Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTMX (PRINCIPAL LIFETIME 2060 FUND R-4) | NA | 18.97% | 0.46% | 6.24% | 6.67% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTMX (PRINCIPAL LIFETIME 2060 FUND R-4) | 03/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 18.97 | 0.46 | 6.24 | 6.67 | NA | NA | … | … | 16.16 | 15.85 | -25.12 | 14.88 | 13.86 | 27.07 | -9.53 | 22.33 | 5.17 | -1.06 | 4.39 | 19.28 |
| Sharpe Ratio | NA | 1.04 | -0.25 | 0.20 | 0.32 | NA | NA | … | … | 0.99 | 0.91 | -1.15 | 1.15 | 0.47 | 2.30 | -0.75 | 3.39 | 0.37 | -0.08 | 0.41 | 2.06 |
| Standard Deviation(%) | NA | 11.65 | 16.96 | 19.12 | 16.04 | NA | NA | … | … | 11.16 | 12.91 | 23.21 | 12.96 | 28.91 | 11.14 | 14.47 | 6.43 | 13.30 | 13.52 | 10.62 | 11.47 |
| Draw Down(%) | NA | 7.03 | 27.54 | 34.00 | 34.00 | NA | NA | … | … | 7.03 | 10.93 | 26.37 | 7.49 | 34.00 | 5.79 | 19.46 | 1.94 | 11.66 | 12.11 | 8.08 | 8.07 |
| Yield(%) | 0.00 | 0.36 | 0.95 | 2.07 | 2.87 | 2.51 | 1.88 | … | … | 0.00 | 0.41 | 0.11 | 2.81 | 1.41 | 6.72 | 4.55 | 2.90 | 3.35 | 2.92 | 2.68 | 2.17 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PLTMX (PRINCIPAL LIFETIME 2060 FUND R-4) |
-2.16%
Apr 2021 – Apr 2024 |
2.15%
Mar 2015 – Mar 2020 |
5.08%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTMX (PRINCIPAL LIFETIME 2060 FUND R-4) |
18.45%
Dec 2018 – Dec 2021 |
13.95%
Oct 2016 – Oct 2021 |
6.98%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart