Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/25/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLTRX (PRINCIPAL LIFETIME 2060 FUND R-1) | NA | 18.69% | 0.08% | 5.80% | 6.17% | NA | NA | 7.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTRX (PRINCIPAL LIFETIME 2060 FUND R-1) | 03/05/2013 | 11/25/2024 |
The return data shown below all have the same latest date: 11/25/2024.
AR inception is since 03/05/2013.
AR inception is since 03/05/2013.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | 18.69 | 0.08 | 5.80 | 6.17 | NA | NA | 7.74 | 15.67 | 15.58 | -25.38 | 14.21 | 13.22 | 26.39 | -9.90 | 21.65 | 4.69 | -1.62 | 3.91 | 18.78 |
| Sharpe Ratio | NA | 1.01 | -0.28 | 0.18 | 0.29 | NA | NA | 0.38 | 0.93 | 0.89 | -1.15 | 1.09 | 0.45 | 2.25 | -0.77 | 3.31 | 0.34 | -0.12 | 0.37 | 2.00 |
| Standard Deviation(%) | NA | 11.72 | 17.00 | 19.16 | 16.07 | NA | NA | 15.42 | 11.24 | 12.88 | 23.27 | 13.02 | 28.95 | 11.09 | 14.53 | 6.39 | 13.32 | 13.58 | 10.60 | 11.51 |
| Draw Down(%) | NA | 7.09 | 27.90 | 33.99 | 33.99 | NA | NA | 33.99 | 7.09 | 10.99 | 26.66 | 7.59 | 33.99 | 5.82 | 19.82 | 1.96 | 11.68 | 12.29 | 8.22 | 8.08 |
| Yield(%) | 0.00 | 0.23 | 0.78 | 1.77 | 2.50 | 2.19 | 1.64 | 2.99 | 0.00 | 0.26 | 0.06 | 2.39 | 1.04 | 6.04 | 4.21 | 2.35 | 3.01 | 2.64 | 2.44 | 2.17 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTRX (PRINCIPAL LIFETIME 2060 FUND R-1) |
-2.55%
Apr 2021 - Apr 2024 |
1.65%
Mar 2015 - Mar 2020 |
4.56%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTRX (PRINCIPAL LIFETIME 2060 FUND R-1) |
17.79%
Dec 2018 - Dec 2021 |
13.37%
Oct 2016 - Oct 2021 |
6.45%
Jun 2013 - Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart