Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTCNX (PRINCIPAL LIFETIME 2030 FUND R-2) | NA | 20.48% | 9.62% | 10.80% | 7.86% | 5.90% | NA | … | … |
Data as of 03/01/2021, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTCNX (PRINCIPAL LIFETIME 2030 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 (%) | -0.06 | 20.48 | 9.62 | 10.80 | 7.86 | 5.90 | NA | … | … | 2.82 | 12.66 | 21.53 | -8.12 | 17.61 | 5.01 | -1.69 | 5.12 | 18.46 | 14.74 | -2.91 | 14.77 | 27.86 | -36.76 | 3.13 | 14.45 | 8.83 | 12.06 | 22.30 | -10.72 | 0.61 |
| Sharpe Ratio | NA | 1.08 | 0.60 | 0.82 | 0.61 | NA | NA | … | … | 1.71 | 0.58 | 2.56 | -0.86 | 3.45 | 0.46 | -0.16 | 0.60 | 2.05 | 1.45 | -0.15 | 0.95 | 1.23 | -1.16 | 0.01 | 1.33 | 0.82 | 1.37 | 2.23 | -0.95 | 8.87 |
| Standard Deviation(%) | NA | 21.25 | 14.44 | 12.23 | 12.31 | NA | NA | … | … | 11.50 | 21.24 | 7.87 | 11.02 | 4.94 | 10.39 | 10.61 | 8.55 | 9.01 | 10.22 | 19.38 | 15.39 | 22.59 | 32.26 | 13.78 | 8.41 | 8.08 | 8.10 | 9.68 | 12.49 | 7.37 |
| Draw Down(%) | NA | 22.40 | 25.94 | 25.94 | 25.94 | NA | NA | … | … | 3.20 | 25.94 | 4.03 | 15.82 | 1.44 | 8.99 | 10.22 | 6.62 | 7.10 | 8.87 | 18.88 | 12.42 | 22.96 | 46.85 | 9.20 | 7.64 | 5.09 | 7.46 | 8.32 | 18.70 | 0.30 |
| Yield(%) | 0.00 | 6.30 | 5.97 | 6.05 | 5.43 | 4.38 | 4.58 | … | … | 0.00 | 6.09 | 6.61 | 6.05 | 5.61 | 3.28 | 7.76 | 6.01 | 2.90 | 1.67 | 1.42 | 1.46 | 2.31 | 3.81 | 4.80 | 3.03 | 1.87 | 2.72 | 0.80 | 0.36 | 0.71 |
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 |
|---|---|---|---|---|
| PTCNX (PRINCIPAL LIFETIME 2030 FUND R-2) |
-14.48%
Feb 2006 – Feb 2009 |
-5.63%
Feb 2004 – Feb 2009 |
3.20%
Dec 2006 – Dec 2016 |
4.43%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTCNX (PRINCIPAL LIFETIME 2030 FUND R-2) |
22.31%
Feb 2009 – Feb 2012 |
18.34%
Feb 2009 – Feb 2014 |
11.28%
Feb 2009 – Feb 2019 |
7.39%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart