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PTEFX: PRINCIPAL LIFETIME 2050 FUND R-5 (MUTUAL FUND)
Basic Info 19.56 0.09(0.46%) June 04
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 06/26/2003 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 10.01% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 8.8 | 21.6 | 17.5 | 5.3 | 9.0 | 8.3 | 6.8 | 7.7 | 17.3 | 13.0 | 20.1 | -25.1 | 11.2 | 12.2 | 26.3 | -8.9 | 21.7 | 5.3 | -1.0 | 6.0 | 23.5 | 17.1 | -4.2 | 15.9 | 29.6 | -39.2 | 4.2 | 15.7 | 10.9 | 12.9 | 14.3 |
| Sharpe Ratio | NA | 1.32 | 1.65 | 1.05 | 0.17 | 0.46 | NA | NA | 0.38 | 0.92 | 0.83 | 1.34 | -1.14 | 0.83 | 0.43 | 2.36 | -0.73 | 3.43 | 0.4 | -0.08 | 0.57 | 2.21 | 1.36 | -0.18 | 0.88 | 1.14 | -1.08 | 0.07 | 1.22 | 0.91 | 1.2 | 2.87 |
| Draw Down(%) | NA | 8.6 | 8.6 | 15.6 | 30.5 | 32.7 | NA | NA | 55.9 | 15.6 | 7.0 | 10.9 | 26.3 | 9.9 | 32.7 | 5.5 | 18.6 | 1.8 | 11.3 | 11.8 | 8.1 | 7.7 | 10.9 | 21.7 | 14.5 | 25.0 | 49.9 | 10.1 | 9.6 | 6.2 | 7.7 | 3.4 |
| Standard Deviation(%) | NA | 14.0 | 11.6 | 13.3 | 15.9 | 15.9 | NA | NA | 17.1 | 15.8 | 11.3 | 12.3 | 23.4 | 13.5 | 27.7 | 10.5 | 14.1 | 6.2 | 12.7 | 13.2 | 10.5 | 10.6 | 12.6 | 23.0 | 18.1 | 25.8 | 37.2 | 15.6 | 10.1 | 9.5 | 9.9 | 10.1 |
| Treynor Ratio | NA | 0.19 | 0.21 | 0.16 | 0.03 | 0.1 | NA | NA | 0.08 | 0.18 | 0.11 | 0.18 | -0.3 | 0.12 | 0.21 | 0.3 | -0.13 | 0.25 | 0.06 | -0.01 | 0.08 | 0.25 | 0.18 | -0.04 | 0.16 | 0.33 | -0.45 | 0.01 | 0.14 | 0.1 | 0.15 | 0.38 |
| Alpha | NA | -0.03 | -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 | -0.02 | 0.0 | 0.02 | -0.04 | 0.0 | 0.0 | 0.02 | 0.01 | 0.03 |
| Beta | NA | 1.0 | 0.91 | 0.85 | 0.88 | 0.75 | NA | NA | 0.84 | 0.81 | 0.84 | 0.9 | 0.9 | 0.92 | 0.56 | 0.83 | 0.8 | 0.86 | 0.9 | 0.83 | 0.8 | 0.94 | 0.95 | 0.96 | 0.99 | 0.88 | 0.89 | 0.91 | 0.91 | 0.85 | 0.81 | 0.77 |
| RSquared | NA | 0.92 | 0.87 | 0.91 | 0.87 | 0.74 | NA | NA | 0.85 | 0.93 | 0.89 | 0.92 | 0.86 | 0.81 | 0.49 | 0.97 | 0.96 | 0.87 | 0.87 | 0.94 | 0.75 | 0.95 | 0.93 | 0.96 | 0.97 | 0.87 | 0.97 | 0.86 | 0.81 | 0.85 | 0.83 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.5 | 6.9 | 4.8 | 0.8 | 3.0 | 1.5 | 8.2 | 7.0 | 5.6 | 4.6 | 5.4 | 6.9 | 5.2 | 2.2 | 1.6 | 1.7 | 2.2 | 3.8 | 5.6 | 3.3 | 2.2 | 2.3 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 62.4 | 62.8 | 370.9 | -72.5 | 113.3 | -77.7 | -2.4 | 44.0 | 26.3 | -21.9 | -21.2 | 51.4 | 180.2 | 24.1 | 10.0 | -1.2 | -66.6 | -31.6 | 86.4 | 62.9 | 4.6 | 175.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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