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PTCSX: PRINCIPAL LIFETIME 2030 FUND R-4 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/29/2023 |
| 12-Mo. Yield | 1.34% |
| Expenses | 1.45% |
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Performance Analytics (As of 11/25/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/25/2003 |
2024 | 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(%) | 0.8 | 14.1 | -3.4 | 2.4 | 4.2 | 6.3 | 5.1 | 5.8 | 10.8 | 12.0 | -23.3 | 5.9 | 9.3 | 22.0 | -7.7 | 18.0 | 5.4 | -1.3 | 5.6 | 18.8 | 15.1 | -2.6 | 15.2 | 28.4 | -36.5 | 3.2 | 14.8 | 9.6 | 12.4 | 24.9 | -10.4 | 0.7 |
| Sharpe Ratio | NA | 0.94 | -0.58 | 0.0 | 0.22 | NA | NA | 0.3 | 0.66 | 0.86 | -1.45 | 0.53 | 0.43 | 2.6 | -0.83 | 3.5 | 0.51 | -0.12 | 0.65 | 2.09 | 1.49 | -0.13 | 0.98 | 1.26 | -1.14 | 0.02 | 1.35 | 0.91 | 1.41 | 2.47 | -0.92 | 10.69 |
| Draw Down(%) | NA | 4.1 | 27.5 | 28.6 | 28.6 | NA | NA | 52.5 | 4.1 | 8.7 | 23.6 | 9.2 | 25.9 | 4.0 | 15.5 | 1.5 | 8.9 | 10.1 | 6.6 | 7.0 | 8.8 | 18.7 | 12.3 | 22.9 | 46.7 | 9.2 | 7.6 | 5.1 | 7.5 | 8.1 | 18.5 | 0.2 |
| Standard Deviation(%) | NA | 8.0 | 12.7 | 14.1 | 11.9 | NA | NA | 14.1 | 7.6 | 9.1 | 17.1 | 11.2 | 20.9 | 7.9 | 11.0 | 5.0 | 10.2 | 10.6 | 8.5 | 9.0 | 10.2 | 19.4 | 15.4 | 22.6 | 32.7 | 13.9 | 8.6 | 8.2 | 8.2 | 9.8 | 12.6 | 6.9 |
| Treynor Ratio | NA | 0.08 | -0.07 | 0.0 | 0.03 | NA | NA | 0.04 | 0.05 | 0.08 | -0.25 | 0.05 | 0.13 | 0.2 | -0.09 | 0.16 | 0.05 | -0.01 | 0.06 | 0.19 | 0.16 | -0.03 | 0.15 | 0.31 | -0.4 | 0.0 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.03 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | -0.01 | -0.03 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 | -0.01 | 0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 0.98 | 1.0 | 0.84 | 0.9 | NA | NA | 0.93 | 0.94 | 0.96 | 1.0 | 1.12 | 0.69 | 1.05 | 1.06 | 1.06 | 0.95 | 0.99 | 0.92 | 1.02 | 0.95 | 1.0 | 1.0 | 0.92 | 0.93 | 0.94 | 0.84 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.9 | 0.78 | 0.65 | 0.74 | NA | NA | 0.79 | 0.95 | 0.8 | 0.81 | 0.72 | 0.5 | 0.99 | 0.98 | 0.95 | 0.92 | 0.98 | 0.77 | 0.98 | 0.95 | 0.98 | 0.99 | 0.9 | 0.98 | 0.88 | 0.49 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.3 | 1.2 | 2.2 | 3.9 | 4.7 | 4.1 | N/A | 0.0 | 1.5 | 0.8 | 2.1 | 1.4 | 6.7 | 6.4 | 5.9 | 3.6 | 8.0 | 6.2 | 3.3 | 2.0 | 1.8 | 1.9 | 2.7 | 4.0 | 5.1 | 3.4 | 2.2 | 2.7 | 1.2 | 0.7 | 1.1 |
| Dividend Growth(%) | N/A | 41.9 | -68.0 | -59.6 | 72.5 | N/A | N/A | N/A | -100.0 | 41.9 | -61.8 | 59.6 | -75.5 | -10.0 | 21.3 | 69.9 | -59.6 | 28.1 | 115.1 | 84.3 | 6.0 | 9.6 | -10.0 | -60.4 | -20.8 | 65.6 | 62.5 | -10.6 | 165.5 | 64.2 | -36.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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