Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) | 7.44% | 18.65% | 15.08% | 6.97% | 9.90% | 9.09% | 7.48% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) | 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 (%) | 0.51 | 18.65 | 15.08 | 6.97 | 9.90 | 9.09 | 7.48 | … | … | 7.44 | 15.59 | 11.51 | 18.33 | -18.13 | 15.36 | 16.03 | 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 | 1.66 | 1.07 | 0.34 | 0.60 | NA | NA | … | … | 1.28 | 0.97 | 0.82 | 1.36 | -1.00 | 1.41 | 0.64 | 2.48 | -0.73 | 3.50 | 0.45 | -0.07 | 0.62 | 2.21 | 1.42 | -0.16 | 0.93 | 1.22 | -1.09 | 0.05 | 1.31 | 0.95 | 1.32 | 2.15 | -0.92 | 7.88 |
| Standard Deviation(%) | NA | 9.81 | 11.31 | 13.30 | 13.75 | NA | NA | … | … | 11.92 | 13.11 | 9.65 | 10.85 | 19.63 | 10.84 | 24.41 | 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 | 7.32 | 13.05 | 25.43 | 30.02 | NA | NA | … | … | 7.32 | 13.05 | 5.58 | 9.95 | 24.82 | 5.20 | 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 | 9.84 | 7.92 | 6.64 | 7.96 | 7.81 | 6.43 | … | … | 0.00 | 10.32 | 7.49 | 4.99 | 6.48 | 9.51 | 6.53 | 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 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 |
|---|---|---|---|---|
| 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 |
4.53%
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 |
11.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart