Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTCX (PRINCIPAL LIFETIME 2060 FUND R-3) | 8.95% | 21.60% | 16.77% | 7.78% | 10.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTCX (PRINCIPAL LIFETIME 2060 FUND R-3) | 03/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 21.60 | 16.77 | 7.78 | 10.56 | NA | NA | … | … | 8.95 | 11.11 | 12.65 | 19.69 | -19.26 | 17.44 | 15.93 | 26.86 | -9.72 | 22.10 | 5.01 | -1.31 | 4.27 | 19.28 |
| Sharpe Ratio | NA | 1.62 | 1.02 | 0.34 | 0.56 | NA | NA | … | … | 1.31 | 0.50 | 0.80 | 1.31 | -0.94 | 1.39 | 0.54 | 2.29 | -0.77 | 3.36 | 0.36 | -0.10 | 0.40 | 2.06 |
| Standard Deviation(%) | NA | 11.83 | 13.40 | 15.40 | 15.97 | NA | NA | … | … | 14.37 | 16.89 | 11.28 | 12.32 | 22.19 | 12.54 | 28.75 | 11.09 | 14.47 | 6.40 | 13.32 | 13.55 | 10.61 | 11.47 |
| Draw Down(%) | NA | 8.79 | 15.81 | 27.18 | 33.96 | NA | NA | … | … | 8.79 | 15.81 | 7.08 | 10.93 | 26.49 | 5.93 | 33.96 | 5.81 | 19.61 | 1.94 | 11.66 | 12.19 | 8.16 | 7.99 |
| Yield(%) | 0.00 | 8.25 | 6.30 | 5.21 | 6.28 | 5.43 | 4.07 | … | … | 0.00 | 8.67 | 4.69 | 4.29 | 5.98 | 5.47 | 3.56 | 6.56 | 4.45 | 2.75 | 3.18 | 2.74 | 2.55 | 2.08 |
Data as of 06/04/2026, Common starting date is 03/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTCX (PRINCIPAL LIFETIME 2060 FUND R-3) |
0.95%
Mar 2017 – Mar 2020 |
1.96%
Mar 2015 – Mar 2020 |
6.16%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTCX (PRINCIPAL LIFETIME 2060 FUND R-3) |
19.98%
Dec 2018 – Dec 2021 |
14.19%
Oct 2016 – Oct 2021 |
10.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart