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PTCAX: PRINCIPAL LIFETIME 2030 FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 11/07/2005 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 5.64% |
| Expenses | 1.14% |
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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 11/07/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 4.0 | 7.5 | 6.5 | 3.0 | 4.2 | 6.3 | 4.8 | 2.7 | 12.7 | -23.2 | 5.7 | 9.2 | 22.0 | -7.8 | 18.0 | 5.4 | -1.3 | 5.5 | 18.9 | 15.2 | -2.6 | 15.1 | 28.4 | -36.6 | 3.2 | 15.5 | 2.4 |
| Sharpe Ratio | NA | 0.45 | 0.41 | 0.28 | 0.08 | 0.23 | NA | 0.25 | -0.43 | 0.93 | -1.44 | 0.5 | 0.43 | 2.62 | -0.82 | 3.54 | 0.5 | -0.12 | 0.64 | 2.1 | 1.49 | -0.13 | 0.97 | 1.25 | -1.16 | 0.02 | 1.44 | 2.37 |
| Draw Down(%) | NA | 9.7 | 9.7 | 14.5 | 28.9 | 28.9 | NA | 52.5 | 8.7 | 8.7 | 23.7 | 9.4 | 25.9 | 4.0 | 15.6 | 1.4 | 8.9 | 10.1 | 6.6 | 7.0 | 8.8 | 18.8 | 12.5 | 22.9 | 46.7 | 9.2 | 7.6 | 1.3 |
| Standard Deviation(%) | NA | 12.7 | 10.4 | 11.5 | 12.2 | 12.2 | NA | 14.7 | 8.9 | 9.2 | 17.2 | 11.3 | 20.9 | 7.9 | 11.1 | 4.9 | 10.3 | 10.6 | 8.6 | 9.0 | 10.3 | 19.4 | 15.4 | 22.6 | 32.3 | 13.9 | 8.6 | 6.2 |
| Treynor Ratio | NA | 0.06 | 0.04 | 0.03 | 0.01 | 0.03 | NA | 0.04 | -0.04 | 0.08 | -0.25 | 0.05 | 0.12 | 0.2 | -0.09 | 0.17 | 0.05 | -0.01 | 0.06 | 0.19 | 0.16 | -0.03 | 0.15 | 0.31 | -0.4 | 0.0 | 0.14 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.01 | -0.03 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.04 | -0.01 | 0.01 | NA |
| Beta | NA | 0.99 | 0.98 | 1.0 | 1.02 | 0.92 | NA | 0.94 | 0.99 | 1.04 | 1.0 | 1.09 | 0.72 | 1.04 | 1.07 | 1.06 | 1.0 | 0.98 | 0.93 | 1.01 | 0.95 | 1.0 | 1.0 | 0.92 | 0.92 | 0.94 | 0.86 | NA |
| RSquared | NA | 0.97 | 0.97 | 0.84 | 0.81 | 0.77 | NA | 0.88 | 0.77 | 0.94 | 0.8 | 0.65 | 0.56 | 0.99 | 0.98 | 0.95 | 0.99 | 0.98 | 0.77 | 0.98 | 0.95 | 0.98 | 0.99 | 0.9 | 0.98 | 0.89 | 0.5 | 0.0 |
| Yield(%) | N/A | 0.0 | 5.6 | 3.2 | 2.6 | 4.1 | 5.3 | N/A | 6.0 | 2.3 | 1.2 | 2.3 | 1.5 | 7.0 | 6.6 | 6.1 | 3.7 | 8.2 | 6.4 | 3.3 | 2.1 | 1.9 | 1.8 | 2.7 | 4.1 | 5.1 | 3.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 186.4 | -12.7 | -57.0 | N/A | N/A | N/A | 186.4 | 40.7 | -43.9 | 58.5 | -74.8 | -9.3 | 20.9 | 71.1 | -59.6 | 27.4 | 116.5 | 78.6 | 8.7 | 17.1 | -15.4 | -60.3 | -20.7 | 70.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2005
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