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PLSSX: PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-4 (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/29/2023 |
| 12-Mo. Yield | 1.90% |
| Expenses | 1.40% |
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Performance Analytics (As of 11/25/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/25/2003 |
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(%) | 0.5 | 11.8 | 0.8 | 3.3 | 3.4 | 4.6 | 3.2 | 3.7 | 7.5 | 10.0 | -13.7 | 4.0 | 9.7 | 12.4 | -3.6 | 8.3 | 4.4 | -1.2 | 4.1 | 5.0 | 9.1 | 3.2 | 12.2 | 18.1 | -22.6 | -1.9 | 5.5 | 2.9 | 7.3 | 13.1 | -2.1 | 0.6 |
| Sharpe Ratio | NA | 0.96 | -0.42 | 0.12 | 0.34 | NA | NA | 0.42 | 0.25 | 0.92 | -1.55 | 0.97 | 1.15 | 3.9 | -1.19 | 3.84 | 1.16 | -0.33 | 1.36 | 1.34 | 3.08 | 0.6 | 2.19 | 2.17 | -2.0 | -0.92 | 0.54 | 0.19 | 1.16 | 2.32 | -0.56 | 20.37 |
| Draw Down(%) | NA | 2.9 | 17.5 | 18.2 | 18.2 | NA | NA | 32.6 | 2.9 | 6.1 | 17.4 | 2.7 | 12.5 | 1.0 | 6.4 | 0.8 | 2.4 | 4.9 | 2.5 | 4.7 | 2.4 | 5.5 | 3.8 | 11.3 | 28.4 | 4.1 | 2.2 | 2.4 | 5.7 | 3.4 | 7.3 | 0.0 |
| Standard Deviation(%) | NA | 5.4 | 7.4 | 7.0 | 5.5 | NA | NA | 5.7 | 5.3 | 6.2 | 9.8 | 4.1 | 8.2 | 2.8 | 4.1 | 2.0 | 3.7 | 3.7 | 3.0 | 3.7 | 3.0 | 5.3 | 5.5 | 8.3 | 11.8 | 5.4 | 4.2 | 3.7 | 5.5 | 5.3 | 5.7 | 3.1 |
| Treynor Ratio | NA | 0.05 | -0.04 | 0.01 | 0.02 | NA | NA | 0.03 | 0.01 | 0.06 | -0.14 | 0.12 | 0.15 | 0.13 | -0.05 | 0.1 | 0.05 | -0.01 | 0.05 | 0.05 | 0.12 | 0.04 | 0.13 | 0.2 | -0.25 | -0.06 | 0.03 | 0.01 | 0.08 | 0.26 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 | 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 | 0.0 | 0.0 | 0.0 | 0.04 | NA | NA |
| Beta | NA | 1.01 | 0.86 | 0.78 | 0.79 | NA | NA | 0.84 | 1.04 | 1.02 | 1.08 | 0.32 | 0.63 | 0.82 | 0.92 | 0.8 | 0.83 | 0.83 | 0.81 | 0.91 | 0.73 | 0.86 | 0.96 | 0.9 | 0.94 | 0.82 | 0.76 | 0.81 | 0.84 | 0.47 | NA | NA |
| RSquared | NA | 0.88 | 0.75 | 0.69 | 0.73 | NA | NA | 0.68 | 0.92 | 0.89 | 0.94 | 0.31 | 0.55 | 0.88 | 0.92 | 0.79 | 0.92 | 0.9 | 0.73 | 0.9 | 0.81 | 0.93 | 0.84 | 0.82 | 0.83 | 0.52 | 0.52 | 0.57 | 0.41 | 0.02 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.9 | 4.0 | 4.2 | 3.7 | 4.0 | 3.1 | N/A | 0.0 | 2.0 | 3.7 | 7.2 | 3.6 | 5.4 | 6.5 | 4.5 | 2.2 | 1.6 | 1.8 | 1.9 | 2.4 | 2.6 | 4.4 | 4.0 | 5.1 | 5.5 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 | 1.4 |
| Dividend Growth(%) | N/A | -54.8 | -15.2 | 28.8 | 63.0 | N/A | N/A | N/A | -100.0 | -54.8 | -50.2 | 108.0 | -27.0 | -26.2 | 49.9 | 109.8 | 29.4 | -5.3 | -4.1 | -12.9 | -10.4 | -35.8 | 25.9 | -42.9 | -11.5 | N/A | N/A | N/A | N/A | -100.0 | -29.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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