Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PENAX (PRINCIPAL LIFETIME 2010 FUND CLASS A) | NA | 3.36% | 3.02% | 3.39% | 3.97% | 3.89% | NA | … | … |
Data as of 05/25/2023, Common starting date is 11/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PENAX (PRINCIPAL LIFETIME 2010 FUND CLASS A) | 11/07/2005 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.36 | 3.02 | 3.39 | 3.97 | 3.89 | NA | … | … | 4.08 | -12.89 | 7.81 | 10.46 | 13.91 | -4.24 | 10.87 | 4.91 | -1.43 | 4.52 | 10.56 | 11.55 | 0.84 | 13.41 | 24.63 | -30.59 | 0.45 | 12.65 | 1.89 |
| Sharpe Ratio | NA | 0.07 | 0.30 | 0.30 | 0.51 | NA | NA | … | … | 1.27 | -1.37 | 1.48 | 1.00 | 3.36 | -0.99 | 3.81 | 0.84 | -0.24 | 0.93 | 1.89 | 2.07 | 0.07 | 1.23 | 1.50 | -1.36 | -0.27 | 1.54 | 2.60 |
| Standard Deviation(%) | NA | 9.27 | 7.61 | 7.55 | 6.48 | NA | NA | … | … | 5.64 | 10.47 | 5.28 | 10.20 | 3.70 | 5.68 | 2.70 | 5.60 | 5.96 | 4.85 | 5.57 | 5.61 | 11.03 | 10.84 | 16.31 | 23.18 | 10.05 | 6.03 | 4.14 |
| Draw Down(%) | NA | 9.74 | 19.35 | 19.35 | 19.35 | NA | NA | … | … | 3.69 | 19.35 | 2.68 | 14.96 | 1.57 | 8.36 | 0.90 | 4.71 | 6.84 | 3.89 | 5.41 | 4.70 | 11.10 | 8.47 | 18.05 | 39.13 | 6.67 | 4.08 | 0.96 |
| Yield(%) | 0.00 | 6.55 | 6.76 | 6.52 | 5.16 | 4.38 | 3.84 | … | … | 1.77 | 4.43 | 7.05 | 6.74 | 7.11 | 7.25 | 4.86 | 3.91 | 4.40 | 1.88 | 1.80 | 2.26 | 2.16 | 2.43 | 3.46 | 4.71 | 5.05 | 3.46 | 0.00 |
Data as of 05/25/2023, Common starting date is 11/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PENAX (PRINCIPAL LIFETIME 2010 FUND CLASS A) |
-11.81%
Feb 2006 – Feb 2009 |
-0.13%
Dec 2006 – Dec 2011 |
2.85%
Dec 2006 – Dec 2016 |
2.74%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PENAX (PRINCIPAL LIFETIME 2010 FUND CLASS A) |
19.68%
Feb 2009 – Feb 2012 |
15.20%
Feb 2009 – Feb 2014 |
9.16%
Feb 2009 – Feb 2019 |
4.90%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart