Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTBMX (PRINCIPAL LIFETIME 2020 FUND R-3) | 3.01% | 10.08% | 8.98% | 0.75% | 4.29% | 4.81% | 4.33% | … | … |
Data as of 06/09/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBMX (PRINCIPAL LIFETIME 2020 FUND R-3) | 12/26/2001 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -1.28 | 10.08 | 8.98 | 0.75 | 4.29 | 4.81 | 4.33 | … | … | 3.01 | 10.65 | 6.86 | 11.63 | -20.52 | 1.55 | 7.81 | 17.75 | -6.24 | 14.35 | 5.17 | -1.67 | 4.99 | 15.31 | 13.99 | -1.61 | 14.11 | 26.73 | -34.08 | 1.98 | 13.87 | 8.59 | 11.69 | 20.84 | -7.51 | 0.71 |
| Sharpe Ratio | NA | 1.18 | 0.82 | -0.20 | 0.29 | NA | NA | … | … | 0.51 | 1.05 | 0.54 | 1.16 | -1.61 | 0.15 | 0.48 | 2.83 | -0.91 | 3.63 | 0.61 | -0.20 | 0.70 | 1.98 | 1.61 | -0.10 | 1.04 | 1.34 | -1.21 | -0.10 | 1.38 | 0.87 | 1.46 | 2.44 | -0.85 | 14.22 |
| Standard Deviation(%) | NA | 6.15 | 6.94 | 9.22 | 9.18 | NA | NA | … | … | 7.52 | 7.43 | 6.05 | 6.95 | 13.67 | 9.87 | 15.58 | 5.75 | 8.38 | 3.79 | 8.20 | 8.64 | 7.08 | 7.72 | 8.72 | 17.02 | 13.47 | 19.83 | 28.92 | 12.28 | 7.60 | 7.24 | 7.33 | 8.26 | 10.13 | 5.67 |
| Draw Down(%) | NA | 4.73 | 7.14 | 26.62 | 26.62 | NA | NA | … | … | 4.73 | 6.98 | 3.26 | 6.90 | 20.94 | 9.17 | 20.38 | 2.77 | 12.29 | 1.13 | 7.15 | 8.76 | 5.56 | 6.56 | 7.29 | 16.60 | 10.85 | 21.08 | 43.81 | 8.19 | 6.18 | 4.50 | 7.46 | 6.54 | 14.67 | 0.10 |
| Yield(%) | 0.00 | 9.34 | 7.20 | 4.01 | 4.80 | 4.96 | 4.40 | … | … | 0.00 | 9.68 | 7.06 | 4.87 | 1.55 | 2.05 | 1.50 | 8.85 | 5.85 | 5.61 | 3.25 | 7.45 | 5.68 | 2.73 | 2.03 | 1.74 | 1.89 | 2.87 | 4.37 | 4.86 | 3.34 | 2.10 | 2.94 | 1.41 | 0.82 | 0.81 |
Data as of 06/09/2026, Common starting date is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBMX (PRINCIPAL LIFETIME 2020 FUND R-3) |
-13.25%
Feb 2006 – Feb 2009 |
-4.98%
Feb 2004 – Feb 2009 |
2.15%
Oct 2013 – Oct 2023 |
2.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBMX (PRINCIPAL LIFETIME 2020 FUND R-3) |
21.35%
Feb 2009 – Feb 2012 |
17.18%
Feb 2009 – Feb 2014 |
10.46%
Feb 2009 – Feb 2019 |
7.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart