Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLJBX (PRINCIPAL LIFETIME 2065 CLASS R-2) | NA | 28.60% | 11.64% | NA | NA | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 09/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLJBX (PRINCIPAL LIFETIME 2065 CLASS R-2) | 09/07/2017 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 28.60 | 11.64 | NA | NA | NA | NA | … | … | 4.83 | 15.10 | 23.17 | -9.95 | 7.16 |
| Sharpe Ratio | NA | 1.03 | 0.51 | NA | NA | NA | NA | … | … | 2.24 | 0.47 | 1.83 | -0.78 | 4.61 |
| Standard Deviation(%) | NA | 31.54 | 21.02 | NA | NA | NA | NA | … | … | 15.85 | 31.60 | 11.89 | 14.44 | 5.18 |
| Draw Down(%) | NA | 29.23 | 34.22 | NA | NA | NA | NA | … | … | 4.29 | 34.22 | 5.81 | 19.82 | 1.43 |
| Yield(%) | 0.00 | 2.31 | 2.90 | 2.22 | 1.11 | 0.74 | 0.55 | … | … | 0.00 | 2.17 | 4.20 | 2.63 | 1.97 |
Data as of 03/01/2021, Common starting date is 09/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLJBX (PRINCIPAL LIFETIME 2065 CLASS R-2) |
5.10%
Oct 2017 – Oct 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLJBX (PRINCIPAL LIFETIME 2065 CLASS R-2) |
10.48%
Feb 2018 – Feb 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart