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PLSIX: PRINCIPAL LIFETIME STRATEGIC INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 11.9 0.15(1.24%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.87% |
| Expenses | 1.40% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/31/2003 |
2025 | 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(%) | -1.1 | 2.7 | 9.6 | 8.7 | 3.5 | 5.0 | 4.7 | 4.3 | 4.6 | 10.5 | 6.7 | 10.9 | -13.1 | 4.4 | 10.2 | 12.8 | -3.1 | 8.7 | 4.8 | -0.9 | 4.6 | 5.4 | 9.5 | 3.6 | 11.2 | 18.5 | -22.3 | -1.9 | 9.8 | 6.1 | 11.1 | 15.3 | -1.7 | 0.6 |
| Sharpe Ratio | NA | 1.07 | 1.64 | 1.02 | 0.19 | 0.59 | NA | NA | 0.61 | 1.2 | 0.57 | 1.19 | -1.49 | 1.06 | 1.2 | 4.01 | -1.09 | 3.97 | 1.26 | -0.24 | 1.52 | 1.41 | 3.22 | 0.66 | 2.06 | 2.2 | -1.97 | -0.91 | 1.17 | 0.82 | 2.04 | 2.77 | -0.5 | 15.33 |
| Draw Down(%) | NA | 4.3 | 4.3 | 5.9 | 17.9 | 17.9 | NA | NA | 32.0 | 5.9 | 2.9 | 5.9 | 17.3 | 2.7 | 12.4 | 1.0 | 6.1 | 0.8 | 2.4 | 4.7 | 2.4 | 4.6 | 2.3 | 5.4 | 3.8 | 11.3 | 28.2 | 4.2 | 2.3 | 2.4 | 5.6 | 3.3 | 7.2 | 0.0 |
| Standard Deviation(%) | NA | 6.6 | 5.3 | 6.0 | 6.8 | 5.8 | NA | NA | 5.8 | 6.4 | 5.3 | 6.1 | 9.8 | 4.1 | 8.2 | 2.8 | 4.2 | 2.0 | 3.6 | 3.7 | 3.0 | 3.8 | 2.9 | 5.3 | 5.4 | 8.4 | 11.8 | 5.6 | 5.5 | 4.6 | 4.9 | 5.3 | 5.8 | 4.0 |
| Treynor Ratio | NA | 0.07 | 0.08 | 0.06 | 0.01 | 0.04 | NA | NA | 0.04 | 0.07 | 0.03 | 0.07 | -0.13 | 0.05 | 0.15 | 0.14 | -0.05 | 0.1 | 0.06 | -0.01 | 0.06 | 0.06 | 0.13 | 0.04 | 0.11 | 0.2 | -0.25 | -0.06 | 0.09 | 0.05 | 0.12 | 0.25 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | -0.06 | -0.04 | 0.02 | 0.01 | 0.01 | 0.05 | NA | NA |
| Beta | NA | 1.06 | 1.06 | 1.09 | 1.08 | 0.93 | NA | NA | 0.9 | 1.17 | 1.06 | 1.03 | 1.09 | 0.92 | 0.65 | 0.83 | 0.94 | 0.8 | 0.82 | 0.83 | 0.81 | 0.93 | 0.73 | 0.86 | 0.97 | 0.91 | 0.94 | 0.83 | 0.71 | 0.81 | 0.84 | 0.58 | NA | NA |
| RSquared | NA | 0.97 | 0.95 | 0.94 | 0.94 | 0.83 | NA | NA | 0.72 | 0.95 | 0.94 | 0.93 | 0.95 | 0.84 | 0.57 | 0.9 | 0.93 | 0.77 | 0.92 | 0.9 | 0.73 | 0.9 | 0.82 | 0.93 | 0.91 | 0.82 | 0.83 | 0.49 | 0.25 | 0.36 | 0.49 | 0.03 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 5.8 | 4.7 | 4.6 | 4.8 | 4.4 | 4.1 | N/A | 6.1 | 4.8 | 2.8 | 4.4 | 7.5 | 4.0 | 5.8 | 6.9 | 4.9 | 2.6 | 2.0 | 2.2 | 2.3 | 2.8 | 3.0 | 3.4 | 4.4 | 5.3 | 5.8 | 4.3 | 2.9 | 3.4 | 2.1 | 1.4 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | 27.8 | -24.5 | 3.2 | 46.8 | N/A | N/A | N/A | 27.8 | 86.2 | -46.9 | -44.0 | 97.9 | -26.1 | -23.9 | 44.8 | 97.3 | 21.6 | -4.7 | -1.9 | -12.1 | -6.0 | -6.8 | -9.3 | -40.9 | -12.7 | 41.8 | 51.9 | -8.9 | 84.1 | 48.9 | -24.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2003
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