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 |
|---|---|---|---|---|---|---|---|---|
| PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) | NA | 14.06% | -2.86% | 2.38% | 4.20% | 6.30% | 5.05% | 5.59% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) | 12/26/2001 | 11/25/2024 |
The return data shown below all have the same latest date: 11/25/2024.
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 | 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 (%) | 0.84 | 14.06 | -2.86 | 2.38 | 4.20 | 6.30 | 5.05 | 5.59 | 10.76 | 12.01 | -23.34 | 5.93 | 9.35 | 22.00 | -7.74 | 17.95 | 5.42 | -1.29 | 5.56 | 18.82 | 15.12 | -2.56 | 15.22 | 28.43 | -36.53 | 3.20 | 14.80 | 9.61 | 12.43 | 24.93 | -10.39 | 0.67 |
| Sharpe Ratio | NA | 0.94 | -0.58 | 0.00 | 0.22 | NA | NA | 0.30 | 0.66 | 0.86 | -1.45 | 0.53 | 0.43 | 2.60 | -0.83 | 3.50 | 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 |
| Standard Deviation(%) | NA | 7.99 | 12.74 | 14.09 | 11.94 | NA | NA | 14.06 | 7.61 | 9.13 | 17.06 | 11.21 | 20.88 | 7.92 | 11.00 | 4.97 | 10.16 | 10.65 | 8.54 | 8.99 | 10.22 | 19.41 | 15.40 | 22.56 | 32.66 | 13.87 | 8.59 | 8.16 | 8.15 | 9.81 | 12.55 | 6.90 |
| Draw Down(%) | NA | 4.13 | 27.49 | 28.55 | 28.55 | NA | NA | 52.46 | 4.13 | 8.70 | 23.57 | 9.19 | 25.94 | 3.96 | 15.50 | 1.46 | 8.94 | 10.11 | 6.62 | 7.05 | 8.80 | 18.75 | 12.34 | 22.86 | 46.67 | 9.17 | 7.61 | 5.06 | 7.50 | 8.11 | 18.50 | 0.20 |
| Yield(%) | 0.00 | 1.34 | 1.23 | 2.25 | 3.86 | 4.67 | 4.05 | 4.55 | 0.00 | 1.45 | 0.78 | 2.13 | 1.42 | 6.72 | 6.37 | 5.88 | 3.59 | 7.96 | 6.23 | 3.26 | 2.03 | 1.82 | 1.87 | 2.65 | 4.01 | 5.06 | 3.36 | 2.22 | 2.70 | 1.24 | 0.68 | 1.07 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) |
-14.13%
Feb 2006 - Feb 2009 |
-5.27%
Feb 2004 - Feb 2009 |
3.11%
Oct 2013 - Oct 2023 |
3.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) |
22.72%
Feb 2009 - Feb 2012 |
18.76%
Feb 2009 - Feb 2014 |
11.69%
Feb 2009 - Feb 2019 |
8.57%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart