Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTDJX (PRINCIPAL LIFETIME 2040 FUND CLASS J) | 4.14% | 13.89% | 13.28% | 3.44% | 7.66% | 7.49% | 6.23% | … | … |
Data as of 06/10/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTDJX (PRINCIPAL LIFETIME 2040 FUND CLASS J) | 12/26/2001 | 06/10/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.62 | 13.89 | 13.28 | 3.44 | 7.66 | 7.49 | 6.23 | … | … | 4.14 | 15.44 | 11.36 | 18.06 | -23.64 | 8.50 | 11.06 | 24.67 | -8.02 | 20.43 | 5.20 | -1.08 | 5.76 | 21.84 | 16.21 | -3.70 | 15.19 | 28.69 | -38.42 | 3.98 | 15.22 | 9.10 | 12.11 | 22.75 | -13.59 | 0.63 |
| Sharpe Ratio | NA | 1.29 | 0.94 | 0.08 | 0.42 | NA | NA | … | … | 0.75 | 0.96 | 0.80 | 1.34 | -1.21 | 0.66 | 0.43 | 2.46 | -0.73 | 3.47 | 0.42 | -0.09 | 0.59 | 2.16 | 1.39 | -0.17 | 0.89 | 1.18 | -1.10 | 0.06 | 1.30 | 0.79 | 1.23 | 1.98 | -0.99 | 7.55 |
| Standard Deviation(%) | NA | 10.12 | 11.39 | 14.04 | 14.25 | NA | NA | … | … | 12.30 | 13.16 | 9.71 | 10.85 | 20.71 | 12.86 | 25.10 | 9.42 | 12.84 | 5.72 | 11.91 | 12.31 | 9.77 | 10.12 | 11.74 | 21.61 | 16.89 | 24.18 | 35.81 | 15.00 | 9.10 | 8.70 | 9.05 | 11.11 | 14.89 | 8.97 |
| Draw Down(%) | NA | 7.37 | 13.05 | 29.79 | 30.05 | NA | NA | … | … | 7.37 | 13.05 | 5.60 | 9.95 | 24.87 | 10.10 | 30.05 | 4.84 | 17.04 | 1.68 | 10.49 | 11.10 | 7.54 | 7.38 | 10.08 | 20.66 | 13.84 | 24.22 | 48.90 | 9.91 | 8.45 | 5.63 | 7.60 | 9.89 | 22.57 | 0.40 |
| Yield(%) | 0.00 | 9.73 | 7.75 | 4.37 | 5.92 | 6.16 | 5.20 | … | … | 0.00 | 10.29 | 7.42 | 4.86 | 1.05 | 2.96 | 1.67 | 8.34 | 7.65 | 6.72 | 4.78 | 6.01 | 6.76 | 4.64 | 2.06 | 1.66 | 1.39 | 2.15 | 3.53 | 4.84 | 2.98 | 1.60 | 2.44 | 0.12 | 0.00 | 0.43 |
Data as of 06/10/2026, Common starting date is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDJX (PRINCIPAL LIFETIME 2040 FUND CLASS J) |
-15.16%
Feb 2006 – Feb 2009 |
-5.96%
Feb 2004 – Feb 2009 |
3.60%
Dec 2006 – Dec 2016 |
3.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDJX (PRINCIPAL LIFETIME 2040 FUND CLASS J) |
23.05%
Feb 2009 – Feb 2012 |
19.59%
Feb 2009 – Feb 2014 |
12.46%
Feb 2009 – Feb 2019 |
9.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart