PHJBX Performance — Principal LifeTime Hybrid 2055 Fund, Class J
Data updated: 2026-09-25
PHJBX returned +10.43% year to date and +20.91% over one year to Jul 2026. Annualised returns are +16.46% over 3 years and +9.44% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $158, against $146 for the category, and to $121 over one year, against $116. Volatility over the past three years was 11.88% a year. In the 12 months to Jul 2026 the fund took in a net $86.2M, and assets reached $499.41M.
PHJBX Growth of $100
What $100 invested in Principal LifeTime Hybrid 2055 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | PHJBX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $121 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $158 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $157 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $222 | $186 |
PHJBX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.43% |
| 1 year | +20.91% |
| 3 years (annualised) | +16.46% |
| 5 years (annualised) | +9.44% |
PHJBX Annual Returns
Calendar-year total returns of Principal LifeTime Hybrid 2055 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +10.43% |
| 2025 | +19.61% |
| 2024 | +15.62% |
| 2023 | +20.02% |
| 2022 | −18.73% |
| 2021 | +19.47% |
| 2020 | +15.48% |
| 2019 (Aug–Dec) | +7.95% |
PHJBX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.0% | +1.0% | −5.5% | +8.0% | +4.0% | +0.3% | −0.2% | — | — | — | — | — |
| 2025 | +3.1% | −0.4% | −4.1% | −0.3% | +5.5% | +4.4% | +1.1% | +2.9% | +3.3% | +1.5% | +0.8% | +0.7% |
| 2024 | +0.1% | +4.7% | +3.6% | −3.9% | +4.6% | +1.1% | +2.3% | +2.0% | +1.7% | −2.2% | +4.3% | −3.1% |
| 2023 | +7.3% | −2.6% | +1.9% | +1.0% | −1.1% | +5.9% | +3.0% | −2.5% | −4.6% | −2.9% | +8.6% | +5.4% |
| 2022 | −5.4% | −2.7% | +1.7% | −7.9% | +0.3% | −8.4% | +8.1% | −4.1% | −9.0% | +7.1% | +6.8% | −5.0% |
| 2021 | −0.3% | +2.8% | +3.2% | +4.1% | +1.1% | +0.7% | +1.0% | +2.2% | −4.2% | +5.0% | −2.1% | +4.6% |
| 2020 | −0.9% | −6.9% | −13.9% | +10.5% | +4.4% | +2.5% | +5.3% | +5.1% | −2.6% | −1.7% | +10.7% | +4.8% |
| 2019 | — | — | — | — | — | — | — | −1.8% | +1.9% | +2.3% | +2.3% | +3.1% |
PHJBX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 11.88%
- 3-year Sharpe ratio: 1.01 (vs 4.5% risk-free rate)
- Best month: +8.62% (Nov 2023)
- Worst month: −5.48% (Mar 2026)
PHJBX Fund Flows
Monthly money in and out of Principal LifeTime Hybrid 2055 Fund, from SEC Form N-PORT.
- 12-month net flow: $86.2M
- 12-month gross sales (incl. reinvestments): $134.9M
- Sales ÷ redemptions: 2.77×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $17.1M | $4.0M | $13.1M |
| Jun 2026 | $13.5M | $5.2M | $8.3M |
| May 2026 | $5.7M | $3.6M | $2.1M |
| Apr 2026 | $9.7M | $3.8M | $5.9M |
| Mar 2026 | $7.5M | $3.2M | $4.3M |
| Feb 2026 | $9.5M | $3.6M | $5.9M |
| Jan 2026 | $20.9M | $4.7M | $16.2M |
| Dec 2025 | $19.4M | $2.6M | $16.8M |
| Nov 2025 | $8.4M | $3.7M | $4.7M |
| Oct 2025 | $7.0M | $3.9M | $3.1M |
| Sep 2025 | $7.7M | $6.8M | $850K |
| Aug 2025 | $8.4M | $3.4M | $5.0M |
PHJBX Assets Under Management
Net assets of Principal LifeTime Hybrid 2055 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $499.41M |
| 2026-04-30 | $457.13M |
| 2026-01-31 | $427.10M |
| 2025-10-31 | $389.27M |
| 2025-07-31 | $351.90M |
| 2025-04-30 | $300.14M |
| 2025-01-31 | $295.79M |
| 2024-10-31 | $270.71M |
| 2024-07-31 | $253.58M |
| 2024-04-30 | $223.37M |
| 2024-01-31 | $203.24M |
| 2023-10-31 | $166.63M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.