Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTDSX (PRINCIPAL LIFETIME 2040 FUND R-4) | NA | 16.52% | -1.68% | 3.82% | 5.22% | 7.18% | 5.66% | … | … |
Data as of 11/25/2024, Common starting date is 06/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTDSX (PRINCIPAL LIFETIME 2040 FUND R-4) | 06/25/2003 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | 16.52 | -1.68 | 3.82 | 5.22 | 7.18 | 5.66 | … | … | 13.88 | 13.99 | -24.34 | 8.27 | 10.78 | 24.53 | -8.25 | 20.20 | 5.05 | -1.16 | 5.75 | 21.79 | 16.25 | -3.70 | 15.36 | 29.00 | -38.36 | 3.96 | 15.30 | 9.92 | 12.59 | 13.51 |
| Sharpe Ratio | NA | 0.97 | -0.41 | 0.08 | 0.26 | NA | NA | … | … | 0.88 | 0.86 | -1.24 | 0.64 | 0.42 | 2.43 | -0.75 | 3.45 | 0.41 | -0.10 | 0.58 | 2.16 | 1.39 | -0.17 | 0.90 | 1.19 | -1.11 | 0.06 | 1.30 | 0.88 | 1.28 | 2.99 |
| Standard Deviation(%) | NA | 10.15 | 15.48 | 17.00 | 14.25 | NA | NA | … | … | 9.61 | 11.38 | 20.78 | 12.91 | 25.08 | 9.51 | 12.84 | 5.70 | 11.74 | 12.27 | 9.81 | 10.07 | 11.72 | 21.57 | 16.97 | 24.22 | 35.29 | 14.95 | 9.30 | 8.85 | 9.07 | 9.03 |
| Draw Down(%) | NA | 5.56 | 28.86 | 30.04 | 30.04 | NA | NA | … | … | 5.56 | 9.98 | 25.03 | 10.13 | 30.04 | 4.85 | 17.21 | 1.69 | 10.44 | 11.13 | 7.56 | 7.40 | 10.10 | 20.57 | 13.88 | 24.07 | 48.82 | 9.85 | 8.46 | 5.63 | 7.45 | 3.30 |
| Yield(%) | 0.00 | 0.77 | 1.11 | 2.39 | 4.07 | 5.03 | 4.26 | … | … | 0.00 | 0.86 | 0.34 | 2.71 | 1.45 | 8.08 | 7.45 | 6.46 | 4.62 | 5.94 | 6.68 | 4.62 | 2.05 | 1.68 | 1.51 | 2.37 | 3.72 | 5.05 | 3.26 | 2.08 | 2.50 | 1.14 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PTDSX (PRINCIPAL LIFETIME 2040 FUND R-4) |
-15.01%
Feb 2006 – Feb 2009 |
-5.70%
Feb 2004 – Feb 2009 |
3.62%
Dec 2006 – Dec 2016 |
3.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDSX (PRINCIPAL LIFETIME 2040 FUND R-4) |
23.19%
Feb 2009 – Feb 2012 |
19.66%
Feb 2009 – Feb 2014 |
12.41%
Feb 2009 – Feb 2019 |
9.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart