Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTENX (PRINCIPAL LIFETIME 2050 FUND R-2) | NA | 27.15% | 11.40% | 12.90% | 9.14% | 6.61% | NA | … | … |
Data as of 03/01/2021, Common starting date is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTENX (PRINCIPAL LIFETIME 2050 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 (%) | 0.06 | 27.15 | 11.40 | 12.90 | 9.14 | 6.61 | NA | … | … | 4.45 | 14.65 | 25.78 | -9.37 | 21.19 | 4.81 | -1.44 | 5.44 | 22.92 | 16.56 | -4.76 | 15.51 | 28.89 | -39.53 | 4.21 | 15.12 | 9.86 | 12.38 | 14.10 |
| Sharpe Ratio | NA | 1.04 | 0.53 | 0.74 | 0.56 | NA | NA | … | … | 2.17 | 0.49 | 2.31 | -0.76 | 3.35 | 0.35 | -0.11 | 0.52 | 2.15 | 1.32 | -0.21 | 0.85 | 1.12 | -1.09 | 0.08 | 1.19 | 0.81 | 1.14 | 2.82 |
| Standard Deviation(%) | NA | 29.42 | 19.75 | 16.48 | 15.75 | NA | NA | … | … | 14.97 | 29.47 | 10.57 | 14.05 | 6.16 | 12.98 | 13.24 | 10.44 | 10.64 | 12.59 | 23.02 | 18.07 | 25.77 | 36.86 | 15.54 | 9.97 | 9.49 | 10.03 | 10.10 |
| Draw Down(%) | NA | 27.91 | 32.66 | 32.66 | 32.66 | NA | NA | … | … | 4.03 | 32.66 | 5.52 | 18.99 | 1.85 | 11.36 | 11.98 | 8.12 | 7.66 | 11.01 | 21.93 | 14.44 | 25.09 | 50.11 | 10.20 | 9.68 | 6.18 | 7.66 | 3.48 |
| Yield(%) | 0.00 | 5.35 | 5.98 | 6.34 | 5.61 | 4.41 | 4.85 | … | … | 0.00 | 5.05 | 7.71 | 6.30 | 5.14 | 4.22 | 4.90 | 6.40 | 4.71 | 1.70 | 1.11 | 1.22 | 1.72 | 3.47 | 5.10 | 2.78 | 1.69 | 2.27 | 0.41 |
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 |
|---|---|---|---|---|
| PTENX (PRINCIPAL LIFETIME 2050 FUND R-2) |
-15.84%
Feb 2006 – Feb 2009 |
-6.26%
Feb 2004 – Feb 2009 |
3.38%
Dec 2006 – Dec 2016 |
4.54%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTENX (PRINCIPAL LIFETIME 2050 FUND R-2) |
23.24%
Feb 2009 – Feb 2012 |
19.86%
Feb 2009 – Feb 2014 |
12.46%
Feb 2009 – Feb 2019 |
7.12%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart