Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTDMX (PRINCIPAL LIFETIME 2040 FUND R-3) | 7.19% | 18.01% | 14.44% | 3.67% | 7.43% | 7.24% | 5.96% | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTDMX (PRINCIPAL LIFETIME 2040 FUND R-3) | 06/26/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 18.01 | 14.44 | 3.67 | 7.43 | 7.24 | 5.96 | … | … | 7.19 | 14.99 | 10.84 | 17.60 | -23.96 | 8.06 | 10.53 | 24.28 | -8.40 | 19.96 | 4.85 | -1.34 | 5.54 | 21.56 | 16.03 | -3.90 | 15.24 | 28.68 | -38.48 | 3.99 | 15.04 | 9.55 | 12.47 | 12.81 |
| Sharpe Ratio | NA | 1.60 | 1.01 | 0.08 | 0.41 | NA | NA | … | … | 1.22 | 0.93 | 0.75 | 1.30 | -1.23 | 0.62 | 0.41 | 2.41 | -0.76 | 3.39 | 0.39 | -0.11 | 0.56 | 2.14 | 1.37 | -0.18 | 0.89 | 1.18 | -1.10 | 0.06 | 1.26 | 0.83 | 1.26 | 2.80 |
| Standard Deviation(%) | NA | 9.78 | 11.32 | 14.00 | 14.22 | NA | NA | … | … | 11.94 | 13.14 | 9.68 | 10.83 | 20.72 | 12.88 | 25.08 | 9.46 | 12.85 | 5.72 | 11.94 | 12.25 | 9.78 | 10.08 | 11.76 | 21.60 | 16.97 | 24.20 | 35.71 | 14.98 | 9.23 | 8.78 | 9.13 | 9.18 |
| Draw Down(%) | NA | 7.38 | 13.09 | 30.07 | 30.07 | NA | NA | … | … | 7.38 | 13.09 | 5.58 | 10.02 | 25.10 | 10.17 | 30.04 | 4.86 | 17.35 | 1.69 | 10.52 | 11.20 | 7.57 | 7.40 | 10.11 | 20.66 | 13.89 | 24.07 | 48.97 | 9.86 | 8.46 | 5.71 | 7.53 | 3.40 |
| Yield(%) | 0.00 | 9.50 | 7.49 | 4.07 | 5.45 | 5.68 | 4.78 | … | … | 0.00 | 9.94 | 7.08 | 4.49 | 0.73 | 2.55 | 1.32 | 7.89 | 7.26 | 6.28 | 4.42 | 5.76 | 6.54 | 4.40 | 1.84 | 1.47 | 1.29 | 2.17 | 3.60 | 4.86 | 3.05 | 1.87 | 2.47 | 0.93 |
Data as of 06/04/2026, Common starting date is 06/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDMX (PRINCIPAL LIFETIME 2040 FUND R-3) |
-15.14%
Feb 2006 – Feb 2009 |
-5.88%
Feb 2004 – Feb 2009 |
3.45%
Dec 2006 – Dec 2016 |
3.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDMX (PRINCIPAL LIFETIME 2040 FUND R-3) |
22.96%
Feb 2009 – Feb 2012 |
19.42%
Feb 2009 – Feb 2014 |
12.20%
Feb 2009 – Feb 2019 |
9.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart