Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTCAX (PRINCIPAL LIFETIME 2030 FUND CLASS A) | 4.03% | 7.55% | 6.18% | 2.93% | 4.10% | 6.30% | NA | 4.97% |
Data as of 06/20/2025, AR inception is 11/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTCAX (PRINCIPAL LIFETIME 2030 FUND CLASS A) | 11/07/2005 | 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 (%) | -0.21 | 7.55 | 6.18 | 2.93 | 4.10 | 6.30 | NA | 4.97 | 4.03 | 2.73 | 12.72 | -23.19 | 5.71 | 9.24 | 21.96 | -7.76 | 18.01 | 5.41 | -1.29 | 5.52 | 18.87 | 15.21 | -2.59 | 15.08 | 28.44 | -36.57 | 3.25 | 15.50 | 2.38 |
| Sharpe Ratio | NA | 0.41 | 0.28 | 0.08 | 0.23 | NA | NA | 0.25 | 0.45 | -0.43 | 0.93 | -1.44 | 0.50 | 0.43 | 2.62 | -0.82 | 3.54 | 0.50 | -0.12 | 0.64 | 2.10 | 1.49 | -0.13 | 0.97 | 1.25 | -1.16 | 0.02 | 1.44 | 2.37 |
| Standard Deviation(%) | NA | 10.40 | 11.49 | 12.17 | 12.15 | NA | NA | 14.67 | 12.74 | 8.89 | 9.17 | 17.16 | 11.33 | 20.89 | 7.86 | 11.10 | 4.93 | 10.33 | 10.61 | 8.59 | 8.95 | 10.26 | 19.44 | 15.44 | 22.64 | 32.26 | 13.93 | 8.55 | 6.21 |
| Draw Down(%) | NA | 9.65 | 14.45 | 28.87 | 28.87 | NA | NA | 52.49 | 9.65 | 8.67 | 8.70 | 23.74 | 9.40 | 25.90 | 4.01 | 15.60 | 1.42 | 8.92 | 10.13 | 6.56 | 6.97 | 8.80 | 18.77 | 12.48 | 22.88 | 46.73 | 9.17 | 7.65 | 1.27 |
| Yield(%) | 0.00 | 5.64 | 3.22 | 2.61 | 4.13 | 5.25 | 4.13 | 4.35 | 0.00 | 5.96 | 2.28 | 1.23 | 2.28 | 1.53 | 7.02 | 6.59 | 6.10 | 3.69 | 8.16 | 6.40 | 3.33 | 2.14 | 1.87 | 1.80 | 2.71 | 4.08 | 5.13 | 3.31 | 0.00 |
Data as of 06/20/2025, AR inception is 11/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTCAX (PRINCIPAL LIFETIME 2030 FUND CLASS A) |
-14.18%
Feb 2006 - Feb 2009 |
-1.36%
May 2007 - May 2012 |
3.11%
Oct 2013 - Oct 2023 |
3.16%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTCAX (PRINCIPAL LIFETIME 2030 FUND CLASS A) |
22.69%
Feb 2009 - Feb 2012 |
18.75%
Feb 2009 - Feb 2014 |
11.68%
Feb 2009 - Feb 2019 |
8.60%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart