Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) | 5.74% | 14.93% | 12.32% | 5.35% | 8.36% | 7.91% | 6.68% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) | 12/26/2001 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 14.93 | 12.32 | 5.35 | 8.36 | 7.91 | 6.68 | … | … | 5.74 | 13.25 | 9.04 | 15.11 | -16.81 | 12.70 | 14.71 | 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 | 1.67 | 1.05 | 0.28 | 0.60 | NA | NA | … | … | 1.20 | 1.06 | 0.71 | 1.30 | -1.19 | 1.42 | 0.72 | 2.66 | -0.80 | 3.64 | 0.56 | -0.09 | 0.68 | 2.14 | 1.54 | -0.12 | 1.00 | 1.27 | -1.13 | 0.00 | 1.36 | 1.00 | 1.47 | 2.07 | -0.96 | 9.25 |
| Standard Deviation(%) | NA | 7.61 | 8.87 | 10.46 | 11.18 | NA | NA | … | … | 9.33 | 9.84 | 7.68 | 8.90 | 15.39 | 8.95 | 20.14 | 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 | 5.85 | 9.62 | 23.05 | 25.87 | NA | NA | … | … | 5.85 | 9.62 | 4.11 | 8.65 | 22.41 | 4.17 | 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 | 9.60 | 7.23 | 6.45 | 7.38 | 7.24 | 6.07 | … | … | 0.00 | 10.01 | 6.34 | 4.70 | 7.60 | 9.24 | 6.83 | 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 06/04/2026, Common starting date 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 |
3.90%
Dec 2006 – Dec 2016 |
4.28%
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 |
10.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart