Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTANX (PRINCIPAL LIFETIME 2010 FUND R-2) | NA | 10.71% | 6.64% | 7.03% | 5.42% | 4.31% | NA | … | … |
Data as of 03/01/2021, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTANX (PRINCIPAL LIFETIME 2010 FUND R-2) | 12/26/2001 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 10.71 | 6.64 | 7.03 | 5.42 | 4.31 | NA | … | … | 0.60 | 8.63 | 13.52 | -4.59 | 10.49 | 4.48 | -1.76 | 4.10 | 10.09 | 11.17 | 0.41 | 13.49 | 24.08 | -30.83 | 0.33 | 11.71 | 6.09 | 10.95 | 17.90 | -5.07 | 0.64 |
| Sharpe Ratio | NA | 1.14 | 0.82 | 1.04 | 0.77 | NA | NA | … | … | 0.68 | 0.82 | 3.26 | -1.04 | 3.55 | 0.75 | -0.30 | 0.83 | 1.82 | 1.98 | 0.04 | 1.24 | 1.46 | -1.37 | -0.27 | 1.41 | 0.70 | 1.65 | 2.52 | -0.80 | 13.79 |
| Standard Deviation(%) | NA | 10.22 | 6.96 | 6.05 | 6.54 | NA | NA | … | … | 5.78 | 10.22 | 3.71 | 5.70 | 2.79 | 5.67 | 5.89 | 4.90 | 5.54 | 5.67 | 10.98 | 10.77 | 16.46 | 23.11 | 9.92 | 5.98 | 5.60 | 6.06 | 6.83 | 7.74 | 5.09 |
| Draw Down(%) | NA | 13.77 | 14.95 | 14.95 | 14.95 | NA | NA | … | … | 1.70 | 14.95 | 1.59 | 8.70 | 0.91 | 4.75 | 6.92 | 4.01 | 5.48 | 4.76 | 11.34 | 8.14 | 18.15 | 39.31 | 6.69 | 4.05 | 3.54 | 6.68 | 4.94 | 10.87 | 0.10 |
| Yield(%) | 0.00 | 6.34 | 6.25 | 5.63 | 4.17 | 3.67 | 3.83 | … | … | 0.00 | 6.32 | 6.33 | 6.92 | 4.43 | 3.39 | 3.98 | 1.35 | 1.32 | 1.77 | 1.67 | 2.44 | 3.01 | 4.44 | 4.74 | 3.18 | 1.77 | 3.16 | 0.99 | 0.87 | 0.84 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PTANX (PRINCIPAL LIFETIME 2010 FUND R-2) |
-12.13%
Feb 2006 – Feb 2009 |
-4.82%
Feb 2004 – Feb 2009 |
2.53%
Dec 2006 – Dec 2016 |
3.62%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTANX (PRINCIPAL LIFETIME 2010 FUND R-2) |
19.43%
Feb 2009 – Feb 2012 |
14.86%
Feb 2009 – Feb 2014 |
8.80%
Feb 2009 – Feb 2019 |
5.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart