Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTASX (Principal Fds Inc Principal Lifetime 2010 Fd) | NA | 3.43% | 3.04% | 3.40% | 3.97% | 3.89% | 4.81% | 4.68% |
Data as of 05/25/2023, AR inception is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTASX (Principal Fds Inc Principal Lifetime 2010 Fd) | 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 | 3.43 | 3.04 | 3.40 | 3.97 | 3.89 | 4.81 | 4.68 | 4.04 | -12.93 | -1.67 | 8.61 | 13.94 | -4.25 | 10.84 | 4.92 | -1.43 | 4.49 | 10.57 | 11.63 | 0.76 | 13.48 | 24.53 | -30.60 | 0.32 | 12.21 | 6.79 | 11.36 | 18.22 | -4.70 | 0.70 |
| Sharpe Ratio | NA | 0.03 | 0.30 | 0.30 | 0.51 | NA | NA | 0.40 | 1.00 | -1.37 | -0.23 | 0.81 | 3.39 | -0.99 | 3.76 | 0.84 | -0.24 | 0.92 | 1.90 | 2.04 | 0.07 | 1.23 | 1.49 | -1.35 | -0.27 | 1.45 | 0.79 | 1.70 | 2.57 | -0.74 | 19.81 |
| Standard Deviation(%) | NA | 9.26 | 7.33 | 7.37 | 6.38 | NA | NA | 9.22 | 5.68 | 10.49 | 7.41 | 10.28 | 3.70 | 5.66 | 2.73 | 5.62 | 5.96 | 4.85 | 5.55 | 5.72 | 10.96 | 10.85 | 16.38 | 23.20 | 10.05 | 6.19 | 5.83 | 6.11 | 6.82 | 7.85 | 3.99 |
| Draw Down(%) | NA | 9.79 | 18.23 | 18.23 | 18.23 | NA | NA | 44.59 | 3.74 | 17.58 | 7.49 | 14.92 | 1.59 | 8.38 | 0.91 | 4.76 | 6.78 | 3.94 | 5.47 | 4.76 | 11.15 | 8.47 | 18.13 | 39.11 | 6.59 | 4.03 | 3.53 | 6.68 | 4.94 | 10.67 | 0.00 |
| Yield(%) | 0.00 | 6.58 | 6.78 | 6.54 | 5.17 | 4.39 | 5.03 | 4.90 | 1.79 | 4.44 | 7.06 | 6.77 | 7.13 | 7.31 | 4.93 | 3.91 | 4.39 | 1.81 | 1.79 | 2.23 | 2.18 | 2.47 | 3.49 | 4.80 | 5.11 | 3.58 | 2.15 | 3.19 | 1.41 | 1.23 | 1.20 |
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 |
|---|---|---|---|---|
| PTASX (Principal Fds Inc Principal Lifetime 2010 Fd) |
-11.79%
Feb 2006 - Feb 2009 |
-4.47%
Feb 2004 - Feb 2009 |
2.83%
Dec 2006 - Dec 2016 |
2.74%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTASX (Principal Fds Inc Principal Lifetime 2010 Fd) |
19.68%
Feb 2009 - Feb 2012 |
15.18%
Feb 2009 - Feb 2014 |
9.16%
Feb 2009 - Feb 2019 |
5.97%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart