Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) | 2.82% | 10.27% | 9.33% | 1.02% | 4.62% | 5.13% | 4.59% | … | … |
Data as of 06/05/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) | 12/26/2001 | 06/05/2026 |
| 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 (%) | -1.20 | 10.27 | 9.33 | 1.02 | 4.62 | 5.13 | 4.59 | … | … | 2.82 | 11.02 | 7.22 | 11.91 | -20.19 | 1.86 | 8.24 | 18.05 | -5.92 | 14.65 | 5.56 | -1.38 | 5.23 | 15.68 | 14.39 | -1.30 | 14.52 | 27.14 | -33.91 | 1.92 | 14.24 | 9.25 | 12.01 | 21.24 | -7.24 | 0.62 |
| Sharpe Ratio | NA | 1.25 | 0.88 | -0.17 | 0.33 | NA | NA | … | … | 0.56 | 1.10 | 0.60 | 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 | -0.10 | 1.41 | 0.96 | 1.53 | 2.47 | -0.83 | 11.45 |
| Standard Deviation(%) | NA | 6.11 | 6.93 | 9.20 | 9.18 | NA | NA | … | … | 7.47 | 7.42 | 6.05 | 6.99 | 13.63 | 9.84 | 15.65 | 5.79 | 8.36 | 3.82 | 8.10 | 8.63 | 7.05 | 7.66 | 8.70 | 17.05 | 13.46 | 19.81 | 28.48 | 12.33 | 7.73 | 7.28 | 7.22 | 8.30 | 10.10 | 5.86 |
| Draw Down(%) | NA | 4.79 | 7.12 | 26.32 | 26.32 | NA | NA | … | … | 4.79 | 7.02 | 3.24 | 6.85 | 20.64 | 9.11 | 20.37 | 2.83 | 12.05 | 1.12 | 7.13 | 8.66 | 5.53 | 6.53 | 7.27 | 16.47 | 10.81 | 21.14 | 43.67 | 8.16 | 6.16 | 4.49 | 7.37 | 6.44 | 14.57 | 0.20 |
| Yield(%) | 0.00 | 9.62 | 7.51 | 4.25 | 5.12 | 5.29 | 4.66 | … | … | 0.00 | 9.97 | 7.35 | 5.19 | 1.85 | 2.37 | 1.80 | 9.19 | 6.20 | 5.94 | 3.56 | 7.71 | 6.00 | 3.06 | 2.37 | 2.04 | 2.22 | 3.19 | 4.56 | 5.17 | 3.69 | 2.44 | 2.97 | 1.78 | 1.11 | 1.12 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) |
-12.96%
Feb 2006 – Feb 2009 |
-4.69%
Feb 2004 – Feb 2009 |
2.48%
Oct 2013 – Oct 2023 |
2.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) |
21.71%
Feb 2009 – Feb 2012 |
17.53%
Feb 2009 – Feb 2014 |
10.80%
Feb 2009 – Feb 2019 |
7.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart