Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTDPX (PRINCIPAL LIFETIME 2040 FUND R-5) | 7.32% | 18.33% | 14.78% | 4.03% | 7.78% | 7.59% | 6.30% | … | … |
Data as of 06/04/2026, Common starting date is 06/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTDPX (PRINCIPAL LIFETIME 2040 FUND R-5) | 06/25/2003 | 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 (%) | 0.51 | 18.33 | 14.78 | 4.03 | 7.78 | 7.59 | 6.30 | … | … | 7.32 | 15.30 | 11.23 | 18.00 | -23.68 | 8.49 | 10.90 | 24.60 | -8.12 | 20.40 | 5.17 | -1.05 | 5.89 | 21.99 | 16.32 | -3.57 | 15.52 | 29.14 | -38.26 | 3.93 | 15.36 | 10.28 | 12.78 | 13.63 |
| Sharpe Ratio | NA | 1.64 | 1.04 | 0.11 | 0.43 | NA | NA | … | … | 1.25 | 0.95 | 0.79 | 1.33 | -1.21 | 0.66 | 0.42 | 2.46 | -0.74 | 3.46 | 0.42 | -0.09 | 0.60 | 2.17 | 1.39 | -0.17 | 0.91 | 1.20 | -1.10 | 0.05 | 1.28 | 0.91 | 1.30 | 2.98 |
| Standard Deviation(%) | NA | 9.77 | 11.30 | 14.01 | 14.21 | NA | NA | … | … | 11.92 | 13.08 | 9.69 | 10.86 | 20.78 | 12.88 | 25.09 | 9.41 | 12.83 | 5.73 | 11.75 | 12.28 | 9.81 | 10.10 | 11.78 | 21.56 | 16.91 | 24.20 | 35.64 | 15.04 | 9.37 | 8.80 | 9.08 | 9.13 |
| Draw Down(%) | NA | 7.38 | 13.09 | 29.83 | 30.04 | NA | NA | … | … | 7.38 | 13.09 | 5.63 | 9.96 | 24.96 | 10.06 | 30.04 | 4.82 | 17.10 | 1.68 | 10.46 | 11.13 | 7.51 | 7.36 | 10.14 | 20.55 | 13.81 | 24.11 | 48.75 | 9.82 | 8.43 | 5.61 | 7.44 | 3.40 |
| Yield(%) | 0.00 | 9.67 | 7.71 | 4.29 | 5.74 | 6.02 | 5.09 | … | … | 0.00 | 10.13 | 7.32 | 4.72 | 0.99 | 2.85 | 1.57 | 8.19 | 7.55 | 6.59 | 4.67 | 6.01 | 6.83 | 4.73 | 2.19 | 1.78 | 1.62 | 2.48 | 3.77 | 5.16 | 3.39 | 2.20 | 2.50 | 1.28 |
Data as of 06/04/2026, Common starting date is 06/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDPX (PRINCIPAL LIFETIME 2040 FUND R-5) |
-14.89%
Feb 2006 – Feb 2009 |
-5.58%
Feb 2004 – Feb 2009 |
3.74%
Dec 2006 – Dec 2016 |
3.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDPX (PRINCIPAL LIFETIME 2040 FUND R-5) |
23.33%
Feb 2009 – Feb 2012 |
19.79%
Feb 2009 – Feb 2014 |
12.54%
Feb 2009 – Feb 2019 |
9.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart