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PTBMX: PRINCIPAL LIFETIME 2020 FUND R-3 (MUTUAL FUND)
Basic Info 12.29 0.18(1.44%) June 05
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 9.40% |
| Expenses | 0.79% |
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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(%) | -1.2 | 2.7 | 9.9 | 9.0 | 0.7 | 4.3 | 4.7 | 4.3 | 5.1 | 10.6 | 6.9 | 11.6 | -20.5 | 1.5 | 7.8 | 17.8 | -6.2 | 14.4 | 5.2 | -1.7 | 5.0 | 15.3 | 14.0 | -1.6 | 14.1 | 26.7 | -34.1 | 2.0 | 13.9 | 8.6 | 11.7 | 20.8 | -7.5 | 0.7 |
| Sharpe Ratio | NA | 0.51 | 1.18 | 0.82 | -0.2 | 0.29 | NA | NA | 0.31 | 1.05 | 0.54 | 1.16 | -1.61 | 0.15 | 0.48 | 2.83 | -0.91 | 3.63 | 0.61 | -0.2 | 0.7 | 1.98 | 1.61 | -0.1 | 1.04 | 1.34 | -1.21 | -0.1 | 1.38 | 0.87 | 1.46 | 2.44 | -0.85 | 14.22 |
| Draw Down(%) | NA | 4.7 | 4.7 | 7.1 | 26.6 | 26.6 | NA | NA | 49.5 | 7.0 | 3.3 | 6.9 | 20.9 | 9.2 | 20.4 | 2.8 | 12.3 | 1.1 | 7.1 | 8.8 | 5.6 | 6.6 | 7.3 | 16.6 | 10.9 | 21.1 | 43.8 | 8.2 | 6.2 | 4.5 | 7.5 | 6.5 | 14.7 | 0.1 |
| Standard Deviation(%) | NA | 7.5 | 6.2 | 6.9 | 9.2 | 9.2 | NA | NA | 11.7 | 7.4 | 6.1 | 6.9 | 13.7 | 9.9 | 15.6 | 5.8 | 8.4 | 3.8 | 8.2 | 8.6 | 7.1 | 7.7 | 8.7 | 17.0 | 13.5 | 19.8 | 28.9 | 12.3 | 7.6 | 7.2 | 7.3 | 8.3 | 10.1 | 5.7 |
| Treynor Ratio | NA | 0.04 | 0.07 | 0.05 | -0.02 | 0.14 | NA | NA | 0.08 | 0.07 | 0.03 | 0.08 | -0.21 | 0.01 | 0.11 | 6.57 | -0.43 | 0.14 | 0.05 | -0.02 | 0.05 | 0.14 | 0.14 | -0.01 | 0.13 | 0.27 | -0.34 | -0.01 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | -0.03 | -0.03 | 0.0 | 0.06 | -0.03 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.04 | -0.02 | 0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 1.09 | 1.1 | 1.11 | 1.08 | 0.19 | NA | NA | 0.47 | 1.19 | 1.07 | 1.04 | 1.04 | 1.14 | 0.72 | 0.02 | 0.18 | 0.99 | 1.01 | 1.02 | 0.97 | 1.07 | 1.02 | 1.11 | 1.09 | 0.97 | 1.01 | 1.02 | 0.85 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.77 | 0.16 | NA | NA | 0.38 | 0.97 | 0.97 | 0.96 | 0.74 | 0.51 | 0.54 | 0.05 | 0.22 | 0.9 | 0.98 | 0.98 | 0.77 | 0.98 | 0.93 | 0.98 | 0.99 | 0.88 | 0.97 | 0.87 | 0.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 9.4 | 7.2 | 4.0 | 4.8 | 5.0 | 4.4 | N/A | 9.7 | 7.1 | 4.9 | 1.5 | 2.0 | 1.5 | 8.9 | 5.9 | 5.6 | 3.2 | 7.4 | 5.7 | 2.7 | 2.0 | 1.7 | 1.9 | 2.9 | 4.4 | 4.9 | 3.3 | 2.1 | 2.9 | 1.4 | 0.8 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | 37.4 | 252.2 | -7.1 | 33.6 | N/A | N/A | N/A | 37.4 | 53.8 | 145.7 | -24.3 | 43.1 | -81.4 | 32.4 | 13.4 | 78.7 | -60.8 | 31.0 | 129.0 | 53.3 | 11.8 | 2.5 | -17.2 | -59.4 | -11.2 | 58.8 | 68.8 | -22.8 | 146.2 | 58.5 | 1.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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