Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHJBX (PRINCIPAL LIFETIME HYBRID 2055 FUND CLASS J) | 9.40% | 25.00% | 17.62% | 9.59% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 03/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHJBX (PRINCIPAL LIFETIME HYBRID 2055 FUND CLASS J) | 03/02/2018 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.47 | 25.00 | 17.62 | 9.59 | NA | NA | NA | … | … | 9.40 | 17.71 | 15.60 | 19.99 | -18.73 | 19.44 | 15.47 | 25.96 | -9.91 |
| Sharpe Ratio | NA | 1.68 | 1.06 | 0.44 | NA | NA | NA | … | … | 1.36 | 0.91 | 1.01 | 1.34 | -0.92 | 1.58 | 0.54 | 2.29 | -0.97 |
| Standard Deviation(%) | NA | 12.73 | 13.98 | 15.63 | NA | NA | NA | … | … | 15.24 | 16.70 | 11.85 | 12.30 | 21.88 | 12.27 | 28.27 | 10.68 | 13.64 |
| Draw Down(%) | NA | 8.64 | 16.67 | 25.66 | NA | NA | NA | … | … | 8.64 | 16.67 | 7.92 | 10.98 | 25.66 | 5.14 | 32.78 | 5.76 | 18.89 |
| Yield(%) | 0.00 | 4.88 | 4.12 | 4.33 | 3.93 | 2.62 | 1.97 | … | … | 0.00 | 5.12 | 3.41 | 3.14 | 6.64 | 4.73 | 3.29 | 4.08 | 3.97 |
Data as of 06/17/2026, Common starting date is 03/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHJBX (PRINCIPAL LIFETIME HYBRID 2055 FUND CLASS J) |
3.29%
Apr 2021 – Apr 2024 |
5.54%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHJBX (PRINCIPAL LIFETIME HYBRID 2055 FUND CLASS J) |
20.53%
Sep 2022 – Sep 2025 |
14.01%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart