIME HYBRID 2030 FUND R-6) | 6.82% | 17.70% | 13.39% | 6.29% | 8.66% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLZTX (PRINCIPAL LIFETIME HYBRID 2030 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 (%) | 0.39 | 17.70 | 13.39 | 6.29 | 8.66 | NA | NA | … | … | 6.82 | 13.17 | 10.49 | 14.97 | -16.75 | 13.93 | 14.79 | 20.96 | -7.35 | 16.72 | 8.00 | 3.39 |
| Sharpe Ratio | NA | 2.00 | 1.15 | 0.37 | 0.63 | NA | NA | … | … | 1.49 | 1.03 | 0.87 | 1.30 | -1.20 | 1.56 | 0.70 | 2.58 | -0.83 | 3.37 | 0.78 | 0.99 |
| Standard Deviation(%) | NA | 7.70 | 9.03 | 10.48 | 11.23 | NA | NA | … | … | 9.45 | 10.19 | 7.93 | 8.78 | 15.25 | 8.92 | 20.73 | 7.56 | 10.60 | 4.79 | 9.93 | 10.59 |
| Draw Down(%) | NA | 5.73 | 10.07 | 21.95 | 24.54 | NA | NA | … | … | 5.73 | 10.07 | 4.26 | 8.64 | 21.95 | 3.76 | 24.54 | 3.95 | 14.60 | 1.51 | 7.76 | 3.89 |
| Yield(%) | 0.00 | 4.90 | 4.28 | 4.41 | 5.12 | 3.73 | 2.80 | … | … | 0.00 | 5.10 | 3.42 | 3.83 | 6.23 | 5.91 | 4.89 | 4.35 | 3.40 | 2.88 | 2.44 | 1.71 |
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 |
|---|---|---|---|---|
| PLZTX (PRINCIPAL LIFETIME HYBRID 2030 FUND R-6) |
1.20%
Apr 2021 – Apr 2024 |
3.63%
Sep 2017 – Sep 2022 |
8.09%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLZTX (PRINCIPAL LIFETIME HYBRID 2030 FUND R-6) |
16.52%
Dec 2018 – Dec 2021 |
11.54%
Oct 2016 – Oct 2021 |
9.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart