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LTFDX: PRINCIPAL LIFETIME 2055 FUND R-3 (MUTUAL FUND)
Basic Info 16.91 0.09(0.53%) July 11
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 4.63% |
| Expenses | 0.93% |
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Performance Analytics (As of 07/11/2025)
| 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(%) | -0.7 | 8.8 | 11.1 | 10.6 | 7.5 | 6.8 | 8.5 | 6.2 | 7.6 | 16.7 | -24.9 | 13.6 | 13.0 | 26.6 | -9.5 | 21.8 | 5.1 | -1.2 | 4.6 | 24.4 | 16.8 | -4.9 | 15.1 | 28.9 | -33.4 |
| Sharpe Ratio | NA | 0.73 | 0.47 | 0.45 | 0.33 | 0.33 | NA | 0.29 | 0.09 | 0.97 | -1.13 | 1.05 | 0.45 | 2.31 | -0.76 | 3.31 | 0.37 | -0.09 | 0.43 | 2.26 | 1.33 | -0.21 | 0.83 | 1.1 | -0.97 |
| Draw Down(%) | NA | 15.8 | 15.8 | 16.2 | 29.3 | 33.6 | NA | 52.2 | 8.7 | 10.9 | 26.5 | 8.0 | 33.6 | 5.7 | 19.4 | 2.0 | 11.7 | 12.1 | 8.2 | 7.7 | 11.1 | 22.0 | 14.7 | 24.9 | 49.4 |
| Standard Deviation(%) | NA | 19.9 | 16.8 | 16.0 | 16.3 | 16.4 | NA | 18.7 | 12.0 | 12.9 | 23.3 | 13.0 | 28.4 | 10.9 | 14.4 | 6.4 | 13.3 | 13.7 | 10.7 | 10.8 | 12.7 | 23.3 | 18.0 | 26.1 | 40.6 |
| Treynor Ratio | NA | 0.18 | 0.1 | 0.08 | 0.06 | 0.07 | NA | 0.06 | 0.01 | 0.14 | -0.29 | 0.15 | 0.22 | 0.29 | -0.13 | 0.24 | 0.05 | -0.01 | 0.06 | 0.26 | 0.18 | -0.05 | 0.15 | 0.32 | -0.45 |
| Alpha | NA | 0.02 | 0.0 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.05 | -0.03 | -0.04 | -0.04 | 0.01 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | -0.03 | 0.0 | 0.02 | -0.04 |
| Beta | NA | 0.81 | 0.82 | 0.87 | 0.88 | 0.77 | NA | 0.85 | 0.85 | 0.93 | 0.9 | 0.93 | 0.58 | 0.86 | 0.82 | 0.9 | 0.98 | 0.86 | 0.81 | 0.94 | 0.95 | 0.98 | 0.98 | 0.89 | 0.89 |
| RSquared | NA | 0.94 | 0.94 | 0.87 | 0.88 | 0.76 | NA | 0.84 | 0.81 | 0.89 | 0.87 | 0.88 | 0.49 | 0.97 | 0.96 | 0.87 | 0.94 | 0.95 | 0.74 | 0.94 | 0.92 | 0.96 | 0.97 | 0.87 | 0.93 |
| Yield(%) | N/A | 0.0 | 4.6 | 2.5 | 2.5 | 3.6 | 5.1 | N/A | 5.1 | 1.4 | 0.5 | 2.8 | 1.3 | 6.8 | 5.2 | 3.7 | 3.7 | 3.9 | 5.6 | 5.0 | 3.1 | 1.8 | 2.7 | 1.9 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 309.6 | -26.7 | -42.0 | N/A | N/A | N/A | 309.6 | 95.6 | -78.2 | 138.3 | -77.2 | 10.7 | 67.3 | 2.0 | -11.1 | -29.9 | 29.1 | 86.0 | 61.9 | -25.7 | 80.8 | 8.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2008
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