Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTDAX (PRINCIPAL LIFETIME 2040 FUND CLASS A) | 6.83% | 17.93% | 14.53% | 3.93% | 7.64% | 7.35% | 6.14% | … | … |
Data as of 06/03/2026, Common starting date is 11/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTDAX (PRINCIPAL LIFETIME 2040 FUND CLASS A) | 11/02/2005 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 17.93 | 14.53 | 3.93 | 7.64 | 7.35 | 6.14 | … | … | 6.83 | 15.20 | 9.08 | 20.11 | -23.87 | 8.23 | 10.73 | 24.49 | -8.21 | 20.25 | 5.02 | -1.14 | 5.77 | 21.82 | 16.27 | -3.69 | 15.34 | 28.99 | -38.43 | 4.05 | 14.63 | 2.85 |
| Sharpe Ratio | NA | 1.63 | 1.02 | 0.10 | 0.42 | NA | NA | … | … | 1.24 | 0.94 | 0.54 | 1.52 | -1.22 | 0.64 | 0.42 | 2.43 | -0.75 | 3.45 | 0.40 | -0.10 | 0.59 | 2.15 | 1.39 | -0.17 | 0.90 | 1.19 | -1.10 | 0.06 | 1.21 | 2.51 |
| Standard Deviation(%) | NA | 9.78 | 11.46 | 14.08 | 14.26 | NA | NA | … | … | 11.98 | 13.10 | 10.07 | 10.96 | 20.77 | 12.92 | 25.06 | 9.46 | 12.81 | 5.70 | 11.93 | 12.24 | 9.79 | 10.14 | 11.78 | 21.64 | 17.01 | 24.19 | 35.70 | 14.96 | 9.28 | 6.56 |
| Draw Down(%) | NA | 7.39 | 13.08 | 30.01 | 30.01 | NA | NA | … | … | 7.39 | 13.08 | 5.57 | 9.97 | 25.03 | 10.18 | 30.01 | 4.89 | 17.15 | 1.70 | 10.50 | 11.18 | 7.53 | 7.43 | 10.14 | 20.63 | 13.84 | 24.16 | 48.89 | 9.87 | 8.42 | 1.26 |
| Yield(%) | 0.00 | 9.85 | 7.78 | 4.31 | 5.73 | 5.90 | 5.01 | … | … | 0.00 | 10.30 | 7.35 | 4.71 | 0.91 | 2.80 | 1.51 | 8.22 | 7.55 | 6.56 | 4.67 | 6.00 | 6.77 | 4.65 | 2.10 | 1.70 | 1.53 | 2.38 | 3.70 | 5.07 | 3.17 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDAX (PRINCIPAL LIFETIME 2040 FUND CLASS A) |
-15.04%
Feb 2006 – Feb 2009 |
-2.05%
May 2007 – May 2012 |
3.63%
Dec 2006 – Dec 2016 |
3.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDAX (PRINCIPAL LIFETIME 2040 FUND CLASS A) |
23.22%
Feb 2009 – Feb 2012 |
19.68%
Feb 2009 – Feb 2014 |
12.43%
Feb 2009 – Feb 2019 |
9.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart