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PLWIX: PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 12.41 0.06(0.49%) March 27
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (90%) |
Start Date: | 12/26/2001 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 2.79% |
Expenses | 0.91% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/01/2002 |
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(%) | 0.5 | 0.4 | 13.3 | 2.3 | 6.0 | 5.5 | 8.9 | 5.8 | 6.5 | 15.6 | -16.6 | 12.0 | 12.7 | 18.4 | -5.7 | 15.0 | 5.8 | -1.2 | 5.6 | 15.9 | 14.7 | -1.1 | 14.9 | 27.5 | -33.7 | 2.0 | 14.5 | 9.8 | 12.3 | 19.5 | -8.4 | 0.7 |
Sharpe Ratio | NA | -0.34 | 1.17 | -0.01 | 0.43 | 0.5 | NA | NA | 0.4 | 1.53 | -1.5 | 1.65 | 0.81 | 2.94 | -0.84 | 3.79 | 0.7 | -0.14 | 0.79 | 2.06 | 1.69 | -0.07 | 1.1 | 1.38 | -1.19 | -0.08 | 1.42 | 1.03 | 1.56 | 2.21 | -0.93 | 10.81 |
Draw Down(%) | NA | 4.3 | 6.8 | 21.1 | 21.1 | 21.1 | NA | NA | 49.1 | 6.8 | 21.1 | 3.3 | 20.3 | 2.7 | 11.8 | 1.1 | 7.1 | 8.5 | 5.5 | 6.5 | 7.2 | 16.4 | 10.8 | 21.1 | 43.5 | 8.2 | 6.1 | 4.5 | 7.4 | 6.5 | 14.5 | 0.2 |
Standard Deviation(%) | NA | 9.6 | 7.9 | 9.3 | 10.4 | 9.0 | NA | NA | 11.9 | 7.5 | 12.0 | 7.2 | 15.4 | 5.8 | 8.4 | 3.8 | 8.0 | 8.6 | 7.1 | 7.7 | 8.7 | 17.0 | 13.4 | 19.8 | 29.0 | 12.5 | 7.9 | 7.4 | 7.3 | 8.5 | 10.2 | 7.0 |
Treynor Ratio | NA | -0.02 | 0.09 | 0.0 | 0.3 | 0.24 | NA | NA | 0.11 | 0.24 | -0.18 | 0.11 | 0.32 | 7.11 | -0.39 | 0.14 | 0.06 | -0.01 | 0.06 | 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 | -0.05 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.02 | -0.01 | 0.01 | 0.03 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.03 | -0.02 | 0.01 | NA | NA | NA | NA | NA |
Beta | NA | 1.35 | 1.02 | 1.03 | 0.15 | 0.19 | NA | NA | 0.44 | 0.47 | 1.02 | 1.07 | 0.39 | 0.02 | 0.18 | 1.0 | 0.96 | 1.02 | 0.98 | 1.07 | 1.02 | 1.11 | 1.09 | 0.97 | 1.02 | 1.02 | 0.85 | NA | NA | NA | NA | NA |
RSquared | NA | 0.65 | 0.6 | 0.82 | 0.14 | 0.19 | NA | NA | 0.37 | 0.36 | 0.91 | 0.83 | 0.39 | 0.05 | 0.22 | 0.91 | 0.91 | 0.98 | 0.78 | 0.98 | 0.93 | 0.98 | 0.99 | 0.87 | 0.97 | 0.85 | 0.33 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2002
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