Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWASX (PRINCIPAL LIFETIME 2020 FUND R-1) | NA | 10.07% | -4.17% | 0.46% | 2.52% | 4.72% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWASX (PRINCIPAL LIFETIME 2020 FUND R-1) | 12/23/2004 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 10.07 | -4.17 | 0.46 | 2.52 | 4.72 | NA | … | … | 8.10 | 8.35 | -21.02 | 1.25 | 7.52 | 17.43 | -6.56 | 14.00 | 4.86 | -2.00 | 3.85 | 15.86 | 13.69 | -2.01 | 13.86 | 26.39 | -34.32 | 1.96 | 15.83 | 5.79 | 0.34 |
| Sharpe Ratio | NA | 0.55 | -0.80 | -0.18 | 0.10 | NA | NA | … | … | 0.34 | 0.56 | -1.65 | 0.12 | 0.47 | 2.80 | -0.94 | 3.52 | 0.56 | -0.24 | 0.54 | 2.05 | 1.57 | -0.12 | 1.03 | 1.32 | -1.22 | -0.08 | 1.67 | 0.52 | NA |
| Standard Deviation(%) | NA | 6.57 | 10.54 | 11.09 | 9.39 | NA | NA | … | … | 5.98 | 7.45 | 13.63 | 9.84 | 15.56 | 5.72 | 8.41 | 3.82 | 8.24 | 8.63 | 7.14 | 7.72 | 8.74 | 17.01 | 13.42 | 19.85 | 28.91 | 12.27 | 7.54 | 6.93 | NA |
| Draw Down(%) | NA | 3.51 | 25.79 | 26.83 | 26.83 | NA | NA | … | … | 3.23 | 6.94 | 21.13 | 9.19 | 20.35 | 2.83 | 12.58 | 1.20 | 7.20 | 8.87 | 5.62 | 6.62 | 7.36 | 16.67 | 10.84 | 21.24 | 43.97 | 8.24 | 6.24 | 4.49 | NA |
| Yield(%) | 0.00 | 1.58 | 1.25 | 2.46 | 3.58 | 4.07 | 3.47 | … | … | 0.00 | 1.68 | 1.02 | 1.67 | 1.10 | 8.41 | 5.49 | 5.21 | 2.93 | 7.08 | 5.35 | 2.27 | 1.66 | 1.42 | 1.56 | 2.58 | 4.16 | 4.53 | 2.99 | 1.76 | 1.91 |
Data as of 11/25/2024, Common starting date is 12/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWASX (PRINCIPAL LIFETIME 2020 FUND R-1) |
-13.51%
Feb 2006 – Feb 2009 |
-1.19%
May 2007 – May 2012 |
1.80%
Oct 2013 – Oct 2023 |
2.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWASX (PRINCIPAL LIFETIME 2020 FUND R-1) |
20.96%
Feb 2009 – Feb 2012 |
16.83%
Feb 2009 – Feb 2014 |
10.12%
Feb 2009 – Feb 2019 |
6.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart