Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTAJX (PRINCIPAL LIFETIME 2010 FUND CLASS J) | NA | 3.57% | 3.24% | 3.59% | 4.14% | 4.00% | 4.68% | 4.52% |
Data as of 05/25/2023, AR inception is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTAJX (PRINCIPAL LIFETIME 2010 FUND CLASS J) | 12/26/2001 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.00 | 3.57 | 3.24 | 3.59 | 4.14 | 4.00 | 4.68 | 4.52 | 4.12 | -15.13 | -1.75 | 8.52 | 14.22 | -4.08 | 11.10 | 5.07 | -1.25 | 4.59 | 10.63 | 11.62 | 0.79 | 13.47 | 24.33 | -30.61 | 0.33 | 12.01 | 6.39 | 8.04 | 17.55 | -5.25 | 0.65 |
| Sharpe Ratio | NA | 0.04 | 0.31 | 0.32 | 0.53 | NA | NA | 0.38 | 1.04 | -1.52 | -0.23 | 0.80 | 3.50 | -0.95 | 3.85 | 0.87 | -0.22 | 0.94 | 1.91 | 2.07 | 0.07 | 1.24 | 1.48 | -1.39 | -0.27 | 1.43 | 0.74 | 1.09 | 2.51 | -0.82 | 13.84 |
| Standard Deviation(%) | NA | 9.24 | 7.63 | 7.56 | 6.47 | NA | NA | 9.19 | 5.66 | 10.86 | 7.56 | 10.35 | 3.66 | 5.66 | 2.73 | 5.57 | 5.87 | 4.88 | 5.55 | 5.63 | 10.99 | 10.81 | 16.38 | 22.67 | 10.07 | 6.10 | 5.68 | 6.48 | 6.72 | 7.79 | 5.17 |
| Draw Down(%) | NA | 9.70 | 19.43 | 19.43 | 19.43 | NA | NA | 44.67 | 3.66 | 19.43 | 7.70 | 14.99 | 1.59 | 8.23 | 0.91 | 4.75 | 6.76 | 3.92 | 5.38 | 4.74 | 11.19 | 8.45 | 18.18 | 39.13 | 6.65 | 4.03 | 3.44 | 6.74 | 5.02 | 11.03 | 0.10 |
| Yield(%) | 0.00 | 6.88 | 7.06 | 6.78 | 5.38 | 4.53 | 4.93 | 4.76 | 1.87 | 4.66 | 7.34 | 7.02 | 7.41 | 7.54 | 5.19 | 4.14 | 4.55 | 1.99 | 1.87 | 2.34 | 2.21 | 2.39 | 3.36 | 4.66 | 4.95 | 3.37 | 1.92 | 0.00 | 0.92 | 0.56 | 0.65 |
Data as of 05/25/2023, 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 |
|---|---|---|---|---|
| PTAJX (PRINCIPAL LIFETIME 2010 FUND CLASS J) |
-11.89%
Feb 2006 - Feb 2009 |
-5.17%
Feb 2004 - Feb 2009 |
2.86%
Dec 2006 - Dec 2016 |
2.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAJX (PRINCIPAL LIFETIME 2010 FUND CLASS J) |
19.65%
Feb 2009 - Feb 2012 |
15.20%
Feb 2009 - Feb 2014 |
9.25%
Feb 2009 - Feb 2019 |
5.71%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart