Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLSMX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-3) | 3.75% | 10.24% | 8.57% | 1.68% | 3.53% | 3.60% | 3.28% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLSMX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-3) | 12/26/2001 | 06/04/2026 |
| 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 | 10.24 | 8.57 | 1.68 | 3.53 | 3.60 | 3.28 | … | … | 3.75 | 9.83 | 6.09 | 10.22 | -15.58 | -1.03 | 7.71 | 12.16 | -3.66 | 8.16 | 4.23 | -1.49 | 3.98 | 4.80 | 8.85 | 2.98 | 10.61 | 17.78 | -22.74 | -1.85 | 9.20 | 4.83 | 10.45 | 14.64 | -2.31 | 0.61 |
| Sharpe Ratio | NA | 1.53 | 0.92 | -0.11 | 0.31 | NA | NA | … | … | 0.99 | 1.10 | 0.46 | 1.08 | -1.69 | -0.16 | 0.88 | 3.76 | -1.19 | 3.74 | 1.11 | -0.41 | 1.33 | 1.25 | 3.06 | 0.55 | 1.98 | 2.12 | -2.00 | -0.97 | 1.18 | 0.60 | 1.90 | 2.68 | -0.61 | 15.32 |
| Standard Deviation(%) | NA | 5.29 | 6.04 | 7.25 | 6.16 | NA | NA | … | … | 6.54 | 6.34 | 5.30 | 6.12 | 10.10 | 6.65 | 8.48 | 2.84 | 4.27 | 2.01 | 3.63 | 3.70 | 2.99 | 3.81 | 2.90 | 5.36 | 5.32 | 8.35 | 11.83 | 5.19 | 4.92 | 4.31 | 4.98 | 5.20 | 5.67 | 4.25 |
| Draw Down(%) | NA | 4.34 | 6.07 | 22.16 | 22.16 | NA | NA | … | … | 4.34 | 5.94 | 2.88 | 6.07 | 17.64 | 7.01 | 12.45 | 0.99 | 6.58 | 0.83 | 2.42 | 4.98 | 2.54 | 4.69 | 2.43 | 5.53 | 3.79 | 11.33 | 28.56 | 4.01 | 2.23 | 2.37 | 5.79 | 3.46 | 7.52 | 0.00 |
| Yield(%) | 0.00 | 5.29 | 4.16 | 2.80 | 3.42 | 3.13 | 3.09 | … | … | 0.00 | 5.47 | 4.35 | 2.33 | 1.82 | 2.17 | 1.60 | 5.18 | 6.36 | 4.33 | 1.99 | 1.44 | 1.58 | 1.69 | 2.23 | 2.40 | 2.93 | 3.78 | 4.84 | 5.29 | 3.70 | 2.29 | 3.32 | 1.43 | 0.79 | 1.20 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PLSMX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-3) |
-8.38%
Feb 2006 – Feb 2009 |
-2.88%
Feb 2004 – Feb 2009 |
1.31%
Oct 2013 – Oct 2023 |
1.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSMX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-3) |
14.71%
Feb 2009 – Feb 2012 |
10.99%
Feb 2009 – Feb 2014 |
6.73%
Feb 2009 – Feb 2019 |
4.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart