Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTBMX (PRINCIPAL LIFETIME 2020 FUND R-3) | 0.25% | -0.67% | -1.44% | 0.35% | 1.78% | 3.94% | 3.69% | 4.15% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBMX (PRINCIPAL LIFETIME 2020 FUND R-3) | 12/26/2001 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/26/2001.
AR inception is since 12/26/2001.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 2.94 | -0.67 | -1.44 | 0.35 | 1.78 | 3.94 | 3.69 | 4.15 | 0.25 | -0.17 | 9.22 | -20.52 | 1.55 | 7.81 | 17.75 | -6.24 | 14.35 | 5.17 | -1.67 | 4.99 | 15.31 | 13.99 | -1.61 | 14.11 | 26.73 | -34.08 | 1.98 | 13.87 | 8.59 | 11.69 | 20.84 | -7.51 | 0.71 |
| Sharpe Ratio | NA | -0.74 | -0.57 | -0.21 | 0.01 | NA | NA | 0.24 | -0.19 | -0.85 | 0.67 | -1.61 | 0.15 | 0.48 | 2.84 | -0.90 | 3.64 | 0.61 | -0.20 | 0.70 | 1.98 | 1.61 | -0.10 | 1.04 | 1.34 | -1.21 | -0.08 | 1.40 | 0.89 | 1.47 | 2.44 | -0.85 | 14.22 |
| Standard Deviation(%) | NA | 9.51 | 10.21 | 10.27 | 9.63 | NA | NA | 11.94 | 11.02 | 7.99 | 7.43 | 13.67 | 9.87 | 15.58 | 5.75 | 8.38 | 3.79 | 8.20 | 8.64 | 7.08 | 7.72 | 8.72 | 17.02 | 13.47 | 19.83 | 28.92 | 12.28 | 7.60 | 7.24 | 7.33 | 8.26 | 10.13 | 5.67 |
| Draw Down(%) | NA | 13.25 | 13.25 | 26.62 | 26.62 | NA | NA | 49.48 | 6.98 | 9.19 | 6.90 | 20.94 | 9.17 | 20.38 | 2.77 | 12.29 | 1.13 | 7.15 | 8.76 | 5.56 | 6.56 | 7.29 | 16.60 | 10.85 | 21.08 | 43.81 | 8.19 | 6.18 | 4.50 | 7.46 | 6.54 | 14.67 | 0.10 |
| Yield(%) | 0.00 | 0.00 | 1.28 | 1.57 | 3.50 | 4.12 | 3.88 | 4.21 | 0.00 | 0.00 | 2.48 | 1.55 | 2.05 | 1.50 | 8.85 | 5.85 | 5.61 | 3.25 | 7.45 | 5.68 | 2.73 | 2.03 | 1.74 | 1.89 | 2.87 | 4.37 | 4.86 | 3.34 | 2.10 | 2.94 | 1.41 | 0.82 | 0.81 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBMX (PRINCIPAL LIFETIME 2020 FUND R-3) |
-13.25%
Feb 2006 - Feb 2009 |
-4.98%
Feb 2004 - Feb 2009 |
2.02%
Mar 2015 - Mar 2025 |
2.55%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBMX (PRINCIPAL LIFETIME 2020 FUND R-3) |
21.35%
Feb 2009 - Feb 2012 |
17.18%
Feb 2009 - Feb 2014 |
10.46%
Feb 2009 - Feb 2019 |
7.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart