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PLSJX: PRINCIPAL LIFETIME STRATEGIC INCOME FUND CLASS J (MUTUAL FUND)
Basic Info 11.8 0.15(1.26%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.70% |
| Expenses | 1.40% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/31/2005 |
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 | 2.5 | 9.4 | 8.5 | 1.8 | 3.8 | 3.8 | 3.3 | 3.3 | 8.3 | 1.8 | 10.7 | -15.4 | -0.5 | 8.0 | 12.6 | -3.4 | 8.6 | 4.6 | -1.2 | 4.2 | 5.1 | 9.1 | 3.2 | 10.6 | 17.9 | -22.7 | -1.8 | 5.5 | 2.5 | 9.1 | 14.0 | -2.7 | 0.5 |
| Sharpe Ratio | NA | 0.52 | 1.23 | 0.87 | -0.1 | 0.35 | NA | NA | 0.41 | 0.85 | -0.74 | 1.05 | -1.68 | -0.08 | 0.91 | 3.99 | -1.12 | 3.89 | 1.21 | -0.32 | 1.39 | 1.36 | 3.12 | 0.6 | 1.98 | 2.12 | -2.01 | -0.92 | 0.56 | 0.1 | 1.61 | 2.56 | -0.66 | 15.33 |
| Draw Down(%) | NA | 4.3 | 4.3 | 6.0 | 21.9 | 21.9 | NA | NA | 32.6 | 5.9 | 6.8 | 6.0 | 17.4 | 7.0 | 12.5 | 1.0 | 6.3 | 0.8 | 2.3 | 4.9 | 2.4 | 4.7 | 2.4 | 5.4 | 3.9 | 11.3 | 28.5 | 4.0 | 2.3 | 2.4 | 5.9 | 3.5 | 7.6 | 0.0 |
| Standard Deviation(%) | NA | 6.7 | 5.5 | 6.1 | 7.3 | 6.2 | NA | NA | 5.9 | 6.6 | 6.4 | 6.2 | 10.0 | 6.6 | 8.5 | 2.8 | 4.2 | 2.0 | 3.6 | 3.7 | 3.0 | 3.7 | 2.9 | 5.2 | 5.3 | 8.4 | 11.7 | 5.3 | 4.1 | 3.7 | 5.1 | 5.2 | 5.8 | 3.7 |
| Treynor Ratio | NA | 0.03 | 0.06 | 0.05 | -0.01 | 0.02 | NA | NA | 0.03 | 0.06 | -0.07 | 0.06 | -0.15 | -0.02 | 0.12 | 0.14 | -0.05 | 0.1 | 0.05 | -0.01 | 0.05 | 0.06 | 0.13 | 0.04 | 0.11 | 0.2 | -0.25 | -0.06 | 0.03 | 0.0 | 0.09 | 0.21 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 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 | -0.03 | 0.0 | 0.0 | 0.01 | 0.05 | NA | NA |
| Beta | NA | 1.05 | 1.06 | 1.09 | 1.09 | 0.93 | NA | NA | 0.91 | 0.88 | 0.69 | 1.01 | 1.09 | 0.35 | 0.63 | 0.82 | 0.94 | 0.81 | 0.82 | 0.83 | 0.81 | 0.91 | 0.73 | 0.84 | 0.96 | 0.91 | 0.94 | 0.82 | 0.77 | 0.82 | 0.88 | 0.64 | NA | NA |
| RSquared | NA | 0.97 | 0.96 | 0.94 | 0.84 | 0.76 | NA | NA | 0.71 | 0.64 | 0.44 | 0.9 | 0.9 | 0.15 | 0.53 | 0.88 | 0.93 | 0.79 | 0.93 | 0.9 | 0.74 | 0.9 | 0.82 | 0.93 | 0.92 | 0.83 | 0.83 | 0.53 | 0.55 | 0.58 | 0.51 | 0.04 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 5.7 | 4.5 | 3.1 | 3.8 | 3.5 | 3.2 | N/A | 5.9 | 4.7 | 2.7 | 2.2 | 2.6 | 2.0 | 5.6 | 6.7 | 4.7 | 2.4 | 1.7 | 1.9 | 2.0 | 2.4 | 2.6 | 3.0 | 3.8 | 4.8 | 5.3 | 0.0 | 0.0 | 2.1 | 0.9 | 0.3 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | 28.2 | 72.8 | -20.3 | 49.3 | N/A | N/A | N/A | 28.2 | 88.5 | 2.3 | -18.6 | 35.1 | -61.6 | -24.6 | 46.8 | 107.0 | 30.1 | -4.6 | -1.8 | -13.2 | -6.5 | -6.1 | -10.4 | -43.2 | -12.5 | N/A | N/A | -100.0 | 159.3 | 203.3 | -64.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2005
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