Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTBNX (PRINCIPAL LIFETIME 2020 FUND R-2) | NA | 15.35% | 8.10% | 8.99% | 6.77% | 5.22% | NA | … | … |
Data as of 03/01/2021, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBNX (PRINCIPAL LIFETIME 2020 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 (%) | -0.14 | 15.35 | 8.10 | 8.99 | 6.77 | 5.22 | NA | … | … | 1.66 | 10.55 | 17.54 | -6.44 | 14.16 | 5.02 | -1.85 | 4.76 | 15.06 | 13.84 | -1.83 | 14.03 | 26.41 | -34.21 | 2.03 | 13.56 | 8.25 | 11.50 | 20.62 | -7.68 | 0.63 |
| Sharpe Ratio | NA | 1.10 | 0.68 | 0.91 | 0.65 | NA | NA | … | … | 1.31 | 0.66 | 2.79 | -0.92 | 3.56 | 0.58 | -0.22 | 0.67 | 1.94 | 1.60 | -0.11 | 1.04 | 1.33 | -1.21 | -0.08 | 1.37 | 0.86 | 1.45 | 2.39 | -0.88 | 13.73 |
| Standard Deviation(%) | NA | 15.50 | 10.59 | 9.08 | 9.87 | NA | NA | … | … | 8.54 | 15.49 | 5.79 | 8.43 | 3.82 | 8.23 | 8.68 | 7.08 | 7.75 | 8.70 | 17.04 | 13.44 | 19.78 | 28.91 | 12.27 | 7.53 | 7.10 | 7.27 | 8.34 | 9.97 | 5.02 |
| Draw Down(%) | NA | 18.00 | 20.42 | 20.42 | 20.42 | NA | NA | … | … | 2.32 | 20.42 | 2.76 | 12.40 | 1.13 | 7.22 | 8.83 | 5.63 | 6.63 | 7.37 | 16.64 | 10.87 | 21.10 | 43.90 | 8.21 | 6.27 | 4.51 | 7.46 | 6.54 | 14.77 | 0.10 |
| Yield(%) | 0.00 | 5.55 | 6.17 | 5.91 | 5.14 | 4.24 | 4.47 | … | … | 0.00 | 5.45 | 8.61 | 5.48 | 5.36 | 3.02 | 7.18 | 5.46 | 2.50 | 1.79 | 1.44 | 1.69 | 2.64 | 4.18 | 4.69 | 3.15 | 1.92 | 2.93 | 1.19 | 0.66 | 0.63 |
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 |
|---|---|---|---|---|
| PTBNX (PRINCIPAL LIFETIME 2020 FUND R-2) |
-13.40%
Feb 2006 – Feb 2009 |
-5.16%
Feb 2004 – Feb 2009 |
3.00%
Dec 2006 – Dec 2016 |
4.22%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBNX (PRINCIPAL LIFETIME 2020 FUND R-2) |
21.14%
Feb 2009 – Feb 2012 |
16.97%
Feb 2009 – Feb 2014 |
10.26%
Feb 2009 – Feb 2019 |
6.71%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart