Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTBX (PRINCIPAL LIFETIME 2060 FUND R-2) | NA | 28.22% | 11.58% | 13.16% | 7.98% | 5.25% | 3.91% | … | … |
Data as of 03/01/2021, Common starting date is 06/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTBX (PRINCIPAL LIFETIME 2060 FUND R-2) | 06/15/1998 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 28.22 | 11.58 | 13.16 | 7.98 | 5.25 | 3.91 | … | … | 4.83 | 15.77 | 26.55 | -9.81 | 21.80 | 4.83 | -1.45 | 3.92 | 21.38 | 14.65 | -13.88 | 3.29 | 3.80 | 10.63 | 0.78 | 2.36 | 6.34 | 6.31 | 8.70 | 1.01 | 3.49 |
| Sharpe Ratio | NA | 1.02 | 0.51 | 0.72 | 0.44 | NA | NA | … | … | 2.27 | 0.50 | 2.26 | -0.77 | 3.31 | 0.35 | -0.11 | 0.37 | -0.03 | 4.83 | -3.69 | 0.12 | 0.41 | 1.09 | -0.09 | 0.69 | 1.89 | 1.37 | 2.00 | -0.84 | 1.15 |
| Standard Deviation(%) | NA | 31.06 | 20.79 | 17.30 | 15.70 | NA | NA | … | … | 15.67 | 31.12 | 11.11 | 14.54 | 6.42 | 13.35 | 13.52 | 10.66 | 11.62 | 3.01 | 3.99 | 2.16 | 1.23 | 7.76 | 1.76 | 2.43 | 2.78 | 2.95 | 2.33 | 2.63 | 2.83 |
| Draw Down(%) | NA | 29.04 | 34.01 | 34.01 | 34.01 | NA | NA | … | … | 4.25 | 34.01 | 5.86 | 19.70 | 1.88 | 11.65 | 12.27 | 8.21 | 8.08 | 2.75 | 15.29 | 1.32 | 0.30 | 0.88 | 2.20 | 2.38 | 1.44 | 2.87 | 1.28 | 2.23 | 1.59 |
| Yield(%) | 0.00 | 3.68 | 4.50 | 4.62 | 3.32 | 2.21 | 1.66 | … | … | 0.00 | 3.46 | 6.52 | 4.26 | 2.57 | 3.07 | 2.64 | 2.54 | 2.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/01/2021, Common starting date is 06/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTBX (PRINCIPAL LIFETIME 2060 FUND R-2) |
0.78%
Mar 2017 – Mar 2020 |
1.77%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTBX (PRINCIPAL LIFETIME 2060 FUND R-2) |
11.71%
Sep 2015 – Sep 2018 |
13.19%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart