Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPLIX (PRINCIPAL LIFETIME 2050 FUND INSTITUTIONAL CLASS) | 9.01% | 21.89% | 17.27% | 8.25% | 10.94% | 9.86% | 8.03% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPLIX (PRINCIPAL LIFETIME 2050 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 (%) | 0.66 | 21.89 | 17.27 | 8.25 | 10.94 | 9.86 | 8.03 | … | … | 9.01 | 17.56 | 13.27 | 20.36 | -18.78 | 17.04 | 16.56 | 26.64 | -8.69 | 22.13 | 5.58 | -0.74 | 6.29 | 23.81 | 17.42 | -4.02 | 16.37 | 29.77 | -39.04 | 4.26 | 15.96 | 11.43 | 13.28 | 26.44 | -15.74 | 0.60 |
| Sharpe Ratio | NA | 1.68 | 1.07 | 0.37 | 0.60 | NA | NA | … | … | 1.36 | 0.93 | 0.86 | 1.37 | -0.91 | 1.42 | 0.60 | 2.38 | -0.72 | 3.48 | 0.42 | -0.06 | 0.60 | 2.23 | 1.38 | -0.18 | 0.90 | 1.15 | -1.06 | 0.07 | 1.23 | 0.95 | 1.23 | 2.04 | -0.96 | 6.37 |
| Standard Deviation(%) | NA | 11.56 | 13.29 | 15.33 | 15.54 | NA | NA | … | … | 14.02 | 15.79 | 11.22 | 12.34 | 22.22 | 12.03 | 27.29 | 10.57 | 14.05 | 6.20 | 12.82 | 13.26 | 10.48 | 10.67 | 12.68 | 23.00 | 18.09 | 25.71 | 37.46 | 15.62 | 10.24 | 9.60 | 9.96 | 12.63 | 17.53 | 10.05 |
| Draw Down(%) | NA | 8.57 | 15.59 | 26.85 | 32.67 | NA | NA | … | … | 8.57 | 15.59 | 6.98 | 10.82 | 26.16 | 5.93 | 32.67 | 5.53 | 18.44 | 1.83 | 11.28 | 11.72 | 8.03 | 7.59 | 10.85 | 21.61 | 14.30 | 25.00 | 49.82 | 10.12 | 9.62 | 6.15 | 7.58 | 11.33 | 26.05 | 0.51 |
| Yield(%) | 0.00 | 10.11 | 8.05 | 6.66 | 8.06 | 7.98 | 6.51 | … | … | 0.00 | 10.64 | 7.05 | 5.09 | 6.96 | 8.78 | 5.75 | 8.47 | 7.20 | 5.91 | 4.93 | 5.69 | 7.12 | 5.45 | 2.45 | 1.89 | 2.03 | 2.45 | 3.99 | 5.85 | 3.54 | 2.50 | 2.35 | 1.34 | 0.69 | 1.42 |
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 |
|---|---|---|---|---|
| PPLIX (PRINCIPAL LIFETIME 2050 FUND INSTITUTIONAL CLASS) |
-15.21%
Feb 2006 – Feb 2009 |
-5.55%
Feb 2004 – Feb 2009 |
4.08%
Dec 2006 – Dec 2016 |
4.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPLIX (PRINCIPAL LIFETIME 2050 FUND INSTITUTIONAL CLASS) |
24.16%
Feb 2009 – Feb 2012 |
20.76%
Feb 2009 – Feb 2014 |
13.30%
Feb 2009 – Feb 2019 |
12.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart