Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PYASX (PRINCIPAL LIFETIME 2040 FUND R-1) | NA | 16.19% | -2.00% | 3.43% | 4.76% | 6.69% | NA | 5.32% |
Data as of 11/25/2024, AR inception is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYASX (PRINCIPAL LIFETIME 2040 FUND R-1) | 12/23/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | 16.19 | -2.00 | 3.43 | 4.76 | 6.69 | NA | 5.32 | 13.35 | 13.75 | -24.49 | 7.73 | 10.21 | 23.90 | -8.72 | 19.65 | 4.52 | -1.66 | 4.57 | 21.96 | 15.71 | -4.21 | 14.83 | 28.35 | -38.70 | 3.97 | 16.91 | 6.89 | 0.37 |
| Sharpe Ratio | NA | 0.93 | -0.43 | 0.06 | 0.22 | NA | NA | 0.23 | 0.82 | 0.84 | -1.25 | 0.60 | 0.40 | 2.37 | -0.79 | 3.33 | 0.36 | -0.14 | 0.46 | 2.16 | 1.34 | -0.20 | 0.87 | 1.17 | -1.12 | 0.07 | 1.49 | 0.55 | NA |
| Standard Deviation(%) | NA | 10.14 | 15.46 | 17.02 | 14.27 | NA | NA | 16.37 | 9.60 | 11.38 | 20.76 | 12.91 | 25.14 | 9.48 | 12.82 | 5.73 | 11.87 | 12.27 | 9.93 | 10.14 | 11.75 | 21.60 | 16.87 | 24.23 | 35.27 | 14.91 | 9.22 | 8.61 | NA |
| Draw Down(%) | NA | 5.61 | 29.18 | 30.28 | 30.28 | NA | NA | 54.95 | 5.61 | 10.09 | 25.31 | 10.19 | 30.06 | 4.91 | 17.53 | 1.69 | 10.48 | 11.32 | 7.62 | 7.47 | 10.18 | 20.80 | 13.88 | 24.22 | 49.11 | 9.91 | 8.45 | 5.62 | NA |
| Yield(%) | 0.00 | 0.55 | 0.82 | 1.98 | 3.63 | 4.39 | 3.62 | 3.81 | 0.00 | 0.61 | 0.18 | 2.07 | 0.99 | 7.36 | 6.95 | 5.88 | 4.08 | 5.36 | 6.20 | 3.94 | 1.44 | 1.17 | 1.01 | 1.91 | 3.40 | 4.53 | 2.69 | 1.53 | 1.54 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PYASX (PRINCIPAL LIFETIME 2040 FUND R-1) |
-15.43%
Feb 2006 - Feb 2009 |
-2.53%
May 2007 - May 2012 |
3.16%
Dec 2006 - Dec 2016 |
2.92%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYASX (PRINCIPAL LIFETIME 2040 FUND R-1) |
22.62%
Feb 2009 - Feb 2012 |
19.07%
Feb 2009 - Feb 2014 |
11.86%
Feb 2009 - Feb 2019 |
8.97%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart