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PTBMX: PRINCIPAL LIFETIME 2020 FUND R-3 (MUTUAL FUND)
Basic Info 12.34 0(0.0%) May 17
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (42%) |
Start Date: | 12/26/2001 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 4.66% |
Expenses | 0.79% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/26/2003 |
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(%) | 0.9 | 1.4 | 11.2 | 0.9 | 5.3 | 4.9 | 7.7 | 5.5 | 5.7 | 14.3 | -14.9 | 8.5 | 12.1 | 17.8 | -6.2 | 14.4 | 5.2 | -1.7 | 5.0 | 15.3 | 14.0 | -1.6 | 14.1 | 26.7 | -34.1 | 2.0 | 13.9 | 8.6 | 11.7 | 20.8 | -7.5 | 0.7 |
Sharpe Ratio | NA | 0.0 | 0.96 | -0.16 | 0.36 | 0.43 | NA | NA | 0.37 | 1.4 | -1.39 | 1.29 | 0.77 | 2.84 | -0.9 | 3.64 | 0.61 | -0.2 | 0.7 | 1.98 | 1.61 | -0.1 | 1.04 | 1.34 | -1.21 | -0.08 | 1.4 | 0.89 | 1.47 | 2.44 | -0.85 | 14.22 |
Draw Down(%) | NA | 3.8 | 6.9 | 20.1 | 20.4 | 20.4 | NA | NA | 49.5 | 6.9 | 19.4 | 3.2 | 20.4 | 2.8 | 12.3 | 1.1 | 7.1 | 8.8 | 5.6 | 6.6 | 7.3 | 16.6 | 10.9 | 21.1 | 43.8 | 8.2 | 6.2 | 4.5 | 7.5 | 6.5 | 14.7 | 0.1 |
Standard Deviation(%) | NA | 7.7 | 7.6 | 8.9 | 10.1 | 8.8 | NA | NA | 11.8 | 7.3 | 11.8 | 6.6 | 15.3 | 5.8 | 8.4 | 3.8 | 8.2 | 8.6 | 7.1 | 7.7 | 8.7 | 17.0 | 13.5 | 19.8 | 28.9 | 12.3 | 7.6 | 7.2 | 7.3 | 8.3 | 10.1 | 5.7 |
Treynor Ratio | NA | 0.0 | 0.07 | -0.01 | 0.25 | 0.2 | NA | NA | 0.1 | 0.22 | -0.16 | 0.09 | 0.3 | 6.6 | -0.42 | 0.14 | 0.05 | -0.02 | 0.05 | 0.14 | 0.14 | -0.01 | 0.13 | 0.27 | -0.34 | -0.01 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.03 | 0.06 | -0.03 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.04 | -0.02 | 0.01 | NA | NA | NA | NA | NA |
Beta | NA | 1.17 | 1.01 | 1.02 | 0.15 | 0.19 | NA | NA | 0.44 | 0.47 | 1.02 | 0.98 | 0.39 | 0.02 | 0.18 | 0.99 | 1.01 | 1.02 | 0.97 | 1.07 | 1.02 | 1.11 | 1.09 | 0.97 | 1.01 | 1.02 | 0.85 | NA | NA | NA | NA | NA |
RSquared | NA | 0.79 | 0.67 | 0.88 | 0.15 | 0.19 | NA | NA | 0.38 | 0.38 | 0.96 | 0.84 | 0.39 | 0.05 | 0.22 | 0.9 | 0.98 | 0.98 | 0.77 | 0.98 | 0.93 | 0.98 | 0.99 | 0.88 | 0.97 | 0.87 | 0.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 4.7 | 6.3 | 7.0 | 5.9 | 7.5 | 5.7 | N/A | 4.9 | 7.2 | 8.8 | 5.7 | 8.8 | 5.9 | 5.6 | 3.3 | 7.5 | 5.7 | 2.7 | 2.1 | 1.7 | 1.9 | 2.9 | 4.4 | 4.9 | 3.4 | 2.1 | 2.9 | 1.4 | 0.8 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -47.1 | 4.9 | 23.5 | 146.9 | N/A | N/A | N/A | -46.1 | -19.0 | 63.6 | -29.4 | 31.3 | 13.7 | 78.0 | -61.0 | 31.2 | 128.6 | 52.2 | 15.0 | 0.0 | -16.7 | -59.3 | -11.9 | 59.5 | 68.0 | -21.9 | 146.2 | 62.5 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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