Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMJXX (Principal Fds Inc. Money Market Fd J Cl) | 0.00% | 0.00% | 2.81% | 2.30% | 1.14% | 0.76% | -6.21% | … | … |
Data as of 06/12/2026, Common starting date is 07/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMJXX (Principal Fds Inc. Money Market Fd J Cl) | 07/30/2004 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.81 | 2.30 | 1.14 | 0.76 | -6.21 | … | … | 0.00 | 1.33 | 3.86 | 3.94 | 1.27 | 0.00 | 9,900.00 | -70.68 | -6.78 | 32.92 | 250.00 | 2,200.00 |
| Sharpe Ratio | NA | 0.00 | -0.42 | -0.27 | 0.30 | NA | NA | … | … | 0.00 | -2.33 | -2.19 | -0.26 | -0.21 | 0.00 | 0.04 | -0.44 | -0.06 | 1.00 | 9.13 | 815.63 |
| Standard Deviation(%) | NA | 0.33 | 1.04 | 0.92 | 200.76 | NA | NA | … | … | 0.00 | 0.66 | 1.24 | 1.23 | 0.55 | NA | 1,334.71 | 162.15 | 159.38 | 29.86 | 27.14 | 197.38 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 75.00 | 63.81 | 14.95 | 18.13 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 3.17 | 2.51 | 1.26 | 0.84 | 0.16 | … | … | 0.00 | 1.67 | 4.88 | 4.73 | 1.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 07/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMJXX (Principal Fds Inc. Money Market Fd J Cl) |
-86.01%
Mar 2006 – Mar 2009 |
-26.84%
May 2019 – May 2024 |
16.18%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMJXX (Principal Fds Inc. Money Market Fd J Cl) |
372.15%
Dec 2020 – Dec 2023 |
156.96%
Dec 2020 – Dec 2025 |
16.18%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart