Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTERX (PRINCIPAL LIFETIME 2050 FUND R-3) | 9.27% | 7.62% | 6.29% | 4.75% | 5.78% | 7.51% | 5.64% | 6.56% |
Data as of 08/01/2025, AR inception is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTERX (PRINCIPAL LIFETIME 2050 FUND R-3) | 06/26/2003 | 08/01/2025 |
| 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 (%) | -1.41 | 7.62 | 6.29 | 4.75 | 5.78 | 7.51 | 5.64 | 6.56 | 9.27 | 7.30 | 16.44 | -25.44 | 10.81 | 11.74 | 26.05 | -9.21 | 21.40 | 5.01 | -1.28 | 5.64 | 23.08 | 16.77 | -4.58 | 15.49 | 28.91 | -39.32 | 4.23 | 15.29 | 10.22 | 12.60 | 14.19 |
| Sharpe Ratio | NA | 0.26 | 0.18 | 0.17 | 0.26 | NA | NA | 0.31 | 0.72 | 0.06 | 0.95 | -1.15 | 0.80 | 0.41 | 2.33 | -0.75 | 3.34 | 0.37 | -0.10 | 0.54 | 2.16 | 1.34 | -0.20 | 0.85 | 1.12 | -1.09 | 0.08 | 1.21 | 0.85 | 1.17 | 2.83 |
| Standard Deviation(%) | NA | 17.18 | 16.14 | 16.58 | 16.28 | NA | NA | 17.24 | 18.79 | 12.38 | 12.89 | 23.49 | 13.53 | 27.76 | 10.58 | 14.01 | 6.24 | 12.91 | 13.20 | 10.46 | 10.67 | 12.56 | 23.07 | 18.07 | 25.67 | 36.91 | 15.51 | 9.99 | 9.44 | 9.96 | 10.13 |
| Draw Down(%) | NA | 19.23 | 19.23 | 30.75 | 32.70 | NA | NA | 56.03 | 15.68 | 9.27 | 10.91 | 26.49 | 9.93 | 32.70 | 5.54 | 18.82 | 1.85 | 11.37 | 11.90 | 8.10 | 7.65 | 10.93 | 21.83 | 14.74 | 25.09 | 50.00 | 10.18 | 9.66 | 6.17 | 7.66 | 3.37 |
| Yield(%) | 0.00 | 1.07 | 0.99 | 1.46 | 3.56 | 4.79 | 3.87 | 4.78 | 0.00 | 1.18 | 1.38 | 0.51 | 2.72 | 1.26 | 7.90 | 6.72 | 5.34 | 4.43 | 5.19 | 6.61 | 4.89 | 1.83 | 1.36 | 1.13 | 1.91 | 3.65 | 5.28 | 2.98 | 1.89 | 2.29 | 0.61 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| PTERX (PRINCIPAL LIFETIME 2050 FUND R-3) |
-15.71%
Feb 2006 - Feb 2009 |
-6.09%
Feb 2004 - Feb 2009 |
3.53%
Dec 2006 - Dec 2016 |
3.49%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTERX (PRINCIPAL LIFETIME 2050 FUND R-3) |
23.37%
Feb 2009 - Feb 2012 |
20.02%
Feb 2009 - Feb 2014 |
12.64%
Feb 2009 - Feb 2019 |
9.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart