Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTBAX (PRINCIPAL LIFETIME 2020 FUND CLASS A) | 3.62% | 6.57% | 4.58% | 1.40% | 3.13% | 5.29% | NA | 4.29% |
Data as of 06/20/2025, AR inception is 11/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBAX (PRINCIPAL LIFETIME 2020 FUND CLASS A) | 11/02/2005 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 6.57 | 4.58 | 1.40 | 3.13 | 5.29 | NA | 4.29 | 3.62 | 0.08 | 9.42 | -20.24 | 1.98 | 8.13 | 17.99 | -6.11 | 14.62 | 5.41 | -1.53 | 5.21 | 15.48 | 14.31 | -1.48 | 14.37 | 27.00 | -34.00 | 2.07 | 14.75 | 2.59 |
| Sharpe Ratio | NA | 0.43 | 0.16 | -0.06 | 0.19 | NA | NA | 0.24 | 0.52 | -0.81 | 0.70 | -1.60 | 0.20 | 0.51 | 2.86 | -0.89 | 3.65 | 0.63 | -0.18 | 0.74 | 1.99 | 1.64 | -0.09 | 1.06 | 1.36 | -1.20 | -0.07 | 1.52 | 2.75 |
| Standard Deviation(%) | NA | 7.79 | 9.17 | 9.70 | 9.46 | NA | NA | 12.43 | 9.48 | 8.03 | 7.46 | 13.53 | 9.77 | 15.57 | 5.80 | 8.38 | 3.85 | 8.21 | 8.68 | 7.05 | 7.77 | 8.76 | 16.93 | 13.44 | 19.85 | 29.07 | 12.36 | 7.57 | 5.41 |
| Draw Down(%) | NA | 7.09 | 12.43 | 26.23 | 26.23 | NA | NA | 49.34 | 6.98 | 9.20 | 6.83 | 20.67 | 8.99 | 20.33 | 2.80 | 12.17 | 1.18 | 7.13 | 8.70 | 5.55 | 6.55 | 7.28 | 16.48 | 10.81 | 21.06 | 43.72 | 8.17 | 6.19 | 1.10 |
| Yield(%) | 0.00 | 6.80 | 3.82 | 2.89 | 4.25 | 5.11 | 4.10 | 4.32 | 0.00 | 7.13 | 2.64 | 1.75 | 2.27 | 1.71 | 8.99 | 6.00 | 5.77 | 3.43 | 7.54 | 5.82 | 2.90 | 2.22 | 1.91 | 2.10 | 3.04 | 4.43 | 5.00 | 3.45 | 0.00 |
Data as of 06/20/2025, AR inception is 11/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBAX (PRINCIPAL LIFETIME 2020 FUND CLASS A) |
-13.07%
Feb 2006 - Feb 2009 |
-0.73%
Dec 2006 - Dec 2011 |
2.39%
Oct 2013 - Oct 2023 |
2.77%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBAX (PRINCIPAL LIFETIME 2020 FUND CLASS A) |
21.54%
Feb 2009 - Feb 2012 |
17.38%
Feb 2009 - Feb 2014 |
10.67%
Feb 2009 - Feb 2019 |
7.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart