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PTBPX: PRINCIPAL LIFETIME 2020 FUND R-5 (MUTUAL FUND)
Basic Info 12.38 0.17(1.35%) June 05
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 9.67% |
| Expenses | 0.91% |
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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 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 | 2.8 | 10.3 | 9.3 | 1.1 | 4.7 | 5.1 | 4.6 | 5.4 | 11.0 | 7.2 | 11.9 | -20.2 | 1.9 | 8.2 | 18.1 | -5.9 | 14.6 | 5.6 | -1.4 | 5.2 | 15.7 | 14.4 | -1.3 | 14.5 | 27.1 | -33.9 | 1.9 | 14.2 | 9.2 | 12.0 | 21.2 | -7.2 | 0.6 |
| Sharpe Ratio | NA | 1.07 | 1.6 | 0.99 | -0.13 | 0.35 | NA | NA | 0.34 | 1.1 | 0.6 | 1.19 | -1.59 | 0.19 | 0.51 | 2.86 | -0.88 | 3.68 | 0.66 | -0.16 | 0.74 | 2.04 | 1.66 | -0.08 | 1.07 | 1.36 | -1.22 | -0.1 | 1.41 | 0.96 | 1.53 | 2.47 | -0.83 | 11.45 |
| Draw Down(%) | NA | 4.8 | 4.8 | 7.1 | 26.3 | 26.3 | NA | NA | 49.3 | 7.0 | 3.2 | 6.9 | 20.6 | 9.1 | 20.4 | 2.8 | 12.1 | 1.1 | 7.1 | 8.7 | 5.5 | 6.5 | 7.3 | 16.5 | 10.8 | 21.1 | 43.7 | 8.2 | 6.2 | 4.5 | 7.4 | 6.4 | 14.6 | 0.2 |
| Standard Deviation(%) | NA | 7.3 | 5.9 | 6.9 | 9.2 | 9.2 | NA | NA | 11.6 | 7.4 | 6.0 | 7.0 | 13.6 | 9.8 | 15.7 | 5.8 | 8.4 | 3.8 | 8.1 | 8.6 | 7.1 | 7.7 | 8.7 | 17.0 | 13.5 | 19.8 | 28.5 | 12.3 | 7.7 | 7.3 | 7.2 | 8.3 | 10.1 | 5.9 |
| Treynor Ratio | NA | 0.07 | 0.09 | 0.06 | -0.01 | 0.17 | NA | NA | 0.09 | 0.07 | 0.03 | 0.08 | -0.21 | 0.02 | 0.11 | 6.91 | -0.42 | 0.14 | 0.06 | -0.01 | 0.05 | 0.15 | 0.14 | -0.01 | 0.13 | 0.28 | -0.35 | -0.01 | 0.13 | 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 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.04 | -0.02 | 0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 1.08 | 1.09 | 1.11 | 1.08 | 0.18 | NA | NA | 0.47 | 1.19 | 1.06 | 1.05 | 1.04 | 1.14 | 0.72 | 0.02 | 0.18 | 1.0 | 0.96 | 1.02 | 0.97 | 1.06 | 1.02 | 1.11 | 1.09 | 0.97 | 1.0 | 1.01 | 0.85 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.77 | 0.15 | NA | NA | 0.38 | 0.97 | 0.96 | 0.96 | 0.75 | 0.51 | 0.54 | 0.05 | 0.21 | 0.9 | 0.91 | 0.98 | 0.77 | 0.98 | 0.93 | 0.98 | 0.99 | 0.88 | 0.98 | 0.86 | 0.34 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 9.6 | 7.5 | 4.3 | 5.1 | 5.3 | 4.7 | N/A | 10.0 | 7.3 | 5.2 | 1.9 | 2.4 | 1.8 | 9.2 | 6.2 | 5.9 | 3.6 | 7.7 | 6.0 | 3.1 | 2.4 | 2.0 | 2.2 | 3.2 | 4.6 | 5.2 | 3.7 | 2.4 | 3.0 | 1.8 | 1.1 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 36.1 | 211.0 | -7.2 | 32.1 | N/A | N/A | N/A | 36.1 | 50.1 | 119.2 | -21.8 | 38.4 | -78.6 | 29.7 | 13.4 | 72.7 | -58.5 | 28.4 | 116.4 | 46.6 | 11.3 | 2.6 | -12.4 | -56.7 | -12.8 | 52.9 | 60.6 | -11.1 | 97.0 | 49.1 | -1.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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