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PALTX: PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 11.63 0.07(0.60%) June 13
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 11/02/2005 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 4.25% |
| Expenses | 1.40% |
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Performance Analytics (As of 06/13/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/02/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 3.5 | 6.4 | 5.9 | 1.7 | 2.8 | 3.9 | 3.1 | 1.9 | 10.5 | -15.4 | -0.7 | 7.9 | 12.4 | -3.5 | 8.3 | 4.5 | -1.2 | 4.2 | 5.1 | 9.0 | 3.2 | 10.7 | 18.2 | -22.6 | -1.8 | 10.0 | 1.1 |
| Sharpe Ratio | NA | 0.59 | 0.47 | 0.36 | -0.04 | 0.23 | NA | 0.32 | -0.74 | 1.01 | -1.67 | -0.1 | 0.9 | 3.89 | -1.13 | 3.79 | 1.19 | -0.34 | 1.37 | 1.34 | 3.12 | 0.61 | 2.01 | 2.15 | -2.01 | -0.92 | 1.4 | 1.25 |
| Draw Down(%) | NA | 5.9 | 5.9 | 9.7 | 22.0 | 22.0 | NA | 32.4 | 6.6 | 6.0 | 17.6 | 7.0 | 12.5 | 1.0 | 6.4 | 0.9 | 2.4 | 4.9 | 2.5 | 4.7 | 2.4 | 5.4 | 3.7 | 11.3 | 28.4 | 4.0 | 2.2 | 1.2 |
| Standard Deviation(%) | NA | 8.2 | 6.7 | 7.2 | 7.2 | 6.1 | NA | 6.1 | 6.3 | 6.2 | 10.1 | 6.6 | 8.5 | 2.8 | 4.3 | 2.0 | 3.6 | 3.7 | 3.0 | 3.7 | 2.9 | 5.2 | 5.3 | 8.4 | 11.6 | 5.2 | 4.8 | 3.5 |
| Treynor Ratio | NA | 0.04 | 0.03 | 0.02 | 0.0 | 0.02 | NA | 0.02 | -0.07 | 0.06 | -0.15 | -0.02 | 0.12 | 0.13 | -0.05 | 0.09 | 0.05 | -0.02 | 0.05 | 0.05 | 0.13 | 0.04 | 0.11 | 0.2 | -0.25 | -0.06 | 0.09 | 0.1 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | -0.06 | -0.03 | 0.02 | 0.0 |
| Beta | NA | 1.19 | 1.14 | 1.08 | 1.07 | 0.92 | NA | 0.9 | 0.69 | 1.02 | 1.09 | 0.35 | 0.63 | 0.83 | 0.95 | 0.81 | 0.81 | 0.83 | 0.82 | 0.92 | 0.72 | 0.84 | 0.95 | 0.91 | 0.93 | 0.81 | 0.75 | 0.44 |
| RSquared | NA | 0.94 | 0.93 | 0.92 | 0.82 | 0.75 | NA | 0.77 | 0.46 | 0.91 | 0.9 | 0.14 | 0.52 | 0.89 | 0.93 | 0.81 | 0.93 | 0.91 | 0.74 | 0.9 | 0.82 | 0.93 | 0.91 | 0.82 | 0.83 | 0.53 | 0.37 | 0.19 |
| Yield(%) | N/A | 0.0 | 4.2 | 3.1 | 2.5 | 3.2 | 3.4 | N/A | 4.4 | 2.5 | 2.0 | 2.4 | 1.8 | 5.4 | 6.5 | 4.4 | 2.1 | 1.7 | 1.8 | 1.9 | 2.4 | 2.6 | 3.0 | 4.0 | 4.9 | 5.4 | 3.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 92.8 | -13.2 | -37.2 | N/A | N/A | N/A | 92.8 | 2.9 | -20.0 | 39.3 | -63.7 | -25.3 | 51.6 | 116.7 | 22.4 | -4.7 | -3.7 | -15.4 | -6.2 | -8.9 | -12.2 | -41.7 | -12.8 | 51.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2005
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