Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTCMX (PRINCIPAL LIFETIME 2030 FUND R-3) | 5.49% | 14.29% | 11.69% | 1.92% | 5.80% | 6.00% | 5.12% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTCMX (PRINCIPAL LIFETIME 2030 FUND R-3) | 12/26/2001 | 06/04/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 14.29 | 11.69 | 1.92 | 5.80 | 6.00 | 5.12 | … | … | 5.49 | 12.58 | 8.46 | 14.49 | -23.39 | 5.38 | 9.02 | 21.67 | -7.91 | 17.81 | 5.23 | -1.51 | 5.33 | 18.60 | 14.96 | -2.74 | 14.93 | 28.14 | -36.61 | 3.16 | 14.57 | 9.26 | 12.15 | 22.61 | -10.47 | 0.68 |
| Sharpe Ratio | NA | 1.58 | 0.98 | -0.05 | 0.36 | NA | NA | … | … | 1.13 | 0.99 | 0.63 | 1.24 | -1.45 | 0.47 | 0.42 | 2.56 | -0.85 | 3.49 | 0.48 | -0.14 | 0.62 | 2.06 | 1.47 | -0.14 | 0.97 | 1.24 | -1.14 | 0.00 | 1.31 | 0.87 | 1.38 | 2.24 | -0.93 | 9.59 |
| Standard Deviation(%) | NA | 7.60 | 8.85 | 11.44 | 11.80 | NA | NA | … | … | 9.31 | 9.84 | 7.71 | 8.79 | 17.19 | 11.40 | 20.89 | 7.90 | 11.02 | 4.93 | 10.34 | 10.65 | 8.57 | 9.02 | 10.24 | 19.42 | 15.36 | 22.54 | 32.77 | 13.84 | 8.54 | 8.09 | 8.09 | 9.75 | 12.46 | 7.87 |
| Draw Down(%) | NA | 5.89 | 9.75 | 29.12 | 29.12 | NA | NA | … | … | 5.89 | 9.75 | 4.14 | 8.71 | 23.93 | 9.48 | 25.94 | 3.97 | 15.70 | 1.44 | 8.91 | 10.20 | 6.60 | 7.08 | 8.85 | 18.82 | 12.39 | 22.90 | 46.78 | 9.16 | 7.61 | 4.99 | 7.44 | 8.21 | 18.60 | 0.30 |
| Yield(%) | 0.00 | 9.11 | 6.68 | 3.64 | 4.74 | 5.08 | 4.41 | … | … | 0.00 | 9.48 | 5.81 | 4.11 | 1.04 | 2.06 | 1.33 | 6.80 | 6.40 | 5.89 | 3.50 | 8.00 | 6.22 | 3.14 | 1.92 | 1.65 | 1.66 | 2.52 | 3.99 | 4.97 | 3.21 | 2.07 | 2.74 | 1.01 | 0.51 | 0.88 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PTCMX (PRINCIPAL LIFETIME 2030 FUND R-3) |
-14.32%
Feb 2006 – Feb 2009 |
-5.46%
Feb 2004 – Feb 2009 |
2.88%
Oct 2013 – Oct 2023 |
2.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTCMX (PRINCIPAL LIFETIME 2030 FUND R-3) |
22.50%
Feb 2009 – Feb 2012 |
18.55%
Feb 2009 – Feb 2014 |
11.48%
Feb 2009 – Feb 2019 |
8.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart