Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) | 9.85% | 8.81% | 7.40% | 4.44% | 5.92% | 7.64% | 5.90% | 6.28% |
Data as of 07/25/2025, AR inception is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) | 12/26/2001 | 07/25/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 8.81 | 7.40 | 4.44 | 5.92 | 7.64 | 5.90 | 6.28 | 9.85 | 6.15 | 15.57 | -23.46 | 8.84 | 11.25 | 24.89 | -7.90 | 20.70 | 5.45 | -0.78 | 6.11 | 22.37 | 16.66 | -3.38 | 15.85 | 29.46 | -38.10 | 3.96 | 15.69 | 10.80 | 12.99 | 24.47 | -12.64 | 0.66 |
| Sharpe Ratio | NA | 0.15 | 0.33 | 0.15 | 0.28 | NA | NA | 0.31 | 0.78 | -0.04 | 1.01 | -1.20 | 0.69 | 0.44 | 2.49 | -0.72 | 3.50 | 0.45 | -0.07 | 0.62 | 2.21 | 1.43 | -0.16 | 0.93 | 1.22 | -1.09 | 0.06 | 1.32 | 0.96 | 1.32 | 2.15 | -0.92 | 7.88 |
| Standard Deviation(%) | NA | 14.81 | 14.18 | 14.78 | 14.60 | NA | NA | 15.94 | 16.13 | 10.96 | 11.36 | 20.70 | 12.82 | 25.04 | 9.43 | 12.84 | 5.76 | 11.71 | 12.30 | 9.84 | 10.09 | 11.75 | 21.55 | 16.92 | 24.15 | 35.85 | 15.36 | 9.44 | 8.98 | 9.10 | 11.07 | 14.91 | 9.26 |
| Draw Down(%) | NA | 16.94 | 16.94 | 29.64 | 30.02 | NA | NA | 54.43 | 13.05 | 8.89 | 9.95 | 24.82 | 9.98 | 30.02 | 4.86 | 16.91 | 1.73 | 10.42 | 11.02 | 7.54 | 7.41 | 10.10 | 20.41 | 13.78 | 24.08 | 48.69 | 9.79 | 8.41 | 5.60 | 7.44 | 9.61 | 22.07 | 0.40 |
| Yield(%) | 0.00 | 1.94 | 1.86 | 2.11 | 4.33 | 5.65 | 4.57 | 5.10 | 0.00 | 2.10 | 2.25 | 1.18 | 3.11 | 1.82 | 8.46 | 7.77 | 6.87 | 4.95 | 6.26 | 7.04 | 4.98 | 2.46 | 2.04 | 1.88 | 2.71 | 3.95 | 5.42 | 3.68 | 2.47 | 2.52 | 1.69 | 0.93 | 1.36 |
Data as of 07/25/2025, AR inception is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) |
-14.67%
Feb 2006 - Feb 2009 |
-5.34%
Feb 2004 - Feb 2009 |
3.98%
Dec 2006 - Dec 2016 |
3.83%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) |
23.65%
Feb 2009 - Feb 2012 |
20.10%
Feb 2009 - Feb 2014 |
12.83%
Feb 2009 - Feb 2019 |
10.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart