Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLSNX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-2) | NA | 8.67% | 6.07% | 5.87% | 4.49% | 3.58% | NA | … | … |
Data as of 03/01/2021, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLSNX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-2) | 12/26/2001 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 8.67 | 6.07 | 5.87 | 4.49 | 3.58 | NA | … | … | 0.16 | 7.82 | 11.99 | -3.84 | 7.97 | 4.03 | -1.65 | 3.77 | 4.67 | 8.71 | 2.77 | 10.39 | 17.61 | -22.87 | -1.95 | 9.10 | 4.47 | 10.53 | 14.43 | -2.47 | 0.53 |
| Sharpe Ratio | NA | 1.16 | 0.95 | 1.11 | 0.96 | NA | NA | … | … | 0.21 | 0.93 | 3.80 | -1.22 | 3.51 | 1.07 | -0.46 | 1.25 | 1.25 | 2.96 | 0.52 | 1.93 | 2.07 | -2.00 | -0.98 | 1.21 | 0.54 | 1.92 | 2.64 | -0.63 | 15.38 |
| Standard Deviation(%) | NA | 8.09 | 5.42 | 4.62 | 4.26 | NA | NA | … | … | 4.77 | 8.09 | 2.78 | 4.23 | 2.10 | 3.57 | 3.68 | 3.02 | 3.69 | 2.95 | 5.28 | 5.33 | 8.47 | 11.85 | 5.10 | 4.81 | 4.29 | 4.99 | 5.20 | 5.63 | 3.54 |
| Draw Down(%) | NA | 11.96 | 12.47 | 12.47 | 12.47 | NA | NA | … | … | 1.56 | 12.47 | 0.98 | 6.67 | 0.90 | 2.40 | 5.02 | 2.61 | 4.75 | 2.42 | 5.59 | 3.78 | 11.41 | 28.68 | 4.01 | 2.31 | 2.37 | 5.78 | 3.36 | 7.52 | 0.00 |
| Yield(%) | 0.00 | 3.25 | 4.65 | 4.12 | 3.06 | 3.01 | 3.14 | … | … | 0.00 | 3.26 | 4.99 | 6.14 | 4.01 | 1.72 | 1.18 | 1.30 | 1.49 | 1.95 | 2.20 | 2.42 | 3.53 | 4.60 | 5.11 | 3.50 | 2.10 | 3.31 | 1.22 | 0.63 | 1.02 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PLSNX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-2) |
-8.53%
Feb 2006 – Feb 2009 |
-3.03%
Feb 2004 – Feb 2009 |
2.00%
Dec 2006 – Dec 2016 |
2.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSNX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-2) |
14.52%
Feb 2009 – Feb 2012 |
10.81%
Feb 2009 – Feb 2014 |
6.53%
Feb 2009 – Feb 2019 |
4.50%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart