Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPEAX (PRINCIPAL LIFETIME 2050 FUND CLASS A) | 7.14% | 18.27% | 15.70% | 4.76% | 8.83% | 8.28% | 6.87% | … | … |
Data as of 06/11/2026, Common starting date is 11/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPEAX (PRINCIPAL LIFETIME 2050 FUND CLASS A) | 11/02/2005 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | 18.27 | 15.70 | 4.76 | 8.83 | 8.28 | 6.87 | … | … | 7.14 | 17.20 | 11.13 | 21.76 | -25.14 | 11.10 | 12.09 | 26.23 | -9.07 | 21.66 | 5.20 | -1.08 | 5.83 | 23.38 | 17.01 | -4.36 | 16.04 | 29.35 | -39.27 | 4.31 | 16.44 | 2.95 |
| Sharpe Ratio | NA | 1.28 | 0.93 | 0.13 | 0.43 | NA | NA | … | … | 0.79 | 0.91 | 0.65 | 1.47 | -1.14 | 0.82 | 0.42 | 2.34 | -0.75 | 3.38 | 0.38 | -0.08 | 0.56 | 2.19 | 1.36 | -0.19 | 0.88 | 1.13 | -1.09 | 0.08 | 1.31 | 2.47 |
| Standard Deviation(%) | NA | 12.02 | 13.46 | 16.05 | 15.99 | NA | NA | … | … | 14.59 | 15.76 | 11.49 | 12.41 | 23.49 | 13.50 | 27.76 | 10.57 | 14.00 | 6.24 | 13.00 | 13.28 | 10.44 | 10.66 | 12.57 | 23.09 | 18.14 | 25.79 | 36.96 | 15.49 | 10.01 | 6.99 |
| Draw Down(%) | NA | 8.62 | 15.61 | 30.58 | 32.67 | NA | NA | … | … | 8.62 | 15.61 | 7.06 | 10.90 | 26.38 | 9.82 | 32.67 | 5.57 | 18.69 | 1.88 | 11.36 | 11.80 | 8.00 | 7.63 | 10.88 | 21.75 | 14.38 | 24.97 | 49.96 | 10.21 | 9.67 | 1.30 |
| Yield(%) | 0.00 | 9.60 | 7.50 | 4.18 | 5.78 | 6.05 | 5.18 | … | … | 0.00 | 10.21 | 6.61 | 4.65 | 0.66 | 2.88 | 1.41 | 8.01 | 6.80 | 5.46 | 4.55 | 5.31 | 6.72 | 5.06 | 2.04 | 1.52 | 1.69 | 2.07 | 3.72 | 5.42 | 3.06 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPEAX (PRINCIPAL LIFETIME 2050 FUND CLASS A) |
-15.52%
Feb 2006 – Feb 2009 |
-2.33%
May 2007 – May 2012 |
3.75%
Dec 2006 – Dec 2016 |
3.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPEAX (PRINCIPAL LIFETIME 2050 FUND CLASS A) |
23.75%
Feb 2009 – Feb 2012 |
20.33%
Feb 2009 – Feb 2014 |
12.90%
Feb 2009 – Feb 2019 |
10.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart