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PTBAX: PRINCIPAL LIFETIME 2020 FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 11/02/2005 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 6.80% |
| Expenses | 0.79% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/02/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 3.6 | 6.6 | 4.8 | 1.5 | 3.2 | 5.3 | 4.2 | 0.1 | 9.4 | -20.2 | 2.0 | 8.1 | 18.0 | -6.1 | 14.6 | 5.4 | -1.5 | 5.2 | 15.5 | 14.3 | -1.5 | 14.4 | 27.0 | -34.0 | 2.1 | 14.8 | 2.6 |
| Sharpe Ratio | NA | 0.52 | 0.43 | 0.16 | -0.06 | 0.19 | NA | 0.24 | -0.81 | 0.7 | -1.6 | 0.2 | 0.51 | 2.86 | -0.89 | 3.65 | 0.63 | -0.18 | 0.74 | 1.99 | 1.64 | -0.09 | 1.06 | 1.36 | -1.2 | -0.07 | 1.52 | 2.75 |
| Draw Down(%) | NA | 7.0 | 7.1 | 12.4 | 26.2 | 26.2 | NA | 49.3 | 9.2 | 6.8 | 20.7 | 9.0 | 20.3 | 2.8 | 12.2 | 1.2 | 7.1 | 8.7 | 5.5 | 6.5 | 7.3 | 16.5 | 10.8 | 21.1 | 43.7 | 8.2 | 6.2 | 1.1 |
| Standard Deviation(%) | NA | 9.5 | 7.8 | 9.2 | 9.7 | 9.5 | NA | 12.4 | 8.0 | 7.5 | 13.5 | 9.8 | 15.6 | 5.8 | 8.4 | 3.9 | 8.2 | 8.7 | 7.0 | 7.8 | 8.8 | 16.9 | 13.4 | 19.8 | 29.1 | 12.4 | 7.6 | 5.4 |
| Treynor Ratio | NA | 0.04 | 0.03 | 0.01 | -0.01 | 0.09 | NA | 0.06 | -0.06 | 0.06 | -0.22 | 0.11 | 0.12 | 6.95 | -0.42 | 0.14 | 0.05 | -0.02 | 0.05 | 0.14 | 0.14 | -0.01 | 0.13 | 0.28 | -0.34 | -0.01 | 0.13 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | NA | 0.0 | -0.03 | 0.0 | -0.02 | 0.01 | 0.01 | 0.06 | -0.03 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.04 | -0.02 | 0.01 | NA |
| Beta | NA | 1.2 | 1.15 | 1.07 | 1.07 | 0.2 | NA | 0.47 | 1.11 | 0.89 | 0.98 | 0.17 | 0.66 | 0.02 | 0.18 | 1.0 | 1.01 | 1.02 | 0.97 | 1.08 | 1.02 | 1.1 | 1.09 | 0.98 | 1.02 | 1.02 | 0.85 | NA |
| RSquared | NA | 0.97 | 0.97 | 0.8 | 0.74 | 0.16 | NA | 0.41 | 0.6 | 0.71 | 0.72 | 0.08 | 0.5 | 0.05 | 0.21 | 0.89 | 0.98 | 0.97 | 0.77 | 0.98 | 0.93 | 0.98 | 0.99 | 0.88 | 0.97 | 0.87 | 0.36 | 0.0 |
| Yield(%) | N/A | 0.0 | 6.8 | 3.8 | 2.9 | 4.3 | 5.1 | N/A | 7.1 | 2.6 | 1.7 | 2.3 | 1.7 | 9.0 | 6.0 | 5.8 | 3.4 | 7.5 | 5.8 | 2.9 | 2.2 | 1.9 | 2.1 | 3.0 | 4.4 | 5.0 | 3.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 185.7 | -16.6 | -53.6 | N/A | N/A | N/A | 185.7 | 18.5 | -22.8 | 40.0 | -79.2 | 31.0 | 13.3 | 73.8 | -59.0 | 29.5 | 121.1 | 49.0 | 11.1 | 1.8 | -13.3 | -57.5 | -12.5 | 58.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2005
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