Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTCPX (PRINCIPAL LIFETIME 2030 FUND R-5) | 5.61% | 14.60% | 12.03% | 2.25% | 6.13% | 6.33% | 5.45% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTCPX (PRINCIPAL LIFETIME 2030 FUND R-5) | 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 | 14.60 | 12.03 | 2.25 | 6.13 | 6.33 | 5.45 | … | … | 5.61 | 12.99 | 8.74 | 14.84 | -23.13 | 5.81 | 9.36 | 22.09 | -7.67 | 18.20 | 5.52 | -1.21 | 5.66 | 18.99 | 15.28 | -2.41 | 15.38 | 28.57 | -36.49 | 3.16 | 14.94 | 10.02 | 12.50 | 22.88 | -10.28 | 0.69 |
| Sharpe Ratio | NA | 1.63 | 1.02 | -0.02 | 0.38 | NA | NA | … | … | 1.16 | 1.03 | 0.67 | 1.28 | -1.44 | 0.51 | 0.43 | 2.60 | -0.83 | 3.55 | 0.52 | -0.12 | 0.66 | 2.11 | 1.50 | -0.13 | 0.99 | 1.26 | -1.16 | 0.00 | 1.35 | 0.95 | 1.42 | 2.29 | -0.91 | 10.86 |
| Standard Deviation(%) | NA | 7.60 | 8.86 | 11.43 | 11.78 | NA | NA | … | … | 9.35 | 9.85 | 7.68 | 8.84 | 17.17 | 11.33 | 20.88 | 7.91 | 11.00 | 4.96 | 10.19 | 10.61 | 8.58 | 8.99 | 10.21 | 19.49 | 15.40 | 22.59 | 32.31 | 13.86 | 8.60 | 8.14 | 8.10 | 9.70 | 12.52 | 7.06 |
| Draw Down(%) | NA | 5.86 | 9.64 | 28.85 | 28.85 | NA | NA | … | … | 5.86 | 9.64 | 4.05 | 8.67 | 23.72 | 9.43 | 25.94 | 3.95 | 15.47 | 1.43 | 8.89 | 10.04 | 6.58 | 6.99 | 8.83 | 18.69 | 12.35 | 22.87 | 46.64 | 9.21 | 7.60 | 5.07 | 7.46 | 8.22 | 18.50 | 0.20 |
| Yield(%) | 0.00 | 9.35 | 6.97 | 3.88 | 5.06 | 5.44 | 4.73 | … | … | 0.00 | 9.75 | 6.11 | 4.41 | 1.33 | 2.37 | 1.62 | 7.16 | 6.74 | 6.23 | 3.79 | 8.28 | 6.55 | 3.46 | 2.26 | 1.98 | 2.02 | 2.83 | 4.20 | 5.28 | 3.55 | 2.39 | 2.77 | 1.47 | 0.79 | 1.19 |
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 |
|---|---|---|---|---|
| PTCPX (PRINCIPAL LIFETIME 2030 FUND R-5) |
-14.04%
Feb 2006 – Feb 2009 |
-5.15%
Feb 2004 – Feb 2009 |
3.21%
Oct 2013 – Oct 2023 |
3.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTCPX (PRINCIPAL LIFETIME 2030 FUND R-5) |
22.87%
Feb 2009 – Feb 2012 |
18.91%
Feb 2009 – Feb 2014 |
11.82%
Feb 2009 – Feb 2019 |
8.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart