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PMTIX: PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 13.71 0.01(0.07%) April 24
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (93%) |
Start Date: | 12/26/2001 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 2.35% |
Expenses | 1.45% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/28/2002 |
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(%) | 1.0 | -0.9 | 10.6 | 1.2 | 6.4 | 6.3 | 9.4 | 6.4 | 7.0 | 18.2 | -16.8 | 12.7 | 14.8 | 22.4 | -7.4 | 18.4 | 5.9 | -0.9 | 5.9 | 19.3 | 15.7 | -2.2 | 15.5 | 28.8 | -36.3 | 3.1 | 15.3 | 10.5 | 12.8 | 21.2 | -11.1 | 0.6 |
Sharpe Ratio | NA | -1.16 | 0.59 | -0.15 | 0.34 | 0.45 | NA | NA | 0.37 | 1.53 | -1.19 | 1.4 | 0.68 | 2.67 | -0.79 | 3.65 | 0.56 | -0.09 | 0.68 | 2.14 | 1.54 | -0.12 | 1.0 | 1.27 | -1.13 | 0.01 | 1.38 | 1.01 | 1.48 | 2.08 | -0.96 | 9.25 |
Draw Down(%) | NA | 4.3 | 8.6 | 23.1 | 25.9 | 25.9 | NA | NA | 52.2 | 8.6 | 22.4 | 4.2 | 25.9 | 4.0 | 15.3 | 1.4 | 8.9 | 10.0 | 6.6 | 7.0 | 8.7 | 18.6 | 12.4 | 22.8 | 46.5 | 9.1 | 7.5 | 5.0 | 7.3 | 8.1 | 18.3 | 0.3 |
Standard Deviation(%) | NA | 9.6 | 9.2 | 11.5 | 13.6 | 11.6 | NA | NA | 14.1 | 9.2 | 15.4 | 9.0 | 21.2 | 7.9 | 11.0 | 4.9 | 10.2 | 10.6 | 8.6 | 9.0 | 10.2 | 19.4 | 15.4 | 22.6 | 32.7 | 14.0 | 8.8 | 8.3 | 8.0 | 9.9 | 12.7 | 7.6 |
Treynor Ratio | NA | -0.1 | 0.06 | -0.02 | 0.05 | 0.05 | NA | NA | 0.05 | 0.17 | -0.18 | 0.12 | 0.15 | 0.2 | -0.08 | 0.17 | 0.06 | -0.01 | 0.06 | 0.19 | 0.17 | -0.02 | 0.15 | 0.31 | -0.4 | 0.0 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.03 | -0.02 | 0.01 | NA | NA | NA | NA | NA |
Beta | NA | 1.14 | 0.97 | 1.01 | 0.99 | 1.0 | NA | NA | 0.96 | 0.85 | 1.0 | 1.06 | 0.98 | 1.04 | 1.06 | 1.05 | 0.95 | 0.98 | 0.93 | 1.01 | 0.95 | 1.0 | 1.0 | 0.92 | 0.94 | 0.94 | 0.85 | NA | NA | NA | NA | NA |
RSquared | NA | 0.79 | 0.71 | 0.92 | 0.96 | 0.96 | NA | NA | 0.86 | 0.7 | 0.98 | 0.97 | 0.99 | 0.99 | 0.98 | 0.95 | 0.92 | 0.98 | 0.78 | 0.98 | 0.95 | 0.98 | 0.99 | 0.9 | 0.98 | 0.87 | 0.47 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 4.4 | 6.4 | 7.3 | 6.7 | 9.4 | 6.3 | N/A | 4.7 | 7.6 | 9.2 | 6.9 | 7.5 | 7.0 | 6.6 | 4.1 | 8.5 | 6.8 | 3.7 | 2.5 | 2.2 | 2.1 | 3.1 | 4.4 | 5.6 | 3.9 | 2.7 | 2.7 | 0.0 | 0.0 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -53.7 | 8.8 | 11.9 | 149.7 | N/A | N/A | N/A | -53.7 | -14.0 | 43.0 | 6.4 | -8.7 | 18.4 | 64.2 | -56.6 | 25.8 | 106.4 | 67.9 | 7.7 | 18.2 | -12.0 | -58.3 | -21.1 | 58.3 | 54.8 | 6.9 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/2002
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