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PVASX: PRINCIPAL LIFETIME 2010 FUND R-1 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/23/2004 |
| Last Dividend Date: | 05/11/2023 |
| 12-Mo. Yield | 5.87% |
| Expenses | 0.72% |
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Performance Analytics (As of 05/25/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/11/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.9 | 2.8 | 2.9 | 3.5 | 3.4 | 3.5 | 3.9 | -12.9 | -1.7 | 8.6 | 13.3 | -4.7 | 10.3 | 4.3 | -1.9 | 2.9 | 11.1 | 11.0 | 0.3 | 13.3 | 23.8 | -30.9 | 0.4 | 13.6 | 3.9 | 0.4 |
| Sharpe Ratio | NA | -0.02 | 0.23 | 0.23 | 0.43 | NA | 0.28 | 0.95 | -1.38 | -0.23 | 0.81 | 3.21 | -1.06 | 3.55 | 0.73 | -0.32 | 0.58 | 1.95 | 1.94 | 0.02 | 1.23 | 1.45 | -1.37 | -0.27 | 1.76 | 0.32 | NA |
| Draw Down(%) | NA | 9.8 | 18.5 | 18.5 | 18.5 | NA | 45.0 | 3.7 | 17.9 | 7.1 | 15.0 | 1.6 | 8.9 | 0.9 | 4.8 | 7.1 | 3.9 | 5.5 | 4.8 | 11.3 | 8.3 | 18.2 | 39.4 | 6.7 | 4.1 | 3.5 | NA |
| Standard Deviation(%) | NA | 9.3 | 7.4 | 7.4 | 6.4 | NA | 9.5 | 5.7 | 10.4 | 7.3 | 10.3 | 3.7 | 5.7 | 2.7 | 5.6 | 5.9 | 5.1 | 5.7 | 5.7 | 11.0 | 10.8 | 16.3 | 23.2 | 9.9 | 5.9 | 5.4 | NA |
| Treynor Ratio | NA | 0.0 | 0.02 | 0.02 | 0.03 | NA | 0.02 | 0.06 | -0.13 | -0.01 | 0.08 | 0.13 | -0.06 | 0.14 | 0.03 | -0.02 | 0.03 | 0.11 | 0.09 | 0.0 | 0.08 | 0.13 | -0.17 | -0.02 | 0.11 | 0.02 | NA |
| Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | NA | -0.01 | 0.0 | 0.0 | -0.03 | -0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.03 | 0.01 | -0.01 | 0.01 | 0.01 | -0.02 | -0.01 | 0.04 | 0.02 | NA |
| Beta | NA | 1.0 | 0.72 | 0.84 | 0.93 | NA | 1.33 | 0.94 | 1.09 | 1.15 | 1.05 | 0.93 | 0.96 | 0.71 | 1.18 | 1.01 | 1.17 | 1.04 | 1.23 | 1.67 | 1.74 | 1.76 | 1.84 | 1.46 | 0.97 | 0.85 | NA |
| RSquared | NA | 0.8 | 0.57 | 0.7 | 0.73 | NA | 0.72 | 0.85 | 0.82 | 0.43 | 0.96 | 0.75 | 0.69 | 0.5 | 0.84 | 0.68 | 0.6 | 0.63 | 0.71 | 0.84 | 0.79 | 0.81 | 0.83 | 0.58 | 0.52 | 0.42 | NA |
| Yield(%) | N/A | 5.9 | 6.2 | 6.0 | 4.6 | 3.9 | N/A | 1.6 | 3.9 | 6.5 | 6.3 | 6.6 | 6.7 | 4.3 | 3.2 | 3.9 | 1.3 | 1.2 | 1.7 | 1.6 | 2.2 | 3.0 | 4.5 | 4.6 | 3.0 | 1.6 | 2.0 |
| Dividend Growth(%) | N/A | -20.8 | 4.2 | 126.0 | N/A | N/A | N/A | -66.4 | -40.7 | 7.4 | 2.0 | -13.6 | 64.0 | 37.2 | -21.9 | 207.7 | 18.2 | -21.9 | 1.1 | -19.6 | -8.2 | -57.3 | -4.7 | 62.7 | 93.7 | -19.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2006
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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