Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PALTX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS A) | 3.49% | 10.51% | 8.73% | 1.94% | 3.74% | 3.78% | 3.48% | … | … |
Data as of 06/03/2026, Common starting date is 11/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PALTX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS A) | 11/02/2005 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 10.51 | 8.73 | 1.94 | 3.74 | 3.78 | 3.48 | … | … | 3.49 | 10.11 | 3.75 | 13.19 | -15.43 | -0.67 | 7.90 | 12.42 | -3.46 | 8.28 | 4.49 | -1.23 | 4.16 | 5.06 | 9.03 | 3.25 | 10.74 | 18.17 | -22.60 | -1.81 | 9.99 | 1.08 |
| Sharpe Ratio | NA | 1.55 | 0.90 | -0.08 | 0.34 | NA | NA | … | … | 0.98 | 1.15 | 0.02 | 1.46 | -1.68 | -0.10 | 0.90 | 3.87 | -1.14 | 3.77 | 1.19 | -0.34 | 1.37 | 1.34 | 3.12 | 0.61 | 2.01 | 2.15 | -2.02 | -0.95 | 1.37 | 1.19 |
| Standard Deviation(%) | NA | 5.32 | 6.41 | 7.43 | 6.27 | NA | NA | … | … | 6.57 | 6.32 | 6.08 | 6.58 | 10.08 | 6.60 | 8.49 | 2.83 | 4.25 | 2.03 | 3.58 | 3.71 | 3.02 | 3.74 | 2.90 | 5.24 | 5.29 | 8.41 | 11.64 | 5.24 | 4.82 | 3.51 |
| Draw Down(%) | NA | 4.33 | 6.04 | 21.96 | 21.96 | NA | NA | … | … | 4.33 | 5.90 | 3.63 | 6.04 | 17.56 | 6.95 | 12.47 | 0.98 | 6.40 | 0.90 | 2.39 | 4.90 | 2.50 | 4.71 | 2.40 | 5.45 | 3.74 | 11.30 | 28.39 | 3.96 | 2.21 | 1.23 |
| Yield(%) | 0.00 | 5.40 | 4.27 | 2.93 | 3.57 | 3.30 | 3.24 | … | … | 0.00 | 5.57 | 4.41 | 2.45 | 1.98 | 2.40 | 1.82 | 5.38 | 6.47 | 4.43 | 2.10 | 1.66 | 1.79 | 1.90 | 2.41 | 2.58 | 3.05 | 3.98 | 4.93 | 5.42 | 3.75 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALTX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS A) |
-8.19%
Feb 2006 – Feb 2009 |
-0.37%
Sep 2017 – Sep 2022 |
1.53%
Oct 2013 – Oct 2023 |
1.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALTX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS A) |
14.95%
Feb 2009 – Feb 2012 |
11.23%
Feb 2009 – Feb 2014 |
6.94%
Feb 2009 – Feb 2019 |
5.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart