Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) | 9.62% | 13.63% | 10.98% | 6.88% | 6.78% | 8.89% | 6.42% | 7.16% |
Data as of 07/03/2025, AR inception is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) | 06/26/2003 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | 13.63 | 10.98 | 6.88 | 6.78 | 8.89 | 6.42 | 7.16 | 9.62 | 6.18 | 16.93 | -25.15 | 11.20 | 12.19 | 26.34 | -8.89 | 21.74 | 5.33 | -1.01 | 6.01 | 23.53 | 17.08 | -4.20 | 15.93 | 29.57 | -39.24 | 4.24 | 15.72 | 10.89 | 12.94 | 14.30 |
| Sharpe Ratio | NA | 0.57 | 0.39 | 0.33 | 0.31 | NA | NA | 0.34 | 0.70 | -0.03 | 0.99 | -1.14 | 0.83 | 0.43 | 2.37 | -0.73 | 3.44 | 0.40 | -0.08 | 0.57 | 2.21 | 1.36 | -0.18 | 0.88 | 1.14 | -1.08 | 0.08 | 1.23 | 0.92 | 1.21 | 2.87 |
| Standard Deviation(%) | NA | 16.72 | 16.13 | 16.50 | 16.22 | NA | NA | 17.27 | 20.42 | 12.47 | 12.93 | 23.45 | 13.52 | 27.71 | 10.54 | 14.05 | 6.17 | 12.74 | 13.24 | 10.46 | 10.64 | 12.61 | 22.97 | 18.08 | 25.77 | 37.22 | 15.60 | 10.14 | 9.48 | 9.93 | 10.07 |
| Draw Down(%) | NA | 15.63 | 16.15 | 30.53 | 32.67 | NA | NA | 55.85 | 15.63 | 10.14 | 10.89 | 26.33 | 9.86 | 32.67 | 5.49 | 18.61 | 1.83 | 11.31 | 11.83 | 8.06 | 7.68 | 10.88 | 21.66 | 14.50 | 25.03 | 49.93 | 10.14 | 9.63 | 6.16 | 7.66 | 3.37 |
| Yield(%) | 0.00 | 6.25 | 3.29 | 2.93 | 4.46 | 6.29 | 4.71 | 5.64 | 0.00 | 6.87 | 1.67 | 0.76 | 3.01 | 1.54 | 8.19 | 6.98 | 5.64 | 4.60 | 5.43 | 6.90 | 5.23 | 2.19 | 1.64 | 1.69 | 2.22 | 3.82 | 5.59 | 3.32 | 2.22 | 2.33 | 0.96 |
Data as of 07/03/2025, AR inception is 06/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) |
-15.45%
Feb 2006 - Feb 2009 |
-5.81%
Feb 2004 - Feb 2009 |
3.84%
Dec 2006 - Dec 2016 |
3.83%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) |
23.85%
Feb 2009 - Feb 2012 |
20.46%
Feb 2009 - Feb 2014 |
13.01%
Feb 2009 - Feb 2019 |
10.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart