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PPEAX: PRINCIPAL LIFETIME 2050 FUND CLASS A (MUTUAL FUND)
Basic Info 19.28 0.54(2.72%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 11/02/2005 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 9.70% |
| Expenses | 0.92% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 5.8 | 18.1 | 15.8 | 4.6 | 8.5 | 8.0 | 6.6 | 6.7 | 17.2 | 11.1 | 21.8 | -25.1 | 11.1 | 12.1 | 26.2 | -9.1 | 21.7 | 5.2 | -1.1 | 5.8 | 23.4 | 17.0 | -4.4 | 16.0 | 29.3 | -39.3 | 4.3 | 16.4 | 3.0 |
| Sharpe Ratio | NA | 0.79 | 1.28 | 0.93 | 0.13 | 0.43 | NA | NA | 0.31 | 0.91 | 0.65 | 1.47 | -1.14 | 0.82 | 0.42 | 2.34 | -0.75 | 3.38 | 0.38 | -0.08 | 0.56 | 2.19 | 1.36 | -0.19 | 0.88 | 1.13 | -1.09 | 0.08 | 1.31 | 2.47 |
| Draw Down(%) | NA | 8.6 | 8.6 | 15.6 | 30.6 | 32.7 | NA | NA | 55.9 | 15.6 | 7.1 | 10.9 | 26.4 | 9.8 | 32.7 | 5.6 | 18.7 | 1.9 | 11.4 | 11.8 | 8.0 | 7.6 | 10.9 | 21.7 | 14.4 | 25.0 | 50.0 | 10.2 | 9.7 | 1.3 |
| Standard Deviation(%) | NA | 14.6 | 12.0 | 13.5 | 16.0 | 16.0 | NA | NA | 17.7 | 15.8 | 11.5 | 12.4 | 23.5 | 13.5 | 27.8 | 10.6 | 14.0 | 6.2 | 13.0 | 13.3 | 10.4 | 10.7 | 12.6 | 23.1 | 18.1 | 25.8 | 37.0 | 15.5 | 10.0 | 7.0 |
| Treynor Ratio | NA | 0.11 | 0.16 | 0.15 | 0.02 | 0.09 | NA | NA | 0.07 | 0.18 | 0.09 | 0.2 | -0.3 | 0.12 | 0.21 | 0.3 | -0.13 | 0.24 | 0.05 | -0.01 | 0.07 | 0.25 | 0.18 | -0.05 | 0.16 | 0.33 | -0.45 | 0.01 | 0.14 | 0.2 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.03 | -0.01 | NA | NA | -0.01 | 0.01 | -0.03 | -0.01 | -0.04 | -0.05 | 0.01 | 0.0 | -0.02 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | -0.03 | 0.0 | 0.02 | -0.04 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 1.01 | 0.94 | 0.86 | 0.88 | 0.76 | NA | NA | 0.84 | 0.82 | 0.84 | 0.9 | 0.9 | 0.92 | 0.56 | 0.83 | 0.8 | 0.87 | 0.96 | 0.83 | 0.79 | 0.94 | 0.95 | 0.97 | 0.99 | 0.88 | 0.89 | 0.9 | 0.92 | 0.86 |
| RSquared | NA | 0.93 | 0.91 | 0.91 | 0.87 | 0.74 | NA | NA | 0.85 | 0.94 | 0.86 | 0.9 | 0.86 | 0.81 | 0.49 | 0.97 | 0.96 | 0.87 | 0.95 | 0.94 | 0.75 | 0.95 | 0.93 | 0.96 | 0.97 | 0.86 | 0.97 | 0.87 | 0.86 | 0.82 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.2 | 6.6 | 4.7 | 0.7 | 2.9 | 1.4 | 8.0 | 6.8 | 5.5 | 4.5 | 5.3 | 6.7 | 5.1 | 2.0 | 1.5 | 1.7 | 2.1 | 3.7 | 5.4 | 3.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 65.1 | 62.6 | 421.8 | -74.9 | 122.5 | -79.1 | -1.8 | 44.6 | 23.9 | -21.1 | -20.8 | 52.2 | 190.8 | 24.6 | 2.3 | 5.6 | -67.9 | -31.3 | 96.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2005
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