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PTERX: PRINCIPAL LIFETIME 2050 FUND R-3 (MUTUAL FUND)
Basic Info 18.72 0.52(2.70%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 06/26/2003 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 9.75% |
| Expenses | 0.92% |
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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 06/26/2003 |
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(%) | -2.1 | 5.8 | 17.8 | 15.5 | 4.3 | 8.3 | 7.8 | 6.4 | 7.2 | 16.9 | 12.7 | 19.6 | -25.4 | 10.8 | 11.7 | 26.0 | -9.2 | 21.4 | 5.0 | -1.3 | 5.6 | 23.1 | 16.8 | -4.6 | 15.5 | 28.9 | -39.3 | 4.2 | 15.3 | 10.2 | 12.6 | 14.2 |
| Sharpe Ratio | NA | 0.79 | 1.27 | 0.92 | 0.11 | 0.41 | NA | NA | 0.35 | 0.89 | 0.81 | 1.31 | -1.15 | 0.8 | 0.41 | 2.32 | -0.76 | 3.34 | 0.37 | -0.1 | 0.54 | 2.16 | 1.34 | -0.2 | 0.85 | 1.12 | -1.09 | 0.07 | 1.19 | 0.84 | 1.17 | 2.83 |
| Draw Down(%) | NA | 8.6 | 8.6 | 15.7 | 30.8 | 32.7 | NA | NA | 56.0 | 15.7 | 7.0 | 10.9 | 26.5 | 9.9 | 32.7 | 5.5 | 18.8 | 1.8 | 11.4 | 11.9 | 8.1 | 7.6 | 10.9 | 21.8 | 14.7 | 25.1 | 50.0 | 10.2 | 9.7 | 6.2 | 7.7 | 3.4 |
| Standard Deviation(%) | NA | 14.5 | 12.0 | 13.3 | 16.0 | 16.0 | NA | NA | 17.0 | 15.7 | 11.3 | 12.3 | 23.5 | 13.5 | 27.8 | 10.6 | 14.0 | 6.2 | 12.9 | 13.2 | 10.5 | 10.7 | 12.6 | 23.1 | 18.1 | 25.7 | 36.9 | 15.5 | 10.0 | 9.4 | 10.0 | 10.1 |
| Treynor Ratio | NA | 0.11 | 0.16 | 0.14 | 0.02 | 0.09 | NA | NA | 0.07 | 0.17 | 0.11 | 0.18 | -0.3 | 0.12 | 0.2 | 0.29 | -0.13 | 0.24 | 0.05 | -0.02 | 0.07 | 0.25 | 0.18 | -0.05 | 0.16 | 0.33 | -0.45 | 0.01 | 0.13 | 0.09 | 0.14 | 0.37 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.03 | -0.01 | NA | NA | -0.01 | 0.01 | -0.03 | -0.01 | -0.05 | -0.05 | 0.01 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | -0.03 | 0.0 | 0.02 | -0.04 | 0.0 | 0.0 | 0.02 | 0.01 | 0.02 |
| Beta | NA | 1.0 | 0.92 | 0.85 | 0.88 | 0.76 | NA | NA | 0.84 | 0.81 | 0.84 | 0.9 | 0.9 | 0.92 | 0.56 | 0.83 | 0.8 | 0.87 | 0.96 | 0.83 | 0.79 | 0.94 | 0.95 | 0.97 | 0.99 | 0.88 | 0.89 | 0.9 | 0.91 | 0.85 | 0.81 | 0.77 |
| RSquared | NA | 0.93 | 0.88 | 0.91 | 0.87 | 0.74 | NA | NA | 0.85 | 0.93 | 0.89 | 0.92 | 0.86 | 0.8 | 0.49 | 0.97 | 0.96 | 0.87 | 0.95 | 0.94 | 0.75 | 0.95 | 0.93 | 0.96 | 0.97 | 0.87 | 0.97 | 0.87 | 0.83 | 0.86 | 0.82 | 0.92 |
| Yield(%) | N/A | 0.0 | 9.8 | 7.6 | 4.1 | 5.5 | 5.8 | 4.8 | N/A | 10.3 | 6.6 | 4.6 | 0.5 | 2.7 | 1.3 | 7.9 | 6.7 | 5.3 | 4.4 | 5.2 | 6.6 | 4.9 | 1.8 | 1.4 | 1.1 | 1.9 | 3.6 | 5.3 | 3.0 | 1.9 | 2.3 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | 65.5 | 348.0 | 9.2 | 68.0 | N/A | N/A | N/A | 65.5 | 65.3 | 561.7 | -79.5 | 133.7 | -81.0 | -2.1 | 46.2 | 24.2 | -21.4 | -21.4 | 54.8 | 214.0 | 24.5 | 37.2 | -23.6 | -69.8 | -30.9 | 95.9 | 71.6 | -9.8 | 325.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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