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PLSMX: PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-3 (MUTUAL FUND)
Basic Info 11.76 0.15(1.26%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.29% |
| 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 06/25/2003 |
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 | 2.4 | 8.9 | 8.1 | 1.4 | 3.4 | 3.5 | 3.2 | 3.8 | 9.8 | 6.1 | 10.2 | -15.6 | -1.0 | 7.7 | 12.2 | -3.7 | 8.2 | 4.2 | -1.5 | 4.0 | 4.8 | 8.8 | 3.0 | 10.6 | 17.8 | -22.7 | -1.9 | 9.2 | 4.8 | 10.4 | 14.6 | -2.3 | 0.6 |
| Sharpe Ratio | NA | 0.49 | 1.15 | 0.8 | -0.15 | 0.28 | NA | NA | 0.42 | 1.1 | 0.46 | 1.08 | -1.69 | -0.16 | 0.88 | 3.76 | -1.19 | 3.74 | 1.11 | -0.41 | 1.33 | 1.25 | 3.06 | 0.55 | 1.98 | 2.12 | -2.0 | -0.97 | 1.18 | 0.6 | 1.9 | 2.68 | -0.61 | 15.32 |
| Draw Down(%) | NA | 4.3 | 4.3 | 6.1 | 22.2 | 22.2 | NA | NA | 32.5 | 5.9 | 2.9 | 6.1 | 17.6 | 7.0 | 12.4 | 1.0 | 6.6 | 0.8 | 2.4 | 5.0 | 2.5 | 4.7 | 2.4 | 5.5 | 3.8 | 11.3 | 28.6 | 4.0 | 2.2 | 2.4 | 5.8 | 3.5 | 7.5 | 0.0 |
| Standard Deviation(%) | NA | 6.7 | 5.5 | 6.1 | 7.3 | 6.2 | NA | NA | 5.9 | 6.3 | 5.3 | 6.1 | 10.1 | 6.7 | 8.5 | 2.8 | 4.3 | 2.0 | 3.6 | 3.7 | 3.0 | 3.8 | 2.9 | 5.4 | 5.3 | 8.3 | 11.8 | 5.2 | 4.9 | 4.3 | 5.0 | 5.2 | 5.7 | 4.2 |
| Treynor Ratio | NA | 0.03 | 0.06 | 0.04 | -0.01 | 0.02 | NA | NA | 0.03 | 0.06 | 0.02 | 0.06 | -0.16 | -0.01 | 0.11 | 0.13 | -0.05 | 0.09 | 0.05 | -0.02 | 0.05 | 0.05 | 0.12 | 0.03 | 0.11 | 0.2 | -0.25 | -0.06 | 0.08 | 0.03 | 0.11 | 0.24 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.06 | -0.03 | 0.01 | 0.01 | 0.01 | 0.05 | NA | NA |
| Beta | NA | 1.05 | 1.06 | 1.09 | 1.09 | 0.93 | NA | NA | 0.91 | 1.17 | 1.05 | 1.02 | 1.1 | 1.02 | 0.65 | 0.84 | 0.95 | 0.79 | 0.82 | 0.82 | 0.82 | 0.93 | 0.72 | 0.86 | 0.96 | 0.9 | 0.95 | 0.82 | 0.73 | 0.8 | 0.86 | 0.59 | NA | NA |
| RSquared | NA | 0.97 | 0.96 | 0.94 | 0.84 | 0.76 | NA | NA | 0.7 | 0.95 | 0.93 | 0.93 | 0.9 | 0.42 | 0.54 | 0.9 | 0.92 | 0.78 | 0.92 | 0.9 | 0.75 | 0.89 | 0.82 | 0.93 | 0.92 | 0.83 | 0.83 | 0.55 | 0.34 | 0.42 | 0.51 | 0.03 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 5.3 | 4.2 | 2.8 | 3.4 | 3.1 | 3.1 | N/A | 5.5 | 4.3 | 2.3 | 1.8 | 2.2 | 1.6 | 5.2 | 6.4 | 4.3 | 2.0 | 1.4 | 1.6 | 1.7 | 2.2 | 2.4 | 2.9 | 3.8 | 4.8 | 5.3 | 3.7 | 2.3 | 3.3 | 1.4 | 0.8 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | 28.4 | 91.1 | -21.4 | 23.1 | N/A | N/A | N/A | 28.4 | 100.0 | 5.9 | -18.5 | 42.6 | -66.8 | -26.8 | 52.3 | 124.0 | 33.1 | -6.0 | -4.7 | -18.6 | -6.7 | -11.8 | -11.4 | -43.6 | -12.5 | 49.8 | 63.4 | -26.4 | 161.9 | 75.9 | -34.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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