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PTBSX: PRINCIPAL LIFETIME 2020 FUND R-4 (MUTUAL FUND)
Basic Info 12.41 0(0.0%) May 16
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (84%) |
Start Date: | 12/26/2001 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 4.85% |
Expenses | 0.79% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 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(%) | 1.1 | 1.5 | 12.0 | 1.1 | 5.5 | 5.1 | 7.9 | 5.7 | 5.9 | 14.8 | -16.6 | 11.1 | 12.3 | 18.0 | -6.1 | 14.5 | 5.4 | -1.5 | 5.2 | 15.5 | 14.2 | -1.5 | 14.5 | 26.9 | -34.0 | 2.0 | 14.0 | 9.0 | 11.8 | 21.1 | -7.3 | 0.6 |
Sharpe Ratio | NA | -0.34 | 0.79 | -0.19 | 0.35 | 0.44 | NA | NA | 0.38 | 1.44 | -1.51 | 1.61 | 0.78 | 2.85 | -0.88 | 3.64 | 0.64 | -0.18 | 0.74 | 2.0 | 1.64 | -0.09 | 1.07 | 1.35 | -1.2 | -0.08 | 1.41 | 0.95 | 1.5 | 2.45 | -0.85 | 10.12 |
Draw Down(%) | NA | 3.9 | 6.9 | 21.0 | 21.0 | 21.0 | NA | NA | 49.4 | 6.9 | 21.0 | 3.3 | 20.3 | 2.8 | 12.1 | 1.1 | 7.1 | 8.7 | 5.5 | 6.6 | 7.3 | 16.5 | 10.8 | 21.2 | 43.7 | 8.2 | 6.2 | 4.5 | 7.4 | 6.5 | 14.6 | 0.2 |
Standard Deviation(%) | NA | 8.1 | 7.8 | 9.1 | 10.3 | 8.9 | NA | NA | 11.9 | 7.4 | 11.9 | 6.9 | 15.4 | 5.8 | 8.4 | 3.8 | 8.1 | 8.6 | 7.0 | 7.7 | 8.7 | 17.0 | 13.4 | 19.8 | 28.9 | 12.2 | 7.7 | 7.3 | 7.3 | 8.3 | 10.0 | 6.4 |
Treynor Ratio | NA | -0.02 | 0.06 | -0.02 | 0.24 | 0.21 | NA | NA | 0.1 | 0.23 | -0.18 | 0.11 | 0.31 | 6.38 | -0.41 | 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 | 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 | -0.01 | 0.01 | 0.03 | 0.06 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.04 | -0.02 | 0.01 | NA | NA | NA | NA | NA |
Beta | NA | 1.2 | 1.01 | 1.01 | 0.15 | 0.19 | NA | NA | 0.44 | 0.46 | 1.02 | 0.99 | 0.39 | 0.03 | 0.18 | 1.0 | 0.96 | 1.02 | 0.97 | 1.07 | 1.02 | 1.11 | 1.09 | 0.98 | 1.01 | 1.01 | 0.86 | NA | NA | NA | NA | NA |
RSquared | NA | 0.75 | 0.65 | 0.83 | 0.15 | 0.19 | NA | NA | 0.38 | 0.36 | 0.93 | 0.79 | 0.39 | 0.05 | 0.22 | 0.9 | 0.91 | 0.98 | 0.78 | 0.98 | 0.93 | 0.98 | 0.99 | 0.88 | 0.97 | 0.86 | 0.35 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 4.9 | 6.5 | 7.1 | 6.1 | 7.8 | 5.9 | N/A | 5.1 | 7.3 | 9.0 | 5.9 | 9.0 | 6.1 | 5.7 | 3.5 | 7.6 | 5.8 | 3.0 | 2.2 | 2.0 | 2.1 | 3.1 | 4.5 | 5.1 | 3.6 | 2.3 | 3.0 | 1.6 | 1.0 | 1.0 |
Dividend Growth(%) | N/A | -100.0 | -46.1 | 4.9 | 22.5 | 139.8 | N/A | N/A | N/A | -45.7 | -18.6 | 61.3 | -28.6 | 30.2 | 14.7 | 70.5 | -58.9 | 30.5 | 115.8 | 52.0 | 8.7 | 4.5 | -15.4 | -57.4 | -11.6 | 53.3 | 66.7 | -18.2 | 120.0 | 50.0 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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