Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLSSX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-4) | NA | 11.73% | 1.08% | 3.29% | 3.43% | 4.58% | 3.19% | … | … |
Data as of 11/25/2024, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLSSX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-4) | 12/26/2001 | 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 11.73 | 1.08 | 3.29 | 3.43 | 4.58 | 3.19 | … | … | 7.47 | 9.97 | -13.71 | 4.02 | 9.75 | 12.42 | -3.57 | 8.33 | 4.45 | -1.20 | 4.10 | 5.02 | 9.06 | 3.21 | 12.18 | 18.13 | -22.64 | -1.89 | 5.53 | 2.89 | 7.29 | 13.09 | -2.11 | 0.59 |
| Sharpe Ratio | NA | 0.96 | -0.42 | 0.12 | 0.34 | NA | NA | … | … | 0.25 | 0.92 | -1.55 | 0.97 | 1.15 | 3.90 | -1.19 | 3.84 | 1.16 | -0.33 | 1.36 | 1.34 | 3.08 | 0.60 | 2.19 | 2.17 | -2.00 | -0.92 | 0.54 | 0.19 | 1.16 | 2.32 | -0.56 | 20.37 |
| Standard Deviation(%) | NA | 5.38 | 7.40 | 7.01 | 5.51 | NA | NA | … | … | 5.30 | 6.24 | 9.76 | 4.13 | 8.25 | 2.83 | 4.11 | 2.01 | 3.67 | 3.72 | 3.00 | 3.73 | 2.95 | 5.31 | 5.52 | 8.33 | 11.75 | 5.36 | 4.19 | 3.70 | 5.46 | 5.34 | 5.75 | 3.06 |
| Draw Down(%) | NA | 2.87 | 17.46 | 18.17 | 18.17 | NA | NA | … | … | 2.87 | 6.05 | 17.45 | 2.73 | 12.50 | 0.99 | 6.42 | 0.83 | 2.42 | 4.89 | 2.45 | 4.68 | 2.43 | 5.52 | 3.78 | 11.32 | 28.43 | 4.07 | 2.22 | 2.37 | 5.71 | 3.36 | 7.33 | 0.00 |
| Yield(%) | 0.00 | 1.90 | 4.00 | 4.18 | 3.74 | 4.03 | 3.09 | … | … | 0.00 | 2.01 | 3.69 | 7.18 | 3.64 | 5.35 | 6.52 | 4.51 | 2.21 | 1.65 | 1.79 | 1.91 | 2.35 | 2.63 | 4.41 | 4.01 | 5.06 | 5.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.98 | 1.38 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PLSSX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-4) |
-9.28%
Feb 2006 – Feb 2009 |
-4.43%
Feb 2004 – Feb 2009 |
2.36%
Nov 2006 – Nov 2016 |
2.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSSX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-4) |
15.40%
Feb 2009 – Feb 2012 |
11.48%
Feb 2009 – Feb 2014 |
7.05%
Feb 2009 – Feb 2019 |
5.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart