Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) | 6.80% | 9.64% | 4.57% | 1.47% | 3.73% | 5.50% | 4.41% | 5.07% |
Data as of 07/25/2025, AR inception is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) | 12/26/2001 | 07/25/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 9.64 | 4.57 | 1.47 | 3.73 | 5.50 | 4.41 | 5.07 | 6.80 | -0.08 | 9.51 | -20.19 | 1.86 | 8.24 | 18.05 | -5.92 | 14.65 | 5.56 | -1.38 | 5.23 | 15.68 | 14.39 | -1.30 | 14.52 | 27.14 | -33.91 | 1.92 | 14.24 | 9.25 | 12.01 | 21.24 | -7.24 | 0.62 |
| Sharpe Ratio | NA | 0.83 | 0.13 | -0.05 | 0.24 | NA | NA | 0.32 | 1.06 | -0.82 | 0.71 | -1.59 | 0.19 | 0.51 | 2.87 | -0.87 | 3.69 | 0.66 | -0.16 | 0.74 | 2.04 | 1.66 | -0.08 | 1.07 | 1.37 | -1.22 | -0.09 | 1.43 | 0.97 | 1.53 | 2.48 | -0.83 | 11.45 |
| Standard Deviation(%) | NA | 7.82 | 9.14 | 9.71 | 9.47 | NA | NA | 11.80 | 8.91 | 8.12 | 7.46 | 13.63 | 9.84 | 15.65 | 5.79 | 8.36 | 3.82 | 8.10 | 8.63 | 7.05 | 7.66 | 8.70 | 17.05 | 13.46 | 19.81 | 28.48 | 12.33 | 7.73 | 7.28 | 7.22 | 8.30 | 10.10 | 5.86 |
| Draw Down(%) | NA | 7.12 | 12.53 | 26.32 | 26.32 | NA | NA | 49.31 | 7.02 | 9.42 | 6.85 | 20.64 | 9.11 | 20.37 | 2.83 | 12.05 | 1.12 | 7.13 | 8.66 | 5.53 | 6.53 | 7.27 | 16.47 | 10.81 | 21.14 | 43.67 | 8.16 | 6.16 | 4.49 | 7.37 | 6.44 | 14.57 | 0.20 |
| Yield(%) | 0.00 | 7.00 | 3.85 | 2.93 | 4.47 | 5.21 | 4.33 | 4.96 | 0.00 | 7.35 | 2.80 | 1.85 | 2.37 | 1.80 | 9.19 | 6.20 | 5.94 | 3.56 | 7.71 | 6.00 | 3.06 | 2.37 | 2.04 | 2.22 | 3.19 | 4.56 | 5.17 | 3.69 | 2.44 | 2.97 | 1.78 | 1.11 | 1.12 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) |
-12.96%
Feb 2006 - Feb 2009 |
-4.69%
Feb 2004 - Feb 2009 |
2.48%
Oct 2013 - Oct 2023 |
2.88%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) |
21.71%
Feb 2009 - Feb 2012 |
17.53%
Feb 2009 - Feb 2014 |
10.80%
Feb 2009 - Feb 2019 |
7.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart