Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTAPX (PRINCIPAL LIFETIME 2010 FUND R-5) | NA | 3.55% | 3.16% | 3.51% | 4.08% | 4.03% | 4.95% | … | … |
Data as of 05/25/2023, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTAPX (PRINCIPAL LIFETIME 2010 FUND R-5) | 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 | 3.55 | 3.16 | 3.51 | 4.08 | 4.03 | 4.95 | … | … | 4.08 | -15.03 | -1.67 | 8.60 | 14.13 | -4.18 | 10.98 | 5.03 | -1.29 | 4.61 | 10.67 | 11.70 | 0.95 | 13.92 | 24.58 | -30.42 | 0.29 | 12.32 | 7.08 | 11.57 | 18.38 | -4.70 | 0.72 |
| Sharpe Ratio | NA | 0.04 | 0.30 | 0.31 | 0.52 | NA | NA | … | … | 1.01 | -1.52 | -0.22 | 0.80 | 3.40 | -0.97 | 3.86 | 0.85 | -0.22 | 0.94 | 1.94 | 2.07 | 0.08 | 1.28 | 1.49 | -1.38 | -0.27 | 1.43 | 0.84 | 1.75 | 2.61 | -0.74 | 19.74 |
| Standard Deviation(%) | NA | 9.24 | 7.62 | 7.57 | 6.49 | NA | NA | … | … | 5.70 | 10.83 | 7.66 | 10.35 | 3.74 | 5.66 | 2.69 | 5.67 | 5.86 | 4.89 | 5.50 | 5.69 | 11.01 | 10.82 | 16.42 | 22.61 | 10.05 | 6.32 | 5.84 | 6.08 | 6.77 | 7.83 | 4.15 |
| Draw Down(%) | NA | 9.70 | 19.41 | 19.41 | 19.41 | NA | NA | … | … | 3.65 | 19.41 | 7.55 | 14.98 | 1.59 | 8.30 | 0.91 | 4.68 | 6.77 | 3.93 | 5.39 | 4.75 | 11.12 | 8.15 | 18.11 | 39.00 | 6.65 | 4.03 | 3.52 | 6.59 | 4.84 | 10.76 | 0.00 |
| Yield(%) | 0.00 | 6.78 | 6.95 | 6.67 | 5.31 | 4.53 | 5.21 | … | … | 1.83 | 4.59 | 7.22 | 6.91 | 7.23 | 7.45 | 5.07 | 4.02 | 4.53 | 2.02 | 1.91 | 2.41 | 2.28 | 2.91 | 3.59 | 4.87 | 5.21 | 3.72 | 2.27 | 3.20 | 1.55 | 1.34 | 1.32 |
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 |
|---|---|---|---|---|
| PTAPX (PRINCIPAL LIFETIME 2010 FUND R-5) |
-11.68%
Feb 2006 – Feb 2009 |
-4.36%
Feb 2004 – Feb 2009 |
2.98%
Dec 2006 – Dec 2016 |
2.88%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAPX (PRINCIPAL LIFETIME 2010 FUND R-5) |
19.96%
Feb 2009 – Feb 2012 |
15.41%
Feb 2009 – Feb 2014 |
9.33%
Feb 2009 – Feb 2019 |
6.11%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart