Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXASX (PRINCIPAL LIFETIME 2030 FUND R-1) | NA | 13.45% | -3.54% | 1.71% | 3.59% | 5.74% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXASX (PRINCIPAL LIFETIME 2030 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 (%) | 0.75 | 13.45 | -3.54 | 1.71 | 3.59 | 5.74 | NA | … | … | 10.24 | 11.49 | -23.96 | 5.07 | 8.66 | 21.36 | -8.24 | 17.40 | 4.93 | -1.87 | 4.26 | 19.16 | 14.52 | -3.05 | 15.16 | 27.77 | -36.86 | 3.15 | 16.62 | 6.53 | 0.30 |
| Sharpe Ratio | NA | 0.86 | -0.62 | -0.05 | 0.17 | NA | NA | … | … | 0.58 | 0.80 | -1.48 | 0.44 | 0.40 | 2.54 | -0.87 | 3.42 | 0.46 | -0.18 | 0.49 | 2.12 | 1.42 | -0.16 | 0.98 | 1.23 | -1.17 | 0.01 | 1.58 | 0.56 | NA |
| Standard Deviation(%) | NA | 7.99 | 12.85 | 14.15 | 11.99 | NA | NA | … | … | 7.58 | 9.13 | 17.18 | 11.40 | 20.89 | 7.87 | 11.06 | 4.92 | 10.31 | 10.65 | 8.66 | 9.02 | 10.24 | 19.42 | 15.41 | 22.44 | 32.21 | 13.76 | 8.47 | 7.83 | NA |
| Draw Down(%) | NA | 4.15 | 28.40 | 29.46 | 29.46 | NA | NA | … | … | 4.15 | 8.82 | 24.27 | 9.53 | 25.93 | 4.05 | 15.93 | 1.44 | 8.92 | 10.30 | 6.63 | 7.03 | 8.88 | 18.96 | 12.03 | 22.93 | 46.93 | 9.18 | 7.62 | 5.08 | NA |
| Yield(%) | 0.00 | 1.10 | 0.97 | 1.95 | 3.56 | 4.21 | 3.54 | … | … | 0.00 | 1.19 | 0.56 | 1.68 | 1.03 | 6.46 | 6.04 | 5.54 | 3.19 | 7.66 | 5.95 | 2.69 | 1.54 | 1.36 | 1.83 | 2.24 | 3.82 | 4.66 | 2.87 | 1.73 | 1.73 |
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 |
|---|---|---|---|---|
| PXASX (PRINCIPAL LIFETIME 2030 FUND R-1) |
-14.58%
Feb 2006 – Feb 2009 |
-1.75%
May 2007 – May 2012 |
2.51%
Oct 2013 – Oct 2023 |
2.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXASX (PRINCIPAL LIFETIME 2030 FUND R-1) |
22.31%
Feb 2009 – Feb 2012 |
18.28%
Feb 2009 – Feb 2014 |
11.18%
Feb 2009 – Feb 2019 |
8.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart