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PLSPX: PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-5 (MUTUAL FUND)
Basic Info 11.17 0.01(0.09%) May 10
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (83%) |
Start Date: | 12/26/2001 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 2.47% |
Expenses | 1.40% |
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Performance Analytics (As of 05/09/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/26/2003 |
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(%) | 0.7 | -0.1 | 8.6 | 0.1 | 3.5 | 3.4 | 5.5 | 4.1 | 4.2 | 10.8 | -15.6 | 6.8 | 9.9 | 12.5 | -3.4 | 8.5 | 4.5 | -1.1 | 4.2 | 5.1 | 9.2 | 3.3 | 12.4 | 18.3 | -22.5 | -1.9 | 9.6 | 5.6 | 10.8 | 15.0 | -2.0 | 0.6 |
Sharpe Ratio | NA | -0.8 | 0.56 | -0.27 | 0.22 | 0.37 | NA | NA | 0.51 | 1.06 | -1.67 | 0.86 | 1.19 | 4.0 | -1.12 | 3.97 | 1.18 | -0.3 | 1.42 | 1.39 | 3.16 | 0.62 | 2.22 | 2.16 | -2.0 | -0.9 | 1.2 | 0.75 | 2.0 | 2.72 | -0.54 | 20.17 |
Draw Down(%) | NA | 3.7 | 6.0 | 20.3 | 20.3 | 20.3 | NA | NA | 32.2 | 6.0 | 19.5 | 4.5 | 12.4 | 1.0 | 6.3 | 0.8 | 2.4 | 4.9 | 2.5 | 4.7 | 2.4 | 5.4 | 3.8 | 11.3 | 28.4 | 4.1 | 2.2 | 2.4 | 5.7 | 3.4 | 7.3 | 0.0 |
Standard Deviation(%) | NA | 7.5 | 7.1 | 8.6 | 7.8 | 6.0 | NA | NA | 6.0 | 6.2 | 10.1 | 7.9 | 8.1 | 2.8 | 4.2 | 2.0 | 3.7 | 3.7 | 3.0 | 3.7 | 2.9 | 5.3 | 5.5 | 8.4 | 11.7 | 5.4 | 5.3 | 4.5 | 5.0 | 5.2 | 5.7 | 3.3 |
Treynor Ratio | NA | -0.05 | 0.04 | -0.02 | 0.02 | 0.02 | NA | NA | 0.03 | 0.07 | -0.16 | 0.1 | 0.12 | 0.14 | -0.05 | 0.1 | 0.05 | -0.01 | 0.05 | 0.06 | 0.13 | 0.04 | 0.13 | 0.2 | -0.25 | -0.06 | 0.09 | 0.04 | 0.12 | 0.24 | 0.0 | 0.0 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | -0.06 | -0.04 | 0.02 | 0.01 | 0.01 | 0.05 | NA | NA |
Beta | NA | 1.18 | 1.08 | 1.04 | 0.94 | 0.92 | NA | NA | 0.9 | 0.97 | 1.09 | 0.7 | 0.81 | 0.81 | 0.95 | 0.79 | 0.83 | 0.81 | 0.81 | 0.9 | 0.72 | 0.85 | 0.96 | 0.91 | 0.93 | 0.82 | 0.72 | 0.82 | 0.85 | 0.59 | NA | NA |
RSquared | NA | 0.68 | 0.72 | 0.63 | 0.69 | 0.72 | NA | NA | 0.67 | 0.79 | 0.88 | 0.13 | 0.93 | 0.88 | 0.93 | 0.8 | 0.92 | 0.9 | 0.73 | 0.9 | 0.81 | 0.92 | 0.84 | 0.82 | 0.83 | 0.51 | 0.29 | 0.39 | 0.49 | 0.03 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.5 | 4.3 | 4.6 | 4.0 | 4.9 | 4.1 | N/A | 2.6 | 4.2 | 7.2 | 3.8 | 5.5 | 6.6 | 4.6 | 2.3 | 1.7 | 2.0 | 2.0 | 2.5 | 2.7 | 4.6 | 4.1 | 5.0 | 5.6 | 4.0 | 2.6 | 3.4 | 1.7 | 1.1 | 1.5 |
Dividend Growth(%) | N/A | -100.0 | -48.2 | -11.0 | 32.1 | 19.1 | N/A | N/A | N/A | -49.0 | -44.0 | 102.2 | -26.2 | -25.6 | 49.1 | 103.7 | 28.6 | -8.7 | 0.0 | -14.8 | -6.9 | -35.6 | 28.6 | -41.7 | -14.3 | 45.8 | 60.0 | -18.9 | 117.6 | 54.5 | -26.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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