Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLKJX (Principal Funds Inc – Principal Lifetime Hybrid 2070 Fund) | 9.36% | 24.91% | 17.73% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 03/02/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLKJX (Principal Funds Inc – Principal Lifetime Hybrid 2070 Fund) | 03/02/2023 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.44 | 24.91 | 17.73 | NA | NA | NA | NA | … | … | 9.36 | 19.53 | 13.42 | 18.04 |
| Sharpe Ratio | NA | 1.67 | 1.06 | NA | NA | NA | NA | … | … | 1.36 | 1.02 | 0.81 | 1.44 |
| Standard Deviation(%) | NA | 12.69 | 14.08 | NA | NA | NA | NA | … | … | 15.27 | 16.42 | 12.11 | 12.77 |
| Draw Down(%) | NA | 8.64 | 16.65 | NA | NA | NA | NA | … | … | 8.64 | 16.65 | 7.90 | 11.11 |
| Yield(%) | 0.00 | 3.39 | 3.11 | 2.00 | 1.00 | 0.67 | 0.50 | … | … | 0.00 | 3.56 | 2.97 | 2.10 |
Data as of 06/17/2026, Common starting date is 03/02/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLKJX (Principal Funds Inc – Principal Lifetime Hybrid 2070 Fund) |
18.28%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLKJX (Principal Funds Inc – Principal Lifetime Hybrid 2070 Fund) |
20.45%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart