Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) | 6.64% | 6.03% | 5.46% | 2.98% | 4.60% | 6.86% | 5.28% | 5.59% |
Data as of 07/07/2025, AR inception is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) | 12/26/2001 | 07/07/2025 |
| 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 (%) | -0.07 | 6.03 | 5.46 | 2.98 | 4.60 | 6.86 | 5.28 | 5.59 | 6.64 | 5.47 | 13.09 | -22.87 | 6.02 | 9.70 | 22.39 | -7.42 | 18.42 | 5.89 | -0.95 | 5.90 | 19.27 | 15.67 | -2.23 | 15.52 | 28.83 | -36.26 | 3.14 | 15.30 | 10.47 | 12.84 | 21.17 | -11.09 | 0.65 |
| Sharpe Ratio | NA | 0.35 | 0.22 | 0.09 | 0.26 | NA | NA | 0.31 | 0.97 | -0.13 | 0.97 | -1.42 | 0.53 | 0.45 | 2.67 | -0.80 | 3.65 | 0.56 | -0.09 | 0.68 | 2.14 | 1.54 | -0.12 | 1.00 | 1.27 | -1.13 | 0.01 | 1.38 | 1.01 | 1.48 | 2.08 | -0.96 | 9.25 |
| Standard Deviation(%) | NA | 11.07 | 11.63 | 12.23 | 12.17 | NA | NA | 14.06 | 12.43 | 8.49 | 9.22 | 17.16 | 11.34 | 20.88 | 7.85 | 11.02 | 4.89 | 10.15 | 10.60 | 8.60 | 8.99 | 10.24 | 19.40 | 15.41 | 22.58 | 32.73 | 13.99 | 8.78 | 8.25 | 8.04 | 9.86 | 12.71 | 7.63 |
| Draw Down(%) | NA | 12.47 | 14.35 | 28.60 | 28.60 | NA | NA | 52.20 | 9.62 | 6.78 | 8.65 | 23.47 | 9.35 | 25.87 | 4.01 | 15.27 | 1.43 | 8.89 | 9.96 | 6.57 | 6.99 | 8.74 | 18.60 | 12.43 | 22.78 | 46.53 | 9.13 | 7.52 | 4.98 | 7.30 | 8.11 | 18.30 | 0.30 |
| Yield(%) | 0.00 | 2.57 | 2.33 | 2.28 | 4.25 | 5.62 | 4.54 | 4.94 | 0.00 | 2.75 | 2.69 | 1.54 | 2.64 | 1.89 | 7.46 | 6.99 | 6.53 | 4.09 | 8.55 | 6.79 | 3.74 | 2.54 | 2.24 | 2.17 | 3.09 | 4.38 | 5.55 | 3.86 | 2.68 | 2.80 | 0.00 | 0.00 | 1.45 |
Data as of 07/07/2025, 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 |
|---|---|---|---|---|
| PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) |
-13.85%
Feb 2006 - Feb 2009 |
-4.93%
Feb 2004 - Feb 2009 |
3.49%
Oct 2013 - Oct 2023 |
3.54%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) |
23.18%
Feb 2009 - Feb 2012 |
19.22%
Feb 2009 - Feb 2014 |
12.11%
Feb 2009 - Feb 2019 |
9.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart