Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTBSX (PRINCIPAL LIFETIME 2020 FUND R-4) | NA | 10.56% | -3.75% | 0.92% | 3.02% | 5.23% | 4.29% | … | … |
Data as of 11/25/2024, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBSX (PRINCIPAL LIFETIME 2020 FUND R-4) | 12/26/2001 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.62 | 10.56 | -3.75 | 0.92 | 3.02 | 5.23 | 4.29 | … | … | 8.65 | 8.79 | -20.73 | 1.80 | 8.04 | 18.00 | -6.09 | 14.51 | 5.41 | -1.50 | 5.22 | 15.52 | 14.25 | -1.50 | 14.45 | 26.94 | -34.00 | 2.03 | 14.05 | 9.05 | 11.81 | 21.10 | -7.34 | 0.60 |
| Sharpe Ratio | NA | 0.62 | -0.76 | -0.14 | 0.16 | NA | NA | … | … | 0.44 | 0.61 | -1.63 | 0.18 | 0.50 | 2.85 | -0.88 | 3.64 | 0.64 | -0.18 | 0.74 | 2.00 | 1.64 | -0.09 | 1.07 | 1.35 | -1.20 | -0.08 | 1.41 | 0.95 | 1.50 | 2.45 | -0.85 | 10.12 |
| Standard Deviation(%) | NA | 6.62 | 10.54 | 11.11 | 9.40 | NA | NA | … | … | 6.00 | 7.49 | 13.60 | 9.85 | 15.62 | 5.83 | 8.44 | 3.83 | 8.11 | 8.63 | 7.02 | 7.74 | 8.75 | 16.97 | 13.43 | 19.85 | 28.93 | 12.25 | 7.69 | 7.25 | 7.26 | 8.33 | 9.95 | 6.35 |
| Draw Down(%) | NA | 3.49 | 25.39 | 26.43 | 26.43 | NA | NA | … | … | 3.25 | 6.87 | 20.74 | 9.19 | 20.35 | 2.77 | 12.14 | 1.13 | 7.14 | 8.67 | 5.55 | 6.55 | 7.29 | 16.51 | 10.84 | 21.17 | 43.70 | 8.17 | 6.17 | 4.50 | 7.37 | 6.54 | 14.57 | 0.20 |
| Yield(%) | 0.00 | 1.95 | 1.61 | 2.90 | 4.03 | 4.69 | 4.08 | … | … | 0.00 | 2.08 | 1.35 | 2.23 | 1.66 | 9.02 | 6.06 | 5.79 | 3.49 | 7.60 | 5.84 | 2.94 | 2.20 | 1.93 | 2.13 | 3.08 | 4.49 | 5.06 | 3.55 | 2.30 | 2.97 | 1.64 | 1.01 | 1.00 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PTBSX (PRINCIPAL LIFETIME 2020 FUND R-4) |
-13.07%
Feb 2006 – Feb 2009 |
-4.81%
Feb 2004 – Feb 2009 |
2.31%
Oct 2013 – Oct 2023 |
2.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBSX (PRINCIPAL LIFETIME 2020 FUND R-4) |
21.56%
Feb 2009 – Feb 2012 |
17.39%
Feb 2009 – Feb 2014 |
10.66%
Feb 2009 – Feb 2019 |
7.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart