Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLAIX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-1) | NA | 11.30% | -1.69% | 1.03% | 2.04% | 3.38% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLAIX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-1) | 12/23/2004 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 11.30 | -1.69 | 1.03 | 2.04 | 3.38 | NA | … | … | 7.12 | 9.53 | -16.16 | -1.20 | 7.31 | 11.84 | -4.02 | 7.84 | 3.90 | -1.72 | 2.34 | 5.85 | 8.46 | 2.69 | 10.25 | 17.43 | -22.99 | -1.91 | 7.78 | 2.12 | 0.38 |
| Sharpe Ratio | NA | 0.90 | -0.73 | -0.19 | 0.08 | NA | NA | … | … | 0.18 | 0.86 | -1.74 | -0.19 | 0.83 | 3.66 | -1.26 | 3.49 | 1.02 | -0.47 | 0.69 | 1.46 | 2.93 | 0.50 | 1.88 | 2.07 | -2.04 | -0.97 | 1.27 | -0.01 | NA |
| Standard Deviation(%) | NA | 5.37 | 8.13 | 7.54 | 5.85 | NA | NA | … | … | 5.29 | 6.22 | 10.12 | 6.61 | 8.50 | 2.85 | 4.24 | 2.07 | 3.62 | 3.69 | 3.35 | 3.98 | 2.90 | 5.29 | 5.42 | 8.37 | 11.68 | 5.06 | 3.55 | 3.78 | NA |
| Draw Down(%) | NA | 2.93 | 21.34 | 22.35 | 22.35 | NA | NA | … | … | 2.93 | 6.18 | 17.87 | 7.02 | 12.54 | 1.01 | 6.91 | 0.90 | 2.48 | 5.10 | 2.53 | 4.83 | 2.42 | 5.60 | 3.87 | 11.35 | 28.78 | 3.92 | 2.22 | 2.37 | NA |
| Yield(%) | 0.00 | 1.58 | 1.41 | 2.01 | 2.37 | 2.66 | 2.34 | … | … | 0.00 | 1.66 | 1.31 | 1.72 | 1.29 | 4.86 | 5.96 | 3.97 | 1.50 | 1.02 | 1.18 | 1.35 | 1.79 | 2.03 | 2.50 | 3.64 | 4.39 | 4.97 | 0.00 | 1.96 | 1.95 |
Data as of 11/25/2024, Common starting date is 12/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLAIX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-1) |
-9.63%
Feb 2006 – Feb 2009 |
-0.94%
Dec 2017 – Dec 2022 |
0.97%
Oct 2013 – Oct 2023 |
1.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLAIX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-1) |
14.38%
Feb 2009 – Feb 2012 |
10.66%
Feb 2009 – Feb 2014 |
6.40%
Feb 2009 – Feb 2019 |
4.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart