Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTAMX (PRINCIPAL LIFETIME 2010 FUND R-3) | NA | 3.24% | 2.75% | 3.14% | 3.74% | 3.67% | 4.59% | … | … |
Data as of 05/25/2023, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTAMX (PRINCIPAL LIFETIME 2010 FUND R-3) | 12/26/2001 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | 3.24 | 2.75 | 3.14 | 3.74 | 3.67 | 4.59 | … | … | 3.97 | -14.66 | 0.30 | 8.55 | 13.77 | -4.49 | 10.66 | 4.71 | -1.54 | 4.27 | 10.39 | 11.29 | 0.58 | 13.34 | 24.24 | -30.71 | 0.29 | 11.95 | 6.43 | 11.15 | 18.10 | -4.90 | 0.61 |
| Sharpe Ratio | NA | 0.01 | 0.23 | 0.25 | 0.45 | NA | NA | … | … | 0.98 | -1.50 | 0.04 | 0.81 | 3.37 | -1.03 | 3.65 | 0.80 | -0.27 | 0.87 | 1.85 | 1.99 | 0.05 | 1.22 | 1.48 | -1.40 | -0.27 | 1.42 | 0.75 | 1.68 | 2.55 | -0.77 | 13.59 |
| Standard Deviation(%) | NA | 9.33 | 8.38 | 8.02 | 6.75 | NA | NA | … | … | 5.61 | 10.73 | 6.60 | 10.27 | 3.67 | 5.63 | 2.76 | 5.60 | 5.89 | 4.87 | 5.59 | 5.68 | 11.01 | 10.82 | 16.31 | 22.55 | 10.02 | 6.13 | 5.68 | 6.08 | 6.82 | 7.81 | 4.84 |
| Draw Down(%) | NA | 9.75 | 20.59 | 20.59 | 20.59 | NA | NA | … | … | 3.75 | 19.32 | 6.45 | 14.95 | 1.60 | 8.54 | 0.92 | 4.77 | 6.86 | 3.95 | 5.41 | 4.68 | 11.25 | 8.40 | 18.15 | 39.17 | 6.67 | 4.04 | 3.45 | 6.68 | 4.94 | 10.86 | 0.10 |
| Yield(%) | 0.00 | 6.33 | 6.60 | 6.36 | 4.98 | 4.20 | 4.81 | … | … | 1.71 | 4.27 | 6.88 | 6.64 | 6.95 | 7.09 | 4.73 | 3.70 | 4.21 | 1.67 | 1.60 | 2.06 | 1.92 | 2.21 | 3.29 | 4.66 | 4.92 | 3.37 | 1.95 | 3.17 | 1.19 | 1.04 | 1.01 |
Data as of 05/25/2023, 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 |
|---|---|---|---|---|
| PTAMX (PRINCIPAL LIFETIME 2010 FUND R-3) |
-11.94%
Feb 2006 – Feb 2009 |
-4.64%
Feb 2004 – Feb 2009 |
2.66%
Dec 2006 – Dec 2016 |
2.53%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAMX (PRINCIPAL LIFETIME 2010 FUND R-3) |
19.44%
Feb 2009 – Feb 2012 |
14.96%
Feb 2009 – Feb 2014 |
8.95%
Feb 2009 – Feb 2019 |
5.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart