Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) | 6.26% | 9.13% | 5.35% | 2.00% | 3.91% | 6.18% | 4.73% | 5.18% |
Data as of 07/03/2025, AR inception is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) | 12/26/2001 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.79 | 9.13 | 5.35 | 2.00 | 3.91 | 6.18 | 4.73 | 5.18 | 6.26 | -0.08 | 9.85 | -19.93 | 2.20 | 8.48 | 18.38 | -5.71 | 14.97 | 5.83 | -1.17 | 5.62 | 15.90 | 14.71 | -1.11 | 14.86 | 27.46 | -33.70 | 1.95 | 14.45 | 9.84 | 12.32 | 19.45 | -8.36 | 0.68 |
| Sharpe Ratio | NA | 0.75 | 0.21 | 0.01 | 0.26 | NA | NA | 0.33 | 1.06 | -0.81 | 0.76 | -1.58 | 0.22 | 0.53 | 2.94 | -0.84 | 3.79 | 0.70 | -0.14 | 0.79 | 2.06 | 1.69 | -0.07 | 1.10 | 1.38 | -1.19 | -0.08 | 1.42 | 1.03 | 1.56 | 2.21 | -0.93 | 10.81 |
| Standard Deviation(%) | NA | 7.88 | 9.14 | 9.68 | 9.44 | NA | NA | 11.88 | 9.29 | 8.20 | 7.41 | 13.55 | 9.77 | 15.59 | 5.77 | 8.36 | 3.80 | 8.05 | 8.64 | 7.08 | 7.69 | 8.74 | 16.95 | 13.43 | 19.82 | 29.05 | 12.46 | 7.88 | 7.44 | 7.32 | 8.47 | 10.21 | 6.98 |
| Draw Down(%) | NA | 7.01 | 12.30 | 25.99 | 25.99 | NA | NA | 49.13 | 6.97 | 9.58 | 6.81 | 20.33 | 9.05 | 20.29 | 2.74 | 11.79 | 1.12 | 7.10 | 8.55 | 5.50 | 6.51 | 7.24 | 16.40 | 10.77 | 21.10 | 43.50 | 8.20 | 6.14 | 4.48 | 7.37 | 6.55 | 14.47 | 0.20 |
| Yield(%) | 0.00 | 7.17 | 4.17 | 3.22 | 4.69 | 5.88 | 4.66 | 5.14 | 0.00 | 7.54 | 3.08 | 2.08 | 2.63 | 2.07 | 9.46 | 6.43 | 6.21 | 3.84 | 7.95 | 6.24 | 3.31 | 2.63 | 2.31 | 2.49 | 3.44 | 4.75 | 5.42 | 3.97 | 2.70 | 3.00 | 0.00 | 0.00 | 1.38 |
Data as of 07/03/2025, AR inception is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) |
-12.73%
Feb 2006 - Feb 2009 |
-4.44%
Feb 2004 - Feb 2009 |
2.75%
Oct 2013 - Oct 2023 |
3.14%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) |
22.02%
Feb 2009 - Feb 2012 |
17.84%
Feb 2009 - Feb 2014 |
11.08%
Feb 2009 - Feb 2019 |
7.91%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart