Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PVASX (PRINCIPAL LIFETIME 2010 FUND R-1) | NA | 2.95% | 2.54% | 2.89% | 3.45% | 3.40% | NA | 3.64% |
Data as of 05/25/2023, AR inception is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVASX (PRINCIPAL LIFETIME 2010 FUND R-1) | 12/23/2004 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.95 | 2.54 | 2.89 | 3.45 | 3.40 | NA | 3.64 | 3.94 | -12.91 | -1.66 | 8.58 | 13.35 | -4.70 | 10.32 | 4.32 | -1.86 | 2.95 | 11.11 | 10.96 | 0.28 | 13.35 | 23.82 | -30.90 | 0.35 | 13.64 | 3.89 | 0.40 |
| Sharpe Ratio | NA | -0.02 | 0.23 | 0.23 | 0.43 | NA | NA | 0.28 | 0.95 | -1.38 | -0.23 | 0.81 | 3.21 | -1.06 | 3.55 | 0.73 | -0.32 | 0.58 | 1.95 | 1.94 | 0.02 | 1.23 | 1.45 | -1.37 | -0.27 | 1.76 | 0.32 | NA |
| Standard Deviation(%) | NA | 9.30 | 7.36 | 7.41 | 6.43 | NA | NA | 9.51 | 5.67 | 10.43 | 7.29 | 10.30 | 3.72 | 5.67 | 2.74 | 5.65 | 5.93 | 5.09 | 5.67 | 5.66 | 11.01 | 10.79 | 16.34 | 23.19 | 9.87 | 5.90 | 5.42 | NA |
| Draw Down(%) | NA | 9.77 | 18.54 | 18.54 | 18.54 | NA | NA | 44.95 | 3.72 | 17.87 | 7.06 | 15.00 | 1.59 | 8.85 | 0.91 | 4.83 | 7.06 | 3.94 | 5.47 | 4.76 | 11.32 | 8.26 | 18.20 | 39.41 | 6.66 | 4.11 | 3.52 | NA |
| Yield(%) | 0.00 | 5.87 | 6.22 | 6.02 | 4.61 | 3.89 | 3.60 | 4.00 | 1.60 | 3.94 | 6.54 | 6.26 | 6.58 | 6.73 | 4.34 | 3.23 | 3.87 | 1.30 | 1.18 | 1.67 | 1.62 | 2.22 | 2.96 | 4.49 | 4.59 | 3.03 | 1.62 | 1.97 |
Data as of 05/25/2023, AR inception is 12/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVASX (PRINCIPAL LIFETIME 2010 FUND R-1) |
-12.21%
Feb 2006 - Feb 2009 |
-0.49%
Dec 2006 - Dec 2011 |
2.40%
Dec 2006 - Dec 2016 |
2.25%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVASX (PRINCIPAL LIFETIME 2010 FUND R-1) |
19.22%
Feb 2009 - Feb 2012 |
14.68%
Feb 2009 - Feb 2014 |
8.64%
Feb 2009 - Feb 2019 |
4.41%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart