Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTBAX (PRINCIPAL LIFETIME 2020 FUND CLASS A) | 3.99% | 11.67% | 9.67% | 1.31% | 4.70% | 5.06% | 4.55% | … | … |
Data as of 06/03/2026, Common starting date is 11/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBAX (PRINCIPAL LIFETIME 2020 FUND CLASS A) | 11/02/2005 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 11.67 | 9.67 | 1.31 | 4.70 | 5.06 | 4.55 | … | … | 3.99 | 10.93 | 4.42 | 14.74 | -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 | 1.58 | 0.93 | -0.13 | 0.34 | NA | NA | … | … | 1.05 | 1.09 | 0.12 | 1.51 | -1.61 | 0.20 | 0.50 | 2.85 | -0.90 | 3.64 | 0.63 | -0.18 | 0.74 | 1.99 | 1.64 | -0.09 | 1.06 | 1.36 | -1.20 | -0.09 | 1.50 | 2.71 |
| Standard Deviation(%) | NA | 5.97 | 7.26 | 9.31 | 9.23 | NA | NA | … | … | 7.37 | 7.38 | 6.80 | 7.40 | 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 | 4.77 | 7.09 | 26.23 | 26.23 | NA | NA | … | … | 4.77 | 6.98 | 3.94 | 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 | 9.41 | 7.31 | 4.15 | 4.99 | 5.10 | 4.52 | … | … | 0.00 | 9.73 | 7.13 | 4.99 | 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 06/03/2026, Common starting date 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 |
7.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart