Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) | 8.85% | 21.60% | 16.96% | 5.25% | 8.88% | 8.40% | 6.88% | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) | 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 (%) | 0.67 | 21.60 | 16.96 | 5.25 | 8.88 | 8.40 | 6.88 | … | … | 8.85 | 17.29 | 13.00 | 20.10 | -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 | 1.65 | 1.05 | 0.17 | 0.46 | NA | NA | … | … | 1.32 | 0.92 | 0.83 | 1.34 | -1.14 | 0.83 | 0.43 | 2.36 | -0.73 | 3.43 | 0.40 | -0.08 | 0.57 | 2.21 | 1.36 | -0.18 | 0.88 | 1.14 | -1.08 | 0.07 | 1.22 | 0.91 | 1.20 | 2.87 |
| Standard Deviation(%) | NA | 11.59 | 13.31 | 15.94 | 15.91 | NA | NA | … | … | 14.04 | 15.77 | 11.28 | 12.34 | 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 | 8.58 | 15.63 | 30.53 | 32.67 | NA | NA | … | … | 8.58 | 15.63 | 7.02 | 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 | 9.93 | 7.83 | 4.34 | 5.83 | 6.15 | 5.16 | … | … | 0.00 | 10.45 | 6.87 | 4.83 | 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 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 |
|---|---|---|---|---|
| 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 |
10.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart