Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTDNX (PRINCIPAL LIFETIME 2040 FUND R-2) | NA | 24.78% | 10.86% | 12.18% | 8.70% | 6.35% | NA | … | … |
Data as of 03/01/2021, Common starting date is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTDNX (PRINCIPAL LIFETIME 2040 FUND R-2) | 06/26/2003 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.78 | 10.86 | 12.18 | 8.70 | 6.35 | NA | … | … | 3.88 | 14.18 | 23.97 | -8.56 | 19.78 | 4.64 | -1.49 | 5.34 | 21.41 | 15.75 | -4.05 | 14.91 | 28.58 | -38.60 | 3.96 | 14.85 | 9.18 | 12.24 | 12.82 |
| Sharpe Ratio | NA | 1.06 | 0.56 | 0.77 | 0.58 | NA | NA | … | … | 2.05 | 0.53 | 2.38 | -0.77 | 3.36 | 0.37 | -0.12 | 0.54 | 2.10 | 1.35 | -0.19 | 0.87 | 1.17 | -1.10 | 0.06 | 1.27 | 0.80 | 1.24 | 2.79 |
| Standard Deviation(%) | NA | 26.30 | 17.69 | 14.82 | 14.42 | NA | NA | … | … | 13.60 | 26.33 | 9.46 | 12.82 | 5.72 | 11.89 | 12.29 | 9.85 | 10.16 | 11.75 | 21.55 | 17.00 | 24.31 | 35.73 | 14.90 | 9.14 | 8.76 | 9.09 | 9.22 |
| Draw Down(%) | NA | 25.82 | 30.10 | 30.10 | 30.10 | NA | NA | … | … | 3.71 | 30.10 | 4.90 | 17.47 | 1.69 | 10.56 | 11.25 | 7.57 | 7.47 | 10.18 | 20.72 | 13.89 | 24.16 | 49.04 | 9.93 | 8.47 | 5.63 | 7.53 | 3.40 |
| Yield(%) | 0.00 | 6.05 | 6.39 | 6.71 | 5.77 | 4.51 | 4.86 | … | … | 0.00 | 5.77 | 7.70 | 6.85 | 6.08 | 4.21 | 5.46 | 6.27 | 4.18 | 1.67 | 1.24 | 1.08 | 1.98 | 3.41 | 4.67 | 2.84 | 1.67 | 2.45 | 0.73 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PTDNX (PRINCIPAL LIFETIME 2040 FUND R-2) |
-15.29%
Feb 2006 – Feb 2009 |
-6.03%
Feb 2004 – Feb 2009 |
3.28%
Dec 2006 – Dec 2016 |
4.50%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDNX (PRINCIPAL LIFETIME 2040 FUND R-2) |
22.70%
Feb 2009 – Feb 2012 |
19.20%
Feb 2009 – Feb 2014 |
11.99%
Feb 2009 – Feb 2019 |
6.82%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart