Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLTFX (Principal LifeTime Hybrid 2065 Fund Class R-3) | NA | 4.77% | 13.57% | 11.04% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 02/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTFX (Principal LifeTime Hybrid 2065 Fund Class R-3) | 02/07/2007 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.77 | 13.57 | 11.04 | NA | NA | NA | … | … | 3.47 | 5.09 | 22.42 | 16.14 | -5.09 | 15.07 | 28.32 | -39.69 | 3.08 |
| Sharpe Ratio | NA | 0.53 | 1.30 | 0.78 | NA | NA | NA | … | … | 1.13 | 0.49 | 2.08 | 1.28 | -0.24 | 0.83 | 1.09 | -1.09 | 0.03 |
| Standard Deviation(%) | NA | 9.05 | 10.43 | 14.16 | NA | NA | NA | … | … | 6.93 | 10.43 | 10.75 | 12.65 | 21.55 | 18.07 | 25.82 | 37.17 | 16.07 |
| Draw Down(%) | NA | 8.16 | 8.16 | 22.03 | NA | NA | NA | … | … | 2.57 | 8.16 | 7.73 | 11.08 | 22.03 | 14.76 | 25.16 | 50.33 | 10.23 |
| Yield(%) | 0.00 | 5.62 | 4.28 | 3.17 | 1.98 | 1.32 | 0.99 | … | … | 0.00 | 5.89 | 3.87 | 1.05 | 0.65 | 0.70 | 1.25 | 3.15 | 4.56 |
Data as of 06/16/2015, Common starting date is 02/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTFX (Principal LifeTime Hybrid 2065 Fund Class R-3) |
-10.46%
Jun 2007 – Jun 2010 |
-3.06%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTFX (Principal LifeTime Hybrid 2065 Fund Class R-3) |
22.82%
Feb 2009 – Feb 2012 |
19.42%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart