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PLTJX: PRINCIPAL LIFETIME 2030 FUND CLASS J (MUTUAL FUND)
Basic Info 14.75 0.27(1.80%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 9.54% |
| Expenses | 1.14% |
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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 10/28/2002 |
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(%) | -1.5 | 3.7 | 12.7 | 11.5 | 2.0 | 6.1 | 6.2 | 5.3 | 6.4 | 13.1 | 8.9 | 14.9 | -23.1 | 5.9 | 9.5 | 22.2 | -7.5 | 18.2 | 5.6 | -1.2 | 5.6 | 18.9 | 15.2 | -2.5 | 15.2 | 28.3 | -36.7 | 3.2 | 14.7 | 9.1 | 11.9 | 22.1 | -11.0 | 0.7 |
| Sharpe Ratio | NA | 0.67 | 1.28 | 0.92 | -0.05 | 0.37 | NA | NA | 0.32 | 1.04 | 0.69 | 1.3 | -1.43 | 0.51 | 0.44 | 2.64 | -0.82 | 3.59 | 0.52 | -0.12 | 0.65 | 2.11 | 1.49 | -0.13 | 0.98 | 1.25 | -1.14 | 0.0 | 1.33 | 0.84 | 1.35 | 2.2 | -0.97 | 11.14 |
| Draw Down(%) | NA | 5.8 | 5.8 | 9.7 | 28.8 | 28.8 | NA | NA | 52.6 | 9.7 | 4.1 | 8.6 | 23.7 | 9.4 | 25.9 | 4.0 | 15.4 | 1.4 | 8.9 | 10.1 | 6.6 | 7.0 | 8.8 | 18.8 | 12.5 | 22.9 | 46.7 | 9.2 | 7.6 | 5.1 | 7.5 | 8.3 | 18.8 | 0.2 |
| Standard Deviation(%) | NA | 9.6 | 7.9 | 8.9 | 11.5 | 11.8 | NA | NA | 13.9 | 9.9 | 7.7 | 8.8 | 17.2 | 11.4 | 20.9 | 7.9 | 11.0 | 4.9 | 10.4 | 10.6 | 8.6 | 8.9 | 10.2 | 19.4 | 15.5 | 22.6 | 32.9 | 13.9 | 8.5 | 8.1 | 8.1 | 9.8 | 12.6 | 7.3 |
| Treynor Ratio | NA | 0.07 | 0.11 | 0.08 | -0.01 | 0.05 | NA | NA | 0.05 | 0.1 | 0.05 | 0.11 | -0.25 | 0.05 | 0.13 | 0.2 | -0.09 | 0.17 | 0.05 | -0.01 | 0.06 | 0.19 | 0.16 | -0.03 | 0.15 | 0.31 | -0.4 | 0.0 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.03 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.03 | -0.02 | 0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 0.93 | 0.93 | 0.98 | 1.01 | 0.91 | NA | NA | 0.94 | 0.99 | 0.97 | 1.01 | 1.0 | 1.09 | 0.73 | 1.04 | 1.05 | 1.05 | 1.0 | 0.99 | 0.93 | 1.01 | 0.95 | 1.0 | 1.0 | 0.92 | 0.94 | 0.94 | 0.85 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.84 | 0.76 | NA | NA | 0.81 | 0.98 | 0.97 | 0.97 | 0.8 | 0.65 | 0.56 | 0.99 | 0.98 | 0.95 | 0.99 | 0.98 | 0.77 | 0.98 | 0.95 | 0.98 | 0.99 | 0.9 | 0.98 | 0.89 | 0.51 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 9.5 | 7.1 | 4.0 | 5.2 | 5.5 | 4.7 | N/A | 9.9 | 6.2 | 4.5 | 1.4 | 2.5 | 1.7 | 7.3 | 6.8 | 6.4 | 3.9 | 8.3 | 6.5 | 3.4 | 2.2 | 1.9 | 2.0 | 2.6 | 4.0 | 5.0 | 3.2 | 2.0 | 2.7 | 0.7 | 0.0 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | 64.6 | 219.1 | -4.9 | 36.5 | N/A | N/A | N/A | 64.6 | 49.5 | 145.8 | -41.1 | 51.6 | -72.5 | -9.3 | 20.1 | 69.1 | -58.0 | 27.4 | 115.3 | 80.0 | 9.1 | 8.9 | -2.9 | -61.6 | -20.4 | 73.3 | 73.1 | -21.5 | 337.9 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/2002
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