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PXASX: PRINCIPAL LIFETIME 2030 FUND R-1 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 12/23/2004 |
| Last Dividend Date: | 12/29/2023 |
| 12-Mo. Yield | 1.10% |
| Expenses | 1.14% |
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Performance Analytics (As of 11/25/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/11/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 13.5 | -4.0 | 1.7 | 3.6 | 5.7 | 4.3 | 10.2 | 11.5 | -24.0 | 5.1 | 8.7 | 21.4 | -8.2 | 17.4 | 4.9 | -1.9 | 4.3 | 19.2 | 14.5 | -3.1 | 15.2 | 27.8 | -36.9 | 3.2 | 16.6 | 6.5 | 0.3 |
| Sharpe Ratio | NA | 0.86 | -0.62 | -0.05 | 0.17 | NA | 0.22 | 0.58 | 0.8 | -1.48 | 0.44 | 0.4 | 2.54 | -0.87 | 3.42 | 0.46 | -0.18 | 0.49 | 2.12 | 1.42 | -0.16 | 0.98 | 1.23 | -1.17 | 0.01 | 1.58 | 0.56 | NA |
| Draw Down(%) | NA | 4.1 | 28.4 | 29.5 | 29.5 | NA | 52.8 | 4.1 | 8.8 | 24.3 | 9.5 | 25.9 | 4.0 | 15.9 | 1.4 | 8.9 | 10.3 | 6.6 | 7.0 | 8.9 | 19.0 | 12.0 | 22.9 | 46.9 | 9.2 | 7.6 | 5.1 | NA |
| Standard Deviation(%) | NA | 8.0 | 12.8 | 14.2 | 12.0 | NA | 14.5 | 7.6 | 9.1 | 17.2 | 11.4 | 20.9 | 7.9 | 11.1 | 4.9 | 10.3 | 10.6 | 8.7 | 9.0 | 10.2 | 19.4 | 15.4 | 22.4 | 32.2 | 13.8 | 8.5 | 7.8 | NA |
| Treynor Ratio | NA | 0.07 | -0.08 | -0.01 | 0.02 | NA | 0.03 | 0.05 | 0.07 | -0.25 | 0.05 | 0.12 | 0.19 | -0.09 | 0.16 | 0.05 | -0.02 | 0.05 | 0.19 | 0.15 | -0.03 | 0.15 | 0.3 | -0.41 | 0.0 | 0.16 | 0.0 | NA |
| Alpha | NA | -0.02 | -0.03 | -0.02 | -0.01 | NA | -0.01 | -0.01 | -0.02 | -0.04 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.04 | -0.02 | 0.02 | NA | NA |
| Beta | NA | 0.98 | 1.02 | 0.87 | 0.91 | NA | 0.93 | 0.95 | 1.03 | 1.0 | 1.09 | 0.72 | 1.04 | 1.06 | 1.06 | 1.0 | 0.99 | 0.94 | 1.01 | 0.95 | 1.0 | 1.0 | 0.91 | 0.92 | 0.93 | 0.85 | NA | NA |
| RSquared | NA | 0.91 | 0.79 | 0.67 | 0.76 | NA | 0.86 | 0.96 | 0.94 | 0.8 | 0.64 | 0.56 | 0.99 | 0.98 | 0.95 | 0.99 | 0.98 | 0.77 | 0.97 | 0.95 | 0.98 | 0.99 | 0.9 | 0.98 | 0.89 | 0.51 | 0.0 | NA |
| Yield(%) | N/A | 1.1 | 1.0 | 1.9 | 3.6 | 4.2 | N/A | 0.0 | 1.2 | 0.6 | 1.7 | 1.0 | 6.5 | 6.0 | 5.5 | 3.2 | 7.7 | 5.9 | 2.7 | 1.5 | 1.4 | 1.8 | 2.2 | 3.8 | 4.7 | 2.9 | 1.7 | 1.7 |
| Dividend Growth(%) | N/A | 60.8 | -73.4 | -63.3 | N/A | N/A | N/A | -100.0 | 60.8 | -65.3 | 72.5 | -81.5 | -8.9 | 21.9 | 79.6 | -62.7 | 28.8 | 149.4 | 100.0 | 7.6 | -16.4 | 3.8 | -64.8 | -18.5 | 78.6 | 77.5 | -2.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2006
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