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PPEAX: PRINCIPAL LIFETIME 2050 FUND CLASS A (MUTUAL FUND)
Basic Info 17.48 0(0.0%) May 16
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (69%) |
Start Date: | 11/02/2005 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 4.36% |
Expenses | 0.92% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 7.3 | 23.5 | 4.1 | 9.8 | 8.1 | 10.6 | 6.9 | 21.8 | -21.2 | 19.8 | 16.2 | 26.2 | -9.1 | 21.7 | 5.2 | -1.1 | 5.8 | 23.4 | 17.0 | -4.4 | 16.0 | 29.3 | -39.3 | 4.3 | 16.4 | 3.0 |
Sharpe Ratio | NA | 1.16 | 1.48 | 0.07 | 0.41 | 0.44 | NA | 0.32 | 1.42 | -1.01 | 1.61 | 0.54 | 2.35 | -0.74 | 3.38 | 0.38 | -0.08 | 0.56 | 2.19 | 1.36 | -0.19 | 0.88 | 1.13 | -1.08 | 0.09 | 1.32 | 2.5 |
Draw Down(%) | NA | 5.2 | 10.9 | 28.2 | 32.7 | 32.7 | NA | 55.9 | 10.9 | 28.2 | 5.9 | 32.7 | 5.6 | 18.7 | 1.9 | 11.4 | 11.8 | 8.0 | 7.6 | 10.9 | 21.7 | 14.4 | 25.0 | 50.0 | 10.2 | 9.7 | 1.3 |
Standard Deviation(%) | NA | 11.3 | 11.5 | 16.3 | 19.0 | 15.8 | NA | 18.1 | 12.4 | 22.4 | 12.3 | 29.5 | 10.6 | 14.0 | 6.2 | 13.0 | 13.3 | 10.4 | 10.7 | 12.6 | 23.1 | 18.1 | 25.8 | 37.0 | 15.5 | 10.0 | 7.0 |
Treynor Ratio | NA | 0.15 | 0.18 | 0.01 | 0.09 | 0.08 | NA | 0.07 | 0.2 | -0.25 | 0.22 | 0.19 | 0.3 | -0.13 | 0.24 | 0.05 | -0.01 | 0.07 | 0.25 | 0.18 | -0.05 | 0.16 | 0.33 | -0.45 | 0.01 | 0.14 | 0.2 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | -0.03 | 0.0 | 0.02 | -0.04 | 0.0 | 0.01 | 0.01 |
Beta | NA | 0.89 | 0.92 | 0.9 | 0.86 | 0.86 | NA | 0.89 | 0.9 | 0.9 | 0.88 | 0.83 | 0.83 | 0.8 | 0.87 | 0.96 | 0.83 | 0.79 | 0.94 | 0.95 | 0.97 | 0.99 | 0.88 | 0.89 | 0.9 | 0.92 | 0.86 |
RSquared | NA | 0.84 | 0.86 | 0.92 | 0.94 | 0.94 | NA | 0.93 | 0.9 | 0.94 | 0.88 | 0.96 | 0.97 | 0.96 | 0.87 | 0.95 | 0.94 | 0.75 | 0.95 | 0.93 | 0.96 | 0.97 | 0.86 | 0.97 | 0.87 | 0.86 | 0.82 |
Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.6 | 6.6 | 8.3 | 5.3 | 8.0 | 6.8 | 5.5 | 4.5 | 5.3 | 6.8 | 5.0 | 2.1 | 1.6 | 1.8 | 2.0 | 3.8 | 5.4 | 3.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -48.4 | -13.3 | 70.2 | -20.8 | -1.9 | 44.0 | 25.0 | -21.1 | -21.6 | 54.0 | 186.4 | 22.2 | 0.0 | 12.5 | -68.6 | -30.1 | 97.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/2005
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