Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHJEX (PRINCIPAL LIFETIME HYBRID 2040 FUND CLASS J) | 7.58% | 20.80% | 15.20% | 8.00% | 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 |
|---|---|---|
| PHJEX (PRINCIPAL LIFETIME HYBRID 2040 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 (%) | 2.03 | 20.80 | 15.20 | 8.00 | NA | NA | NA | … | … | 7.58 | 15.64 | 13.33 | 18.02 | -18.04 | 16.92 | 15.08 | 23.54 | -8.51 |
| Sharpe Ratio | NA | 1.65 | 1.05 | 0.40 | NA | NA | NA | … | … | 1.27 | 0.95 | 0.97 | 1.34 | -1.01 | 1.57 | 0.60 | 2.39 | -0.97 |
| Standard Deviation(%) | NA | 10.52 | 11.72 | 13.44 | NA | NA | NA | … | … | 12.64 | 13.66 | 10.05 | 10.79 | 19.38 | 10.78 | 24.64 | 9.23 | 11.99 |
| Draw Down(%) | NA | 7.30 | 13.79 | 24.26 | NA | NA | NA | … | … | 7.30 | 13.79 | 6.28 | 9.98 | 24.26 | 4.54 | 29.00 | 4.92 | 16.64 |
| Yield(%) | 0.00 | 4.77 | 4.16 | 4.45 | 4.04 | 2.69 | 2.02 | … | … | 0.00 | 4.99 | 3.49 | 3.53 | 6.66 | 5.52 | 4.13 | 4.43 | 3.87 |
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 |
|---|---|---|---|---|
| PHJEX (PRINCIPAL LIFETIME HYBRID 2040 FUND CLASS J) |
2.37%
Apr 2021 – Apr 2024 |
5.01%
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 |
|---|---|---|---|---|
| PHJEX (PRINCIPAL LIFETIME HYBRID 2040 FUND CLASS J) |
18.46%
Dec 2018 – Dec 2021 |
12.20%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart