- ISIN
- US74256W1624
- CUSIP
- 74256W162
- Issuer
- Principal
- Inception Date
- Sep 5, 2017
- Category
- Target Retirement Date
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
PLHHX Performance Chart
Principal LifeTime Hybrid 2065 Fund (PLHHX) is up 10.9% since the beginning of the year. PLHHX is currently trading at $20 per share. Investors who bought $1,000 worth of PLHHX shares 5 years ago would now be looking at an investment worth $1,662.
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Returns By Period
Principal LifeTime Hybrid 2065 Fund (PLHHX) has returned 10.88% so far this year and 27.27% over the past 12 months.
Principal LifeTime Hybrid 2065 Fund
- 1D
- 1.28%
- 1M
- 1.80%
- YTD
- 10.88%
- 6M
- 10.66%
- 1Y
- 27.27%
- 3Y*
- 18.51%
- 5Y*
- 10.69%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
PLHHX Monthly Returns History
Based on dividend-adjusted daily data since Sep 6, 2017, PLHHX's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, an investment would double in approximately 5.7 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +11.1%, while the worst month was Mar 2020 at -14.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, PLHHX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.4%, while the worst single day was Mar 12, 2020 at -9.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.97% | 0.98% | -5.45% | 7.99% | 3.96% | 0.46% | 10.88% | ||||||
| 2025 | 3.11% | -0.38% | -4.16% | -0.26% | 5.60% | 4.37% | 1.08% | 2.90% | 3.39% | 1.50% | 0.82% | 0.69% | 19.91% |
| 2024 | 0.07% | 4.65% | 3.61% | -3.82% | 4.60% | 1.07% | 2.31% | 2.00% | 1.77% | -2.24% | 4.26% | -2.04% | 17.00% |
| 2023 | 7.34% | -2.62% | 1.96% | 1.04% | -1.11% | 6.01% | 2.95% | -2.42% | -4.59% | -2.92% | 8.61% | 5.48% | 20.33% |
| 2022 | -5.39% | -2.67% | 1.76% | -7.89% | 0.30% | -8.47% | 8.27% | -4.08% | -8.91% | 7.01% | 6.88% | -4.97% | -18.53% |
| 2021 | -0.23% | 2.98% | 3.34% | 4.24% | 1.17% | 0.75% | 1.01% | 2.34% | -4.25% | 5.13% | -2.08% | 4.64% | 20.30% |
Benchmark Metrics
Principal LifeTime Hybrid 2065 Fund has an annualized alpha of 0.98%, beta of 0.79, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since September 06, 2017.
- This fund participated in 93.81% of S&P 500 Index downside but only 87.57% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.98%
- Beta
- 0.79
- R²
- 0.79
- Upside Capture
- 87.57%
- Downside Capture
- 93.81%
Expense Ratio
PLHHX has an expense ratio of 0.05%, which is considered low.
Return for Risk
Risk / Return Rank
PLHHX ranks 66 for risk / return — better than 66% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Principal LifeTime Hybrid 2065 Fund (PLHHX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PLHHX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 2.78 | +0.33 |
| Martin ratioReturn relative to average drawdown | 13.87 | 12.44 | +1.43 |
Dividends
Dividend History
Principal LifeTime Hybrid 2065 Fund provided a 3.50% dividend yield over the last twelve months, with an annual payout of $0.69 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.69 | $0.69 | $0.62 | $0.36 | $0.83 | $0.35 | $0.26 | $0.19 | $0.32 | $0.20 |
Dividend yield | 3.50% | 3.88% | 4.03% | 2.64% | 7.08% | 2.27% | 2.00% | 1.65% | 3.49% | 1.87% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal LifeTime Hybrid 2065 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $0.69 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.62 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.83 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Principal LifeTime Hybrid 2065 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Principal LifeTime Hybrid 2065 Fund was 33.47%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current Principal LifeTime Hybrid 2065 Fund drawdown is 0.70%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -33.47%Mar 2020 | 1mo 2d | 5mo 4d | 6mo 6dFeb 2020 - Aug 2020 |
Bear market2022 | -25.44%Oct 2022 | 9mo 10d | 1y 4mo | 2y 1moJan 2022 - Feb 2024 |
Rate-hike selloffLate 2018 | -19.88%Dec 2018 | 10mo 29d | 6mo 11d | 1y 5moJan 2018 - Jul 2019 |
2025 selloff2025 | -16.62%Apr 2025 | 1mo 18d | 1mo 29d | 3mo 17dFeb 2025 - Jun 2025 |
2026 pullback2026 | -8.64%Mar 2026 | 1mo 2d | 16d | 1mo 18dFeb 2026 - Apr 2026 |
Drawdown Indicators
| PLHHX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.47% | -56.78% | +23.31% |
Max Drawdown (1Y)Largest decline over 1 year | -8.64% | -9.10% | +0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -16.62% | -18.90% | +2.28% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -25.43% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.70% | -1.80% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -5.38% | -10.71% | +5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 2.03% | -0.09% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with PLHHX
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