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PLFJX: PRINCIPAL LIFETIME 2020 FUND CLASS J (MUTUAL FUND)
Basic Info 12.61 0.01(0.08%) July 10
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 2.85% |
| Expenses | 0.79% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/19/2003 |
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(%) | 0.1 | 6.1 | 4.1 | 3.7 | 0.9 | 3.2 | 5.4 | 4.2 | 5.3 | 2.9 | 9.6 | -20.1 | 2.0 | 8.3 | 18.3 | -5.9 | 14.8 | 5.6 | -1.4 | 5.3 | 15.6 | 14.3 | -1.5 | 14.8 | 26.9 | -34.0 | 2.0 | 13.9 | 8.5 | 11.6 | 20.5 | -7.8 | 0.7 |
| Sharpe Ratio | NA | 1.03 | 0.14 | 0.03 | -0.1 | 0.19 | NA | NA | 0.29 | -0.49 | 0.72 | -1.58 | 0.2 | 0.52 | 2.96 | -0.86 | 3.75 | 0.65 | -0.17 | 0.74 | 2.02 | 1.64 | -0.09 | 1.1 | 1.35 | -1.2 | -0.08 | 1.41 | 0.89 | 1.46 | 2.39 | -0.88 | 10.59 |
| Draw Down(%) | NA | 7.0 | 10.9 | 12.5 | 26.3 | 26.3 | NA | NA | 49.4 | 7.1 | 6.8 | 20.6 | 9.1 | 20.4 | 2.8 | 11.9 | 1.1 | 7.1 | 8.7 | 5.5 | 6.6 | 7.3 | 16.5 | 10.5 | 21.1 | 43.7 | 8.2 | 6.2 | 4.5 | 7.4 | 6.6 | 14.9 | 0.2 |
| Standard Deviation(%) | NA | 9.3 | 9.1 | 9.5 | 9.9 | 9.6 | NA | NA | 11.9 | 7.6 | 7.4 | 13.6 | 9.9 | 15.6 | 5.7 | 8.4 | 3.8 | 8.3 | 8.6 | 7.1 | 7.7 | 8.8 | 16.9 | 13.4 | 19.8 | 29.1 | 12.3 | 7.6 | 7.2 | 7.3 | 8.3 | 10.1 | 6.8 |
| Treynor Ratio | NA | 0.08 | 0.01 | 0.0 | -0.01 | 0.09 | NA | NA | 0.07 | -0.03 | 0.06 | -0.22 | 0.11 | 0.12 | 7.09 | -0.41 | 0.14 | 0.05 | -0.01 | 0.05 | 0.15 | 0.14 | -0.01 | 0.14 | 0.28 | -0.34 | -0.01 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | -0.02 | 0.0 | NA | NA | 0.01 | -0.02 | 0.0 | -0.02 | 0.01 | 0.01 | 0.06 | -0.03 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.04 | -0.02 | 0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 1.2 | 1.18 | 1.08 | 1.08 | 0.2 | NA | NA | 0.47 | 1.1 | 0.88 | 0.98 | 0.17 | 0.67 | 0.02 | 0.18 | 0.99 | 1.02 | 1.02 | 0.98 | 1.07 | 1.03 | 1.1 | 1.09 | 0.97 | 1.02 | 1.02 | 0.85 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.77 | 0.74 | 0.71 | 0.16 | NA | NA | 0.38 | 0.67 | 0.7 | 0.71 | 0.08 | 0.5 | 0.05 | 0.21 | 0.9 | 0.98 | 0.98 | 0.78 | 0.98 | 0.93 | 0.98 | 0.99 | 0.87 | 0.97 | 0.87 | 0.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.8 | 2.6 | 2.3 | 4.2 | 5.1 | 4.1 | N/A | 3.0 | 2.9 | 1.9 | 2.5 | 1.9 | 9.3 | 6.3 | 6.1 | 3.7 | 7.7 | 6.0 | 3.0 | 2.3 | 2.0 | 2.5 | 2.9 | 4.4 | 4.9 | 3.3 | 2.1 | 2.9 | 1.2 | 0.4 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | 7.6 | -46.0 | -64.2 | 44.7 | N/A | N/A | N/A | 7.6 | 18.8 | -21.8 | 34.6 | -77.3 | 29.5 | 12.8 | 70.8 | -57.2 | 29.6 | 119.1 | 49.0 | 12.2 | -10.9 | 4.5 | -58.3 | -11.9 | 60.3 | 71.3 | -23.8 | 199.1 | 167.5 | -11.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/19/2003
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See Target Date 2016-2020 Asset Class Trend Rankings |
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