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PPLIX: PRINCIPAL LIFETIME 2050 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 19.18 0.54(2.74%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 10.19% |
| Expenses | 1.04% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/31/2003 |
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(%) | -2.1 | 6.0 | 18.5 | 16.1 | 7.7 | 10.7 | 9.6 | 7.9 | 8.4 | 17.6 | 13.3 | 20.4 | -18.8 | 17.0 | 16.6 | 26.6 | -8.7 | 22.1 | 5.6 | -0.7 | 6.3 | 23.8 | 17.4 | -4.0 | 16.4 | 29.8 | -39.0 | 4.3 | 16.0 | 11.4 | 13.3 | 26.4 | -15.7 | 0.6 |
| Sharpe Ratio | NA | 1.36 | 1.68 | 1.07 | 0.37 | 0.6 | NA | NA | 0.39 | 0.93 | 0.86 | 1.37 | -0.91 | 1.42 | 0.6 | 2.38 | -0.72 | 3.48 | 0.42 | -0.06 | 0.6 | 2.23 | 1.38 | -0.18 | 0.9 | 1.15 | -1.06 | 0.07 | 1.23 | 0.95 | 1.23 | 2.04 | -0.96 | 6.37 |
| Draw Down(%) | NA | 8.6 | 8.6 | 15.6 | 26.8 | 32.7 | NA | NA | 55.7 | 15.6 | 7.0 | 10.8 | 26.2 | 5.9 | 32.7 | 5.5 | 18.4 | 1.8 | 11.3 | 11.7 | 8.0 | 7.6 | 10.9 | 21.6 | 14.3 | 25.0 | 49.8 | 10.1 | 9.6 | 6.2 | 7.6 | 11.3 | 26.1 | 0.5 |
| Standard Deviation(%) | NA | 14.0 | 11.6 | 13.3 | 15.3 | 15.5 | NA | NA | 16.9 | 15.8 | 11.2 | 12.3 | 22.2 | 12.0 | 27.3 | 10.6 | 14.0 | 6.2 | 12.8 | 13.3 | 10.5 | 10.7 | 12.7 | 23.0 | 18.1 | 25.7 | 37.5 | 15.6 | 10.2 | 9.6 | 10.0 | 12.6 | 17.5 | 10.0 |
| Treynor Ratio | NA | 0.19 | 0.21 | 0.17 | 0.07 | 0.12 | NA | NA | 0.08 | 0.18 | 0.12 | 0.19 | -0.23 | 0.19 | 0.29 | 0.3 | -0.13 | 0.25 | 0.06 | -0.01 | 0.08 | 0.25 | 0.18 | -0.04 | 0.17 | 0.34 | -0.44 | 0.01 | 0.14 | 0.11 | 0.15 | 0.36 | -0.26 | 0.97 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.02 | 0.0 | NA | NA | 0.0 | 0.01 | -0.03 | -0.01 | -0.01 | -0.03 | 0.02 | 0.0 | -0.02 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | -0.02 | 0.01 | 0.02 | -0.03 | 0.0 | 0.0 | 0.03 | 0.02 | 0.02 | -0.01 | 0.22 |
| Beta | NA | 1.0 | 0.91 | 0.85 | 0.88 | 0.75 | NA | NA | 0.82 | 0.81 | 0.84 | 0.9 | 0.9 | 0.88 | 0.56 | 0.83 | 0.8 | 0.87 | 0.91 | 0.83 | 0.8 | 0.94 | 0.96 | 0.97 | 0.99 | 0.88 | 0.9 | 0.91 | 0.92 | 0.86 | 0.82 | 0.72 | 0.66 | 0.66 |
| RSquared | NA | 0.92 | 0.87 | 0.91 | 0.93 | 0.77 | NA | NA | 0.86 | 0.93 | 0.89 | 0.92 | 0.96 | 0.93 | 0.5 | 0.97 | 0.96 | 0.87 | 0.87 | 0.95 | 0.75 | 0.95 | 0.93 | 0.96 | 0.97 | 0.87 | 0.97 | 0.86 | 0.82 | 0.84 | 0.82 | 0.95 | 0.96 | 1.0 |
| Yield(%) | N/A | 0.0 | 10.1 | 8.0 | 6.7 | 8.1 | 8.0 | 6.5 | N/A | 10.6 | 7.0 | 5.1 | 7.0 | 8.8 | 5.7 | 8.5 | 7.2 | 5.9 | 4.9 | 5.7 | 7.1 | 5.4 | 2.4 | 1.9 | 2.0 | 2.4 | 4.0 | 5.9 | 3.5 | 2.5 | 2.4 | 1.3 | 0.7 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 61.6 | -2.2 | 39.3 | 114.2 | N/A | N/A | N/A | 61.6 | 58.5 | -45.9 | -13.2 | 66.3 | -19.1 | -2.0 | 41.6 | 23.5 | -20.0 | -20.1 | 49.8 | 161.2 | 20.4 | 5.9 | 7.4 | -64.7 | -31.7 | 79.1 | 57.1 | 17.2 | 115.3 | 65.7 | -51.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2003
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