Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLSIX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND INSTITUTIONAL CLASS) | 3.71% | 10.96% | 9.10% | 3.76% | 5.02% | 4.75% | 4.31% | … | … |
Data as of 06/03/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLSIX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND INSTITUTIONAL CLASS) | 12/26/2001 | 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 10.96 | 9.10 | 3.76 | 5.02 | 4.75 | 4.31 | … | … | 3.71 | 10.46 | 6.65 | 10.93 | -13.11 | 4.40 | 10.19 | 12.77 | -3.14 | 8.73 | 4.79 | -0.88 | 4.59 | 5.39 | 9.46 | 3.56 | 11.19 | 18.52 | -22.29 | -1.91 | 9.79 | 6.07 | 11.06 | 15.29 | -1.75 | 0.57 |
| Sharpe Ratio | NA | 1.64 | 1.02 | 0.19 | 0.59 | NA | NA | … | … | 1.07 | 1.20 | 0.57 | 1.19 | -1.49 | 1.06 | 1.20 | 4.01 | -1.09 | 3.97 | 1.26 | -0.24 | 1.52 | 1.41 | 3.22 | 0.66 | 2.06 | 2.20 | -1.97 | -0.91 | 1.17 | 0.82 | 2.04 | 2.77 | -0.50 | 15.33 |
| Standard Deviation(%) | NA | 5.31 | 6.04 | 6.77 | 5.85 | NA | NA | … | … | 6.56 | 6.35 | 5.34 | 6.14 | 9.77 | 4.13 | 8.25 | 2.82 | 4.17 | 2.04 | 3.64 | 3.72 | 3.01 | 3.80 | 2.94 | 5.32 | 5.38 | 8.38 | 11.75 | 5.57 | 5.48 | 4.63 | 4.93 | 5.27 | 5.75 | 3.96 |
| Draw Down(%) | NA | 4.30 | 5.92 | 17.93 | 17.93 | NA | NA | … | … | 4.30 | 5.88 | 2.85 | 5.92 | 17.28 | 2.71 | 12.44 | 0.98 | 6.14 | 0.82 | 2.41 | 4.69 | 2.44 | 4.65 | 2.32 | 5.39 | 3.76 | 11.26 | 28.22 | 4.20 | 2.30 | 2.36 | 5.62 | 3.26 | 7.22 | 0.00 |
| Yield(%) | 0.00 | 5.86 | 4.68 | 4.59 | 4.84 | 4.36 | 4.05 | … | … | 0.00 | 6.05 | 4.84 | 2.79 | 4.36 | 7.54 | 4.02 | 5.83 | 6.89 | 4.93 | 2.57 | 2.04 | 2.20 | 2.29 | 2.80 | 2.98 | 3.44 | 4.36 | 5.31 | 5.83 | 4.30 | 2.87 | 3.38 | 2.06 | 1.35 | 1.76 |
Data as of 06/03/2026, Common starting date is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSIX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND INSTITUTIONAL CLASS) |
-7.86%
Feb 2006 – Feb 2009 |
-2.32%
Feb 2004 – Feb 2009 |
2.69%
Dec 2006 – Dec 2016 |
2.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSIX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND INSTITUTIONAL CLASS) |
15.33%
Feb 2009 – Feb 2012 |
11.62%
Feb 2009 – Feb 2014 |
7.32%
Feb 2009 – Feb 2019 |
6.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart