Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTTIX (PRINCIPAL LIFETIME 2010 FUND INSTITUTIONAL CLASS) | NA | 0.71% | 2.39% | 3.16% | 4.03% | 4.08% | 4.97% | … | … |
Data as of 05/25/2023, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTTIX (PRINCIPAL LIFETIME 2010 FUND INSTITUTIONAL CLASS) | 12/26/2001 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.71 | 2.39 | 3.16 | 4.03 | 4.08 | 4.97 | … | … | 4.17 | -13.13 | 5.78 | 10.90 | 14.35 | -3.90 | 11.24 | 5.32 | -1.07 | 4.94 | 10.93 | 12.04 | 1.15 | 14.16 | 24.92 | -30.27 | 0.31 | 12.52 | 7.67 | 11.76 | 16.92 | -6.04 | 0.68 |
| Sharpe Ratio | NA | -0.22 | 0.23 | 0.28 | 0.53 | NA | NA | … | … | 1.31 | -1.49 | 1.20 | 1.04 | 3.49 | -0.94 | 3.92 | 0.91 | -0.18 | 1.01 | 1.96 | 2.15 | 0.10 | 1.30 | 1.51 | -1.34 | -0.28 | 1.41 | 0.91 | 1.74 | 2.28 | -0.89 | 19.89 |
| Standard Deviation(%) | NA | 8.86 | 7.20 | 7.29 | 6.33 | NA | NA | … | … | 5.64 | 9.79 | 4.80 | 10.19 | 3.69 | 5.64 | 2.71 | 5.62 | 5.93 | 4.89 | 5.55 | 5.63 | 11.01 | 10.81 | 16.49 | 23.29 | 10.22 | 6.48 | 5.92 | 6.20 | 7.11 | 8.10 | 3.80 |
| Draw Down(%) | NA | 9.66 | 17.91 | 17.91 | 17.91 | NA | NA | … | … | 3.64 | 17.29 | 2.69 | 14.93 | 1.51 | 8.06 | 0.91 | 4.66 | 6.67 | 3.91 | 5.36 | 4.65 | 10.99 | 8.21 | 18.04 | 38.88 | 6.62 | 3.94 | 3.43 | 6.58 | 4.94 | 10.56 | 0.00 |
| Yield(%) | 0.00 | 7.10 | 7.22 | 6.93 | 5.58 | 4.79 | 5.43 | … | … | 1.93 | 4.81 | 7.49 | 7.16 | 7.57 | 7.68 | 5.34 | 4.32 | 4.80 | 2.28 | 2.19 | 2.69 | 2.57 | 3.08 | 3.86 | 5.07 | 5.46 | 3.99 | 2.54 | 3.22 | 0.00 | 0.00 | 1.58 |
Data as of 05/25/2023, Common starting date is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTTIX (PRINCIPAL LIFETIME 2010 FUND INSTITUTIONAL CLASS) |
-11.47%
Feb 2006 – Feb 2009 |
-4.11%
Feb 2004 – Feb 2009 |
3.21%
Dec 2006 – Dec 2016 |
3.14%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTTIX (PRINCIPAL LIFETIME 2010 FUND INSTITUTIONAL CLASS) |
20.25%
Feb 2009 – Feb 2012 |
15.69%
Feb 2009 – Feb 2014 |
9.60%
Feb 2009 – Feb 2019 |
6.27%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart