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PTTIX: PRINCIPAL LIFETIME 2010 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/26/2001 |
Last Dividend Date: | 05/11/2023 |
12-Mo. Yield | 7.60% |
Expenses | 0.72% |
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Performance Analytics (As of 05/25/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/24/2002 |
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(%) | 0.0 | 3.7 | 3.6 | 3.8 | 4.3 | 4.3 | 5.2 | 5.3 | 4.2 | -15.3 | -1.7 | 8.6 | 14.4 | -3.9 | 11.2 | 5.3 | -1.1 | 4.9 | 10.9 | 12.0 | 1.2 | 14.2 | 24.9 | -30.3 | 0.3 | 12.5 | 7.7 | 11.8 | 16.9 | -6.0 | 0.7 |
Sharpe Ratio | NA | 0.06 | 0.33 | 0.34 | 0.56 | NA | NA | 0.42 | 1.07 | -1.52 | -0.23 | 0.81 | 3.51 | -0.93 | 3.93 | 0.91 | -0.18 | 1.01 | 1.96 | 2.15 | 0.1 | 1.3 | 1.51 | -1.34 | -0.27 | 1.43 | 0.93 | 1.74 | 2.28 | -0.88 | 19.89 |
Draw Down(%) | NA | 9.7 | 19.5 | 19.5 | 19.5 | NA | NA | 44.3 | 3.6 | 19.5 | 7.8 | 14.9 | 1.5 | 8.1 | 0.9 | 4.7 | 6.7 | 3.9 | 5.4 | 4.6 | 11.0 | 8.2 | 18.0 | 38.9 | 6.6 | 3.9 | 3.4 | 6.6 | 4.9 | 10.6 | 0.0 |
Standard Deviation(%) | NA | 9.3 | 7.7 | 7.6 | 6.5 | NA | NA | 9.3 | 5.6 | 11.0 | 7.7 | 10.4 | 3.7 | 5.6 | 2.7 | 5.6 | 5.9 | 4.9 | 5.6 | 5.6 | 11.0 | 10.8 | 16.5 | 23.3 | 10.2 | 6.5 | 5.9 | 6.2 | 7.1 | 8.1 | 3.8 |
Treynor Ratio | NA | 0.01 | 0.03 | 0.03 | 0.04 | NA | NA | 0.03 | 0.06 | -0.15 | -0.01 | 0.08 | 0.14 | -0.06 | 0.15 | 0.04 | -0.01 | 0.04 | 0.11 | 0.1 | 0.01 | 0.08 | 0.14 | -0.17 | -0.02 | 0.1 | 0.07 | 0.12 | 0.33 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | -0.01 | -0.03 | -0.01 | 0.02 | 0.01 | 0.03 | 0.01 | 0.01 | 0.0 | 0.03 | 0.02 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.04 | 0.03 | 0.03 | 0.06 | NA | NA |
Beta | NA | 1.0 | 0.73 | 0.84 | 0.93 | NA | NA | 1.33 | 0.93 | 1.09 | 1.22 | 1.04 | 0.92 | 0.95 | 0.7 | 1.17 | 1.01 | 1.15 | 1.03 | 1.22 | 1.67 | 1.74 | 1.78 | 1.86 | 1.48 | 0.91 | 0.84 | 0.88 | 0.49 | NA | NA |
RSquared | NA | 0.8 | 0.54 | 0.67 | 0.71 | NA | NA | 0.66 | 0.85 | 0.75 | 0.44 | 0.93 | 0.74 | 0.68 | 0.5 | 0.85 | 0.68 | 0.63 | 0.65 | 0.71 | 0.84 | 0.78 | 0.81 | 0.84 | 0.55 | 0.38 | 0.35 | 0.4 | 0.02 | 0.0 | 0.0 |
Yield(%) | N/A | 7.1 | 7.2 | 6.9 | 5.6 | 4.8 | 5.4 | N/A | 2.0 | 4.8 | 7.5 | 7.2 | 7.5 | 7.7 | 5.3 | 4.4 | 4.8 | 2.3 | 2.2 | 2.7 | 2.6 | 3.1 | 3.9 | 5.1 | 5.5 | 4.0 | 2.5 | 3.2 | 0.0 | 0.0 | 1.6 |
Dividend Growth(%) | N/A | -16.2 | 4.6 | 91.0 | 91.2 | N/A | N/A | N/A | -66.1 | -37.4 | 7.6 | 2.2 | -13.5 | 52.9 | 23.6 | -15.4 | 116.7 | 11.1 | -10.0 | 3.4 | -6.5 | -3.1 | -50.8 | -9.7 | 46.9 | 63.3 | -14.3 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/2002
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