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PTCPX: PRINCIPAL LIFETIME 2030 FUND R-5 (MUTUAL FUND)
Basic Info 14.8 0.27(1.79%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 9.42% |
| Expenses | 1.45% |
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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(%) | -1.5 | 3.7 | 12.6 | 11.3 | 1.9 | 6.0 | 6.1 | 5.4 | 6.2 | 13.0 | 8.7 | 14.8 | -23.1 | 5.8 | 9.4 | 22.1 | -7.7 | 18.2 | 5.5 | -1.2 | 5.7 | 19.0 | 15.3 | -2.4 | 15.4 | 28.6 | -36.5 | 3.2 | 14.9 | 10.0 | 12.5 | 22.9 | -10.3 | 0.7 |
| Sharpe Ratio | NA | 1.16 | 1.63 | 1.02 | -0.02 | 0.38 | NA | NA | 0.34 | 1.03 | 0.67 | 1.28 | -1.44 | 0.51 | 0.43 | 2.6 | -0.83 | 3.55 | 0.52 | -0.12 | 0.66 | 2.11 | 1.5 | -0.13 | 0.99 | 1.26 | -1.16 | 0.0 | 1.35 | 0.95 | 1.42 | 2.29 | -0.91 | 10.86 |
| Draw Down(%) | NA | 5.9 | 5.9 | 9.6 | 28.9 | 28.9 | NA | NA | 52.4 | 9.6 | 4.0 | 8.7 | 23.7 | 9.4 | 25.9 | 4.0 | 15.5 | 1.4 | 8.9 | 10.0 | 6.6 | 7.0 | 8.8 | 18.7 | 12.3 | 22.9 | 46.6 | 9.2 | 7.6 | 5.1 | 7.5 | 8.2 | 18.5 | 0.2 |
| Standard Deviation(%) | NA | 9.3 | 7.6 | 8.9 | 11.4 | 11.8 | NA | NA | 13.8 | 9.9 | 7.7 | 8.8 | 17.2 | 11.3 | 20.9 | 7.9 | 11.0 | 5.0 | 10.2 | 10.6 | 8.6 | 9.0 | 10.2 | 19.5 | 15.4 | 22.6 | 32.3 | 13.9 | 8.6 | 8.1 | 8.1 | 9.7 | 12.5 | 7.1 |
| Treynor Ratio | NA | 0.12 | 0.13 | 0.09 | 0.0 | 0.05 | NA | NA | 0.05 | 0.1 | 0.05 | 0.11 | -0.25 | 0.05 | 0.13 | 0.2 | -0.09 | 0.17 | 0.06 | -0.01 | 0.06 | 0.19 | 0.16 | -0.02 | 0.15 | 0.31 | -0.4 | 0.0 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -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 | 0.93 | 0.98 | 0.97 | 1.02 | 1.0 | 1.08 | 0.73 | 1.05 | 1.06 | 1.06 | 0.95 | 0.98 | 0.93 | 1.01 | 0.95 | 1.0 | 1.0 | 0.92 | 0.93 | 0.93 | 0.84 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.84 | 0.75 | NA | NA | 0.81 | 0.98 | 0.97 | 0.97 | 0.8 | 0.64 | 0.56 | 0.99 | 0.98 | 0.95 | 0.92 | 0.98 | 0.78 | 0.98 | 0.95 | 0.98 | 0.99 | 0.9 | 0.98 | 0.88 | 0.48 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 9.4 | 7.0 | 3.9 | 5.1 | 5.4 | 4.7 | N/A | 9.8 | 6.1 | 4.4 | 1.3 | 2.4 | 1.6 | 7.2 | 6.7 | 6.2 | 3.8 | 8.3 | 6.5 | 3.5 | 2.3 | 2.0 | 2.0 | 2.8 | 4.2 | 5.3 | 3.6 | 2.4 | 2.8 | 1.5 | 0.8 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | 64.7 | 230.6 | -4.7 | 29.2 | N/A | N/A | N/A | 64.7 | 51.8 | 150.7 | -41.4 | 55.5 | -73.8 | -9.7 | 21.1 | 70.1 | -59.0 | 26.4 | 113.0 | 76.0 | 8.2 | 10.5 | -9.1 | -59.6 | -20.7 | 63.4 | 58.8 | -5.8 | 126.2 | 66.7 | -33.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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