Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PALTX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS A) | 3.47% | 6.22% | 5.98% | 1.52% | 2.77% | 3.83% | NA | 3.20% |
Data as of 06/20/2025, AR inception is 11/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PALTX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS A) | 11/02/2005 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.22 | 5.98 | 1.52 | 2.77 | 3.83 | NA | 3.20 | 3.47 | 1.90 | 10.49 | -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 | 0.44 | 0.39 | -0.07 | 0.23 | NA | NA | 0.32 | 0.57 | -0.74 | 1.01 | -1.67 | -0.10 | 0.90 | 3.89 | -1.13 | 3.79 | 1.19 | -0.34 | 1.37 | 1.34 | 3.12 | 0.61 | 2.01 | 2.15 | -2.01 | -0.92 | 1.40 | 1.25 |
| Standard Deviation(%) | NA | 6.68 | 7.18 | 7.17 | 6.06 | NA | NA | 6.06 | 8.04 | 6.30 | 6.21 | 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 | 5.93 | 9.74 | 21.96 | 21.96 | NA | NA | 32.36 | 5.90 | 6.57 | 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 | 4.24 | 3.06 | 2.45 | 3.17 | 3.35 | 3.01 | 3.17 | 0.00 | 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 06/20/2025, AR inception 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