Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PMJXX (Principal Fds Inc. Money Market Fd J Cl) | 1.33% | 3.77% | 3.86% | 2.30% | 1.14% | 0.76% | -2.88% | 18.13% |
Data as of 07/03/2025, AR inception is 07/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMJXX (Principal Fds Inc. Money Market Fd J Cl) | 07/30/2004 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.77 | 3.86 | 2.30 | 1.14 | 0.76 | -2.88 | 18.13 | 1.33 | 3.86 | 3.94 | 1.27 | 0.00 | 9,900.00 | -70.68 | -6.78 | 32.92 | 250.00 | 2,200.00 |
| Sharpe Ratio | NA | 0.77 | 0.45 | 0.70 | 0.27 | NA | NA | 0.09 | -0.32 | -2.19 | -0.26 | -0.21 | 0.00 | 0.04 | -0.44 | -0.06 | 1.00 | 9.13 | 815.63 |
| Standard Deviation(%) | NA | 1.22 | 1.18 | 221.93 | 221.93 | NA | NA | 186.43 | 0.94 | 1.24 | 1.23 | 0.55 | NA | 1,334.71 | 162.15 | 159.38 | 29.86 | 27.14 | 197.38 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 99.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 75.00 | 63.81 | 14.95 | 18.13 | 0.00 |
| Yield(%) | 0.00 | 3.69 | 4.07 | 2.44 | 1.22 | 0.81 | 0.30 | 15.25 | 1.32 | 4.88 | 4.73 | 1.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 07/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMJXX (Principal Fds Inc. Money Market Fd J Cl) |
-86.01%
Mar 2006 - Mar 2009 |
-26.84%
May 2019 - May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMJXX (Principal Fds Inc. Money Market Fd J Cl) |
372.15%
Dec 2020 - Dec 2023 |
31.95%
May 2016 - May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart