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PYASX: PRINCIPAL LIFETIME 2040 FUND R-1 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 12/23/2004 |
| Last Dividend Date: | 12/29/2023 |
| 12-Mo. Yield | 0.55% |
| Expenses | 0.83% |
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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(%) | 1.1 | 16.1 | -2.7 | 3.4 | 4.8 | 6.7 | 5.0 | 13.3 | 13.8 | -24.5 | 7.7 | 10.2 | 23.9 | -8.7 | 19.6 | 4.5 | -1.7 | 4.6 | 22.0 | 15.7 | -4.2 | 14.8 | 28.4 | -38.7 | 4.0 | 16.9 | 6.9 | 0.4 |
| Sharpe Ratio | NA | 0.93 | -0.43 | 0.06 | 0.22 | NA | 0.23 | 0.82 | 0.84 | -1.25 | 0.6 | 0.4 | 2.37 | -0.79 | 3.33 | 0.36 | -0.14 | 0.46 | 2.16 | 1.34 | -0.2 | 0.87 | 1.17 | -1.12 | 0.07 | 1.49 | 0.55 | NA |
| Draw Down(%) | NA | 5.6 | 29.2 | 30.3 | 30.3 | NA | 54.9 | 5.6 | 10.1 | 25.3 | 10.2 | 30.1 | 4.9 | 17.5 | 1.7 | 10.5 | 11.3 | 7.6 | 7.5 | 10.2 | 20.8 | 13.9 | 24.2 | 49.1 | 9.9 | 8.5 | 5.6 | NA |
| Standard Deviation(%) | NA | 10.1 | 15.5 | 17.0 | 14.3 | NA | 16.4 | 9.6 | 11.4 | 20.8 | 12.9 | 25.1 | 9.5 | 12.8 | 5.7 | 11.9 | 12.3 | 9.9 | 10.1 | 11.8 | 21.6 | 16.9 | 24.2 | 35.3 | 14.9 | 9.2 | 8.6 | NA |
| Treynor Ratio | NA | 0.09 | -0.09 | 0.01 | 0.04 | NA | 0.04 | 0.08 | 0.09 | -0.24 | 0.24 | 0.14 | 0.66 | -0.13 | 0.19 | 0.05 | -0.02 | 0.05 | 0.22 | 0.17 | -0.04 | 0.15 | 0.31 | -0.41 | 0.01 | 0.15 | 0.0 | NA |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.02 | -0.03 | 0.03 | 0.0 | 0.05 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.03 | -0.01 | 0.01 | NA | NA |
| Beta | NA | 1.05 | 0.74 | 0.75 | 0.73 | NA | 0.86 | 1.02 | 1.1 | 1.07 | 0.32 | 0.72 | 0.34 | 0.77 | 1.0 | 0.94 | 0.93 | 0.89 | 0.99 | 0.95 | 0.98 | 1.0 | 0.91 | 0.96 | 0.98 | 0.9 | NA | NA |
| RSquared | NA | 0.91 | 0.59 | 0.6 | 0.64 | NA | 0.8 | 0.97 | 0.93 | 0.88 | 0.21 | 0.57 | 0.4 | 0.8 | 0.96 | 0.99 | 0.98 | 0.78 | 0.98 | 0.95 | 0.98 | 0.99 | 0.88 | 0.98 | 0.9 | 0.4 | 0.0 | NA |
| Yield(%) | N/A | 0.5 | 0.8 | 2.0 | 3.6 | 4.4 | N/A | 0.0 | 0.6 | 0.2 | 2.1 | 1.0 | 7.4 | 6.9 | 5.9 | 4.1 | 5.4 | 6.2 | 3.9 | 1.4 | 1.2 | 1.0 | 1.9 | 3.4 | 4.5 | 2.7 | 1.5 | 1.5 |
| Dividend Growth(%) | N/A | 148.9 | -79.3 | -62.0 | N/A | N/A | N/A | -100.0 | 148.9 | -90.5 | 126.1 | -84.3 | -11.4 | 34.5 | 47.7 | -30.2 | -13.6 | 79.1 | 219.5 | 15.2 | 31.4 | -32.3 | -67.2 | -24.6 | 85.5 | 89.9 | -2.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2006
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