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PLWIX: PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 12.48 0.17(1.34%) June 05
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 12/26/2001 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 9.88% |
| Expenses | 0.91% |
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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 09/24/2002 |
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(%) | -1.2 | 3.0 | 10.6 | 9.6 | 4.0 | 6.7 | 6.6 | 5.8 | 6.7 | 11.3 | 7.4 | 12.2 | -14.4 | 9.0 | 12.7 | 18.4 | -5.7 | 15.0 | 5.8 | -1.2 | 5.6 | 15.9 | 14.7 | -1.1 | 14.9 | 27.5 | -33.7 | 2.0 | 14.5 | 9.8 | 12.3 | 19.5 | -8.4 | 0.7 |
| Sharpe Ratio | NA | 0.61 | 1.3 | 0.91 | 0.18 | 0.6 | NA | NA | 0.42 | 1.15 | 0.62 | 1.25 | -1.35 | 1.34 | 0.83 | 2.93 | -0.85 | 3.78 | 0.7 | -0.14 | 0.79 | 2.06 | 1.69 | -0.07 | 1.1 | 1.38 | -1.19 | -0.1 | 1.41 | 1.02 | 1.55 | 2.21 | -0.93 | 10.81 |
| Draw Down(%) | NA | 4.8 | 4.8 | 7.0 | 19.7 | 20.3 | NA | NA | 49.1 | 7.0 | 3.2 | 6.8 | 19.0 | 3.3 | 20.3 | 2.7 | 11.8 | 1.1 | 7.1 | 8.5 | 5.5 | 6.5 | 7.2 | 16.4 | 10.8 | 21.1 | 43.5 | 8.2 | 6.1 | 4.5 | 7.4 | 6.5 | 14.5 | 0.2 |
| Standard Deviation(%) | NA | 7.5 | 6.1 | 6.9 | 8.0 | 8.5 | NA | NA | 11.5 | 7.4 | 6.1 | 6.9 | 11.7 | 6.7 | 14.9 | 5.8 | 8.4 | 3.8 | 8.0 | 8.6 | 7.1 | 7.7 | 8.7 | 17.0 | 13.4 | 19.8 | 29.0 | 12.5 | 7.9 | 7.4 | 7.3 | 8.5 | 10.2 | 7.0 |
| Treynor Ratio | NA | 0.04 | 0.07 | 0.06 | 0.01 | 0.28 | NA | NA | 0.1 | 0.07 | 0.04 | 0.08 | -0.15 | 0.09 | 0.17 | 7.08 | -0.4 | 0.14 | 0.06 | -0.01 | 0.06 | 0.15 | 0.14 | -0.01 | 0.14 | 0.28 | -0.34 | -0.01 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.02 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.03 | -0.02 | 0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 1.08 | 1.09 | 1.11 | 1.06 | 0.18 | NA | NA | 0.47 | 1.18 | 1.07 | 1.04 | 1.02 | 1.05 | 0.72 | 0.02 | 0.18 | 1.0 | 0.96 | 1.02 | 0.98 | 1.07 | 1.02 | 1.11 | 1.09 | 0.97 | 1.02 | 1.02 | 0.85 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.97 | 0.96 | 0.97 | 0.17 | NA | NA | 0.39 | 0.97 | 0.96 | 0.96 | 0.97 | 0.88 | 0.59 | 0.05 | 0.22 | 0.91 | 0.91 | 0.98 | 0.78 | 0.98 | 0.93 | 0.98 | 0.99 | 0.87 | 0.97 | 0.85 | 0.33 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 9.8 | 7.7 | 6.8 | 7.1 | 6.9 | 5.8 | N/A | 10.2 | 7.5 | 5.5 | 7.7 | 9.4 | 6.2 | 9.5 | 6.4 | 6.2 | 3.8 | 8.0 | 6.2 | 3.3 | 2.6 | 2.3 | 2.5 | 3.4 | 4.7 | 5.4 | 4.0 | 2.7 | 3.0 | 0.0 | 0.0 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 35.8 | -17.4 | 22.0 | 74.3 | N/A | N/A | N/A | 35.8 | 46.6 | -44.4 | -18.5 | 58.7 | -27.8 | 28.7 | 12.5 | 67.2 | -56.5 | 27.5 | 107.5 | 43.2 | 9.2 | 3.4 | -9.0 | -55.1 | -13.4 | 49.1 | 55.8 | -2.1 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/2002
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