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PTAPX: PRINCIPAL LIFETIME 2010 FUND R-5 (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 | 6.78% |
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 | 3.6 | 3.4 | 3.5 | 4.1 | 4.0 | 5.0 | 4.9 | 4.1 | -15.0 | -1.7 | 8.6 | 14.1 | -4.2 | 11.0 | 5.0 | -1.3 | 4.6 | 10.7 | 11.7 | 1.0 | 13.9 | 24.6 | -30.4 | 0.3 | 12.3 | 7.1 | 11.6 | 18.4 | -4.7 | 0.7 |
Sharpe Ratio | NA | 0.04 | 0.3 | 0.31 | 0.52 | NA | NA | 0.42 | 1.01 | -1.52 | -0.22 | 0.8 | 3.4 | -0.97 | 3.86 | 0.85 | -0.22 | 0.94 | 1.94 | 2.07 | 0.08 | 1.28 | 1.49 | -1.38 | -0.27 | 1.43 | 0.84 | 1.75 | 2.61 | -0.74 | 19.74 |
Draw Down(%) | NA | 9.7 | 19.4 | 19.4 | 19.4 | NA | NA | 44.5 | 3.7 | 19.4 | 7.5 | 15.0 | 1.6 | 8.3 | 0.9 | 4.7 | 6.8 | 3.9 | 5.4 | 4.7 | 11.1 | 8.1 | 18.1 | 39.0 | 6.6 | 4.0 | 3.5 | 6.6 | 4.8 | 10.8 | 0.0 |
Standard Deviation(%) | NA | 9.2 | 7.6 | 7.6 | 6.5 | NA | NA | 9.2 | 5.7 | 10.8 | 7.7 | 10.4 | 3.7 | 5.7 | 2.7 | 5.7 | 5.9 | 4.9 | 5.5 | 5.7 | 11.0 | 10.8 | 16.4 | 22.6 | 10.1 | 6.3 | 5.8 | 6.1 | 6.8 | 7.8 | 4.2 |
Treynor Ratio | NA | 0.0 | 0.03 | 0.03 | 0.04 | NA | NA | 0.03 | 0.06 | -0.15 | -0.01 | 0.08 | 0.14 | -0.06 | 0.15 | 0.04 | -0.01 | 0.04 | 0.1 | 0.1 | 0.01 | 0.08 | 0.14 | -0.17 | -0.02 | 0.1 | 0.06 | 0.12 | 0.29 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.03 | -0.01 | 0.02 | 0.01 | 0.03 | 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 | 1.0 | 0.73 | 0.84 | 0.93 | NA | NA | 1.32 | 0.94 | 1.09 | 1.22 | 1.04 | 0.93 | 0.95 | 0.69 | 1.19 | 1.0 | 1.16 | 1.03 | 1.23 | 1.67 | 1.75 | 1.77 | 1.83 | 1.47 | 0.93 | 0.83 | 0.87 | 0.62 | NA | NA |
RSquared | NA | 0.8 | 0.54 | 0.68 | 0.72 | NA | NA | 0.67 | 0.84 | 0.77 | 0.44 | 0.94 | 0.75 | 0.68 | 0.49 | 0.85 | 0.68 | 0.64 | 0.66 | 0.71 | 0.84 | 0.79 | 0.81 | 0.86 | 0.56 | 0.41 | 0.35 | 0.4 | 0.03 | 0.0 | 0.0 |
Yield(%) | N/A | 6.8 | 6.9 | 6.7 | 5.3 | 4.5 | 5.2 | N/A | 1.9 | 4.6 | 7.2 | 6.9 | 7.2 | 7.5 | 5.0 | 4.1 | 4.6 | 2.0 | 1.9 | 2.4 | 2.3 | 3.0 | 3.6 | 4.9 | 5.2 | 3.7 | 2.3 | 3.1 | 1.6 | 1.3 | 1.3 |
Dividend Growth(%) | N/A | -16.9 | 4.2 | 99.4 | N/A | N/A | N/A | N/A | -66.1 | -37.9 | 8.0 | 2.3 | -14.9 | 57.8 | 25.5 | -16.4 | 134.6 | 13.0 | -11.5 | 0.0 | -13.3 | 0.0 | -51.6 | -8.8 | 51.1 | 66.7 | -20.6 | 126.7 | 15.4 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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