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PTCMX: PRINCIPAL LIFETIME 2030 FUND R-3 (MUTUAL FUND)
Basic Info 14.1 0.02(0.14%) May 17
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (46%) |
Start Date: | 12/26/2001 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 3.91% |
Expenses | 1.14% |
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Performance Analytics (As of 05/16/2024)
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 | 2.9 | 14.4 | 1.6 | 6.8 | 6.1 | 8.8 | 6.3 | 6.4 | 16.9 | -19.0 | 14.4 | 14.1 | 21.7 | -7.9 | 17.8 | 5.2 | -1.5 | 5.3 | 18.6 | 15.0 | -2.7 | 14.9 | 28.1 | -36.6 | 3.2 | 14.6 | 9.3 | 12.2 | 22.6 | -10.5 | 0.7 |
Sharpe Ratio | NA | 0.16 | 1.02 | -0.11 | 0.36 | 0.42 | NA | NA | 0.35 | 1.42 | -1.32 | 1.57 | 0.65 | 2.57 | -0.84 | 3.5 | 0.49 | -0.14 | 0.62 | 2.06 | 1.47 | -0.14 | 0.97 | 1.24 | -1.14 | 0.01 | 1.33 | 0.88 | 1.39 | 2.25 | -0.93 | 9.59 |
Draw Down(%) | NA | 4.1 | 8.7 | 24.3 | 25.9 | 25.9 | NA | NA | 52.6 | 8.7 | 24.3 | 4.2 | 25.9 | 4.0 | 15.7 | 1.4 | 8.9 | 10.2 | 6.6 | 7.1 | 8.8 | 18.8 | 12.4 | 22.9 | 46.8 | 9.2 | 7.6 | 5.0 | 7.4 | 8.2 | 18.6 | 0.3 |
Standard Deviation(%) | NA | 9.0 | 8.9 | 11.5 | 13.6 | 11.7 | NA | NA | 14.1 | 9.0 | 15.5 | 9.1 | 21.3 | 7.9 | 11.0 | 4.9 | 10.3 | 10.7 | 8.6 | 9.0 | 10.2 | 19.4 | 15.4 | 22.5 | 32.8 | 13.8 | 8.5 | 8.1 | 8.1 | 9.8 | 12.5 | 7.9 |
Treynor Ratio | NA | 0.01 | 0.1 | -0.01 | 0.05 | 0.05 | NA | NA | 0.05 | 0.14 | -0.2 | 0.14 | 0.14 | 0.19 | -0.09 | 0.16 | 0.05 | -0.02 | 0.06 | 0.18 | 0.16 | -0.03 | 0.15 | 0.31 | -0.4 | 0.0 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 | -0.02 | 0.01 | NA | NA | NA | NA | NA |
Beta | NA | 1.09 | 0.95 | 1.0 | 0.99 | 1.0 | NA | NA | 0.96 | 0.94 | 1.0 | 1.05 | 0.98 | 1.05 | 1.06 | 1.06 | 1.0 | 0.99 | 0.93 | 1.02 | 0.95 | 1.0 | 1.0 | 0.92 | 0.94 | 0.94 | 0.85 | NA | NA | NA | NA | NA |
RSquared | NA | 0.88 | 0.75 | 0.91 | 0.95 | 0.96 | NA | NA | 0.86 | 0.79 | 0.96 | 0.93 | 0.99 | 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 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 3.9 | 6.0 | 6.8 | 6.1 | 8.1 | 5.9 | N/A | 4.1 | 7.2 | 8.7 | 6.3 | 6.8 | 6.4 | 5.9 | 3.5 | 8.0 | 6.2 | 3.2 | 1.9 | 1.6 | 1.6 | 2.5 | 4.0 | 5.0 | 3.2 | 2.1 | 2.7 | 1.0 | 0.5 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | -56.3 | 9.9 | 13.2 | 169.5 | N/A | N/A | N/A | -56.5 | -14.2 | 47.3 | 7.1 | -9.6 | 20.5 | 73.3 | -60.5 | 29.5 | 120.0 | 90.5 | 10.5 | 11.8 | -15.0 | -63.0 | -20.6 | 70.0 | 66.7 | -17.2 | 222.2 | 80.0 | -44.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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