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PTAMX: PRINCIPAL LIFETIME 2010 FUND R-3 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/26/2001 |
Last Dividend Date: | 05/11/2023 |
12-Mo. Yield | 6.33% |
Expenses | 0.72% |
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Performance Analytics (As of 05/25/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/25/2003 |
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(%) | 0.0 | 3.2 | 3.0 | 3.1 | 3.8 | 3.7 | 4.6 | 4.5 | 4.0 | -14.7 | 0.3 | 8.5 | 13.8 | -4.5 | 10.7 | 4.7 | -1.5 | 4.3 | 10.4 | 11.3 | 0.6 | 13.3 | 24.2 | -30.7 | 0.3 | 11.9 | 6.4 | 11.1 | 18.1 | -4.9 | 0.6 |
Sharpe Ratio | NA | 0.01 | 0.23 | 0.25 | 0.45 | NA | NA | 0.38 | 0.98 | -1.5 | 0.04 | 0.81 | 3.37 | -1.03 | 3.65 | 0.8 | -0.27 | 0.87 | 1.85 | 1.99 | 0.05 | 1.22 | 1.48 | -1.4 | -0.27 | 1.42 | 0.75 | 1.68 | 2.55 | -0.77 | 13.59 |
Draw Down(%) | NA | 9.7 | 20.6 | 20.6 | 20.6 | NA | NA | 44.8 | 3.8 | 19.3 | 6.4 | 14.9 | 1.6 | 8.5 | 0.9 | 4.8 | 6.9 | 3.9 | 5.4 | 4.7 | 11.3 | 8.4 | 18.1 | 39.2 | 6.7 | 4.0 | 3.4 | 6.7 | 4.9 | 10.9 | 0.1 |
Standard Deviation(%) | NA | 9.3 | 8.4 | 8.0 | 6.8 | NA | NA | 9.3 | 5.6 | 10.7 | 6.6 | 10.3 | 3.7 | 5.6 | 2.8 | 5.6 | 5.9 | 4.9 | 5.6 | 5.7 | 11.0 | 10.8 | 16.3 | 22.6 | 10.0 | 6.1 | 5.7 | 6.1 | 6.8 | 7.8 | 4.8 |
Treynor Ratio | NA | 0.0 | 0.03 | 0.02 | 0.03 | NA | NA | 0.03 | 0.06 | -0.15 | 0.0 | 0.08 | 0.14 | -0.06 | 0.14 | 0.04 | -0.02 | 0.04 | 0.1 | 0.09 | 0.0 | 0.08 | 0.14 | -0.17 | -0.02 | 0.09 | 0.05 | 0.12 | 0.3 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | -0.01 | 0.0 | -0.01 | -0.02 | -0.01 | 0.02 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | 0.03 | 0.02 | -0.01 | 0.01 | 0.02 | -0.02 | -0.02 | 0.04 | 0.03 | 0.03 | 0.06 | NA | NA |
Beta | NA | 1.01 | 0.71 | 0.82 | 0.92 | NA | NA | 1.31 | 0.93 | 1.09 | 0.97 | 1.04 | 0.91 | 0.94 | 0.7 | 1.17 | 1.01 | 1.15 | 1.04 | 1.23 | 1.68 | 1.74 | 1.75 | 1.83 | 1.47 | 0.93 | 0.81 | 0.86 | 0.58 | NA | NA |
RSquared | NA | 0.8 | 0.42 | 0.58 | 0.64 | NA | NA | 0.65 | 0.85 | 0.79 | 0.37 | 0.94 | 0.75 | 0.68 | 0.49 | 0.85 | 0.69 | 0.64 | 0.65 | 0.71 | 0.85 | 0.78 | 0.81 | 0.86 | 0.57 | 0.44 | 0.36 | 0.39 | 0.02 | 0.0 | 0.0 |
Yield(%) | N/A | 6.3 | 6.6 | 6.4 | 5.0 | 4.2 | 4.8 | N/A | 1.7 | 4.3 | 6.9 | 6.6 | 6.9 | 7.1 | 4.7 | 3.7 | 4.2 | 1.7 | 1.6 | 2.1 | 1.9 | 2.2 | 3.3 | 4.7 | 4.9 | 3.4 | 2.0 | 3.2 | 1.2 | 1.0 | 1.0 |
Dividend Growth(%) | N/A | -18.7 | 4.1 | 109.5 | N/A | N/A | N/A | N/A | -67.0 | -38.8 | 6.6 | 2.4 | -13.5 | 58.6 | 30.5 | -17.9 | 160.6 | 11.9 | -14.6 | 5.6 | -4.0 | -18.0 | -54.2 | -7.6 | 56.4 | 79.5 | -33.6 | 208.0 | 8.7 | 2.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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