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PLTBX: PRINCIPAL LIFETIME 2060 FUND R-2 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/15/1998 |
| Last Dividend Date: | 12/31/2020 |
| 12-Mo. Yield | 3.68% |
| Expenses | 1.29% |
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Performance Analytics (As of 03/01/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/15/1998 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 31.9 | 11.6 | 13.2 | 8.2 | 3.5 | 4.8 | 14.6 | 26.6 | -9.8 | 21.8 | 4.8 | -1.4 | 3.9 | 21.4 | 14.7 | -13.9 | 3.3 | 3.8 | 10.6 | 0.8 | 2.4 | 6.3 | 6.3 | 8.7 | 1.0 | 3.5 |
| Sharpe Ratio | NA | 1.02 | 0.51 | 0.72 | 0.44 | 0.15 | 2.27 | 0.46 | 2.26 | -0.77 | 3.31 | 0.34 | -0.11 | 0.37 | -0.02 | 4.83 | -3.69 | 0.12 | 0.41 | 1.09 | -0.09 | 0.69 | 1.89 | 1.37 | 2.0 | -0.84 | 1.15 |
| Draw Down(%) | NA | 29.0 | 34.0 | 34.0 | 34.0 | 34.0 | 4.2 | 34.0 | 5.9 | 19.7 | 1.9 | 11.7 | 12.3 | 8.2 | 8.1 | 2.7 | 15.3 | 1.3 | 0.3 | 0.9 | 2.2 | 2.4 | 1.4 | 2.9 | 1.3 | 2.2 | 1.6 |
| Standard Deviation(%) | NA | 31.1 | 20.8 | 17.3 | 15.7 | 15.7 | 15.7 | 31.1 | 11.1 | 14.5 | 6.4 | 13.3 | 13.5 | 10.7 | 11.6 | 3.0 | 4.0 | 2.2 | 1.2 | 7.8 | 1.8 | 2.4 | 2.8 | 3.0 | 2.3 | 2.6 | 2.8 |
| Treynor Ratio | NA | 0.36 | 0.12 | 0.14 | 0.3 | 0.1 | 0.39 | 0.16 | 0.29 | -0.13 | 0.24 | 0.05 | -0.02 | 0.05 | -0.07 | -9.52 | 12.86 | -0.07 | 0.4 | 1.29 | -6.51 | -0.34 | -0.97 | -1.42 | -4.83 | -0.57 | -1.14 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | 0.02 | 0.02 | 0.03 | -0.01 | 0.0 | -0.03 | 0.01 | -0.03 | -0.01 | -0.02 | 0.07 | 0.06 | -0.06 | 0.0 | 0.0 | 0.03 | 0.0 | 0.01 | 0.02 | 0.01 | 0.02 | -0.01 | 0.02 |
| Beta | NA | 0.88 | 0.87 | 0.88 | 0.23 | 0.23 | 0.92 | 0.88 | 0.87 | 0.83 | 0.9 | 0.99 | 0.85 | 0.8 | 0.04 | -0.02 | -0.01 | -0.04 | 0.01 | 0.07 | 0.0 | -0.05 | -0.05 | -0.03 | -0.01 | 0.04 | -0.03 |
| RSquared | NA | 0.96 | 0.96 | 0.96 | 0.27 | 0.27 | 0.94 | 0.96 | 0.97 | 0.96 | 0.87 | 0.95 | 0.94 | 0.73 | 0.09 | 0.02 | 0.01 | 0.09 | 0.01 | 0.01 | 0.0 | 0.12 | 0.26 | 0.04 | 0.01 | 0.07 | 0.06 |
| Yield(%) | N/A | 3.7 | 4.5 | 4.6 | N/A | N/A | 0.0 | 3.4 | 6.5 | 4.3 | 2.6 | 3.0 | 2.6 | 2.5 | 2.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 |
| Dividend Growth(%) | N/A | -35.8 | 94.7 | 205.3 | N/A | N/A | -100.0 | -35.9 | 30.0 | 93.5 | -8.8 | 9.7 | 6.9 | 31.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/15/1998
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