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LTAPX: PRINCIPAL LIFETIME 2015 FUND R-3 (MUTUAL FUND)
Basic Info 8.47 0(0.0%) July 10
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 6.43% |
| Expenses | 0.91% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/05/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 5.3 | 7.6 | 4.7 | 1.2 | 3.0 | 4.9 | 3.7 | -0.5 | 8.7 | -18.4 | 1.0 | 7.5 | 15.5 | -5.2 | 12.5 | 5.0 | -1.7 | 3.2 | 14.2 | 12.5 | -0.6 | 13.9 | 23.9 | -27.0 |
| Sharpe Ratio | NA | 1.02 | 0.69 | 0.17 | -0.08 | 0.2 | NA | 0.25 | -0.96 | 0.68 | -1.72 | 0.12 | 0.55 | 3.04 | -0.95 | 3.58 | 0.71 | -0.25 | 0.52 | 2.13 | 1.73 | -0.04 | 1.09 | 1.26 | -1.14 |
| Draw Down(%) | NA | 5.9 | 6.0 | 10.7 | 23.8 | 23.8 | NA | 43.4 | 8.7 | 6.2 | 18.8 | 8.0 | 17.5 | 2.1 | 10.3 | 1.0 | 5.8 | 7.8 | 4.6 | 5.8 | 6.0 | 14.2 | 10.0 | 19.7 | 40.6 |
| Standard Deviation(%) | NA | 8.0 | 6.9 | 7.9 | 8.4 | 8.0 | NA | 11.2 | 7.4 | 6.7 | 11.6 | 8.3 | 13.1 | 4.7 | 6.9 | 3.3 | 6.8 | 7.1 | 6.2 | 6.6 | 7.2 | 14.2 | 12.7 | 18.9 | 28.5 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.02 | -0.01 | 0.02 | NA | 0.03 | 0.0 | 0.0 | -0.17 | 0.1 | 0.09 | 0.13 | -0.06 | 0.11 | 0.05 | -0.02 | 0.03 | 0.14 | 0.13 | -0.01 | 0.12 | 0.23 | -0.31 |
| Alpha | NA | NA | NA | 0.02 | 0.01 | 0.0 | NA | 0.0 | NA | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.04 |
| Beta | NA | NA | NA | 0.85 | 1.21 | 1.0 | NA | 1.05 | NA | NA | 1.16 | 0.1 | 0.8 | 1.12 | 1.14 | 1.08 | 1.02 | 1.0 | 0.98 | 1.04 | 0.99 | 1.08 | 1.17 | 1.05 | 1.04 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.29 | 0.5 | NA | 0.81 | 0.0 | 0.0 | 0.35 | 0.03 | 0.48 | 0.93 | 0.96 | 0.88 | 0.97 | 0.96 | 0.74 | 0.93 | 0.92 | 0.98 | 0.98 | 0.88 | 0.96 |
| Yield(%) | N/A | 0.0 | 6.4 | 3.7 | 2.7 | 4.7 | 5.5 | N/A | 6.7 | 2.7 | 1.7 | 2.1 | 1.5 | 12.8 | 7.9 | 7.5 | 3.2 | 7.6 | 5.3 | 5.2 | 4.4 | 3.2 | 4.2 | 2.4 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | 162.7 | -38.3 | -66.9 | N/A | N/A | N/A | 162.7 | 23.5 | -16.6 | 41.1 | -87.6 | 40.5 | 10.2 | 144.3 | -62.7 | 42.7 | 7.8 | 31.4 | 28.4 | -16.9 | 119.4 | 28.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2008
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See Target Date 2011-2015 Asset Class Trend Rankings |
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