Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTESX (PRINCIPAL LIFETIME 2050 FUND R-4) | NA | 18.62% | -0.81% | 4.92% | 5.93% | 7.78% | 6.10% | 6.98% |
Data as of 11/25/2024, AR inception is 06/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTESX (PRINCIPAL LIFETIME 2050 FUND R-4) | 06/25/2003 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 (%) | 1.27 | 18.62 | -0.81 | 4.92 | 5.93 | 7.78 | 6.10 | 6.98 | 16.13 | 15.54 | -25.78 | 11.01 | 12.02 | 26.18 | -9.00 | 21.62 | 5.24 | -1.10 | 5.83 | 23.40 | 16.98 | -4.39 | 15.66 | 29.20 | -39.25 | 4.26 | 15.53 | 10.59 | 12.82 | 15.04 |
| Sharpe Ratio | NA | 1.00 | -0.32 | 0.13 | 0.28 | NA | NA | 0.33 | 0.99 | 0.88 | -1.16 | 0.81 | 0.42 | 2.35 | -0.74 | 3.38 | 0.39 | -0.09 | 0.55 | 2.21 | 1.35 | -0.19 | 0.86 | 1.13 | -1.08 | 0.08 | 1.22 | 0.89 | 1.19 | 3.00 |
| Standard Deviation(%) | NA | 11.73 | 17.37 | 18.94 | 15.78 | NA | NA | 17.20 | 11.16 | 12.99 | 23.51 | 13.52 | 27.76 | 10.54 | 14.06 | 6.24 | 12.81 | 13.25 | 10.51 | 10.60 | 12.65 | 23.03 | 18.08 | 25.76 | 36.95 | 15.56 | 10.08 | 9.49 | 9.96 | 10.12 |
| Draw Down(%) | NA | 6.99 | 29.40 | 32.69 | 32.69 | NA | NA | 55.86 | 6.99 | 10.92 | 26.35 | 9.90 | 32.69 | 5.50 | 18.72 | 1.84 | 11.33 | 11.85 | 8.07 | 7.70 | 10.90 | 21.78 | 14.62 | 24.94 | 49.96 | 10.15 | 9.64 | 6.17 | 7.66 | 3.48 |
| Yield(%) | 0.00 | 0.35 | 0.95 | 2.27 | 3.88 | 4.91 | 4.19 | 5.04 | 0.00 | 0.40 | 0.08 | 2.86 | 1.41 | 8.07 | 6.85 | 5.48 | 4.59 | 5.35 | 6.73 | 5.06 | 2.06 | 1.55 | 1.33 | 2.10 | 3.77 | 5.46 | 3.19 | 2.09 | 2.32 | 0.83 |
Data as of 11/25/2024, AR inception is 06/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTESX (PRINCIPAL LIFETIME 2050 FUND R-4) |
-15.56%
Feb 2006 - Feb 2009 |
-5.92%
Feb 2004 - Feb 2009 |
3.71%
Dec 2006 - Dec 2016 |
3.69%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTESX (PRINCIPAL LIFETIME 2050 FUND R-4) |
23.62%
Feb 2009 - Feb 2012 |
20.26%
Feb 2009 - Feb 2014 |
12.86%
Feb 2009 - Feb 2019 |
10.07%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart