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LTFIX: PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 15.43 0.14(0.92%) April 22
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (98%) |
Start Date: | 03/05/2008 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 7.27% |
Expenses | 0.93% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/05/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 1.1 | 15.9 | 3.0 | 8.7 | 8.0 | 11.0 | 7.2 | 22.7 | -18.8 | 17.8 | 16.5 | 27.2 | -9.0 | 22.5 | 5.7 | -0.8 | 4.9 | 25.4 | 17.4 | -4.3 | 15.7 | 29.7 | -33.1 |
Sharpe Ratio | NA | -0.26 | 0.92 | 0.01 | 0.36 | 0.43 | NA | 0.34 | 1.5 | -0.91 | 1.48 | 0.53 | 2.36 | -0.72 | 3.46 | 0.41 | -0.06 | 0.45 | 2.35 | 1.38 | -0.19 | 0.86 | 1.14 | -0.97 |
Draw Down(%) | NA | 5.2 | 10.8 | 26.8 | 33.5 | 33.5 | NA | 51.9 | 10.8 | 26.2 | 5.9 | 33.5 | 5.7 | 18.9 | 1.9 | 11.6 | 11.9 | 8.1 | 7.7 | 11.1 | 21.8 | 14.6 | 24.6 | 49.1 |
Standard Deviation(%) | NA | 11.5 | 11.6 | 16.0 | 19.2 | 16.0 | NA | 18.9 | 12.4 | 22.2 | 12.0 | 30.6 | 10.9 | 14.4 | 6.4 | 13.3 | 13.6 | 10.7 | 10.8 | 12.7 | 23.2 | 18.1 | 26.0 | 40.4 |
Treynor Ratio | NA | -0.03 | 0.12 | 0.0 | 0.08 | 0.08 | NA | 0.07 | 0.21 | -0.23 | 0.21 | 0.19 | 0.3 | -0.13 | 0.25 | 0.06 | -0.01 | 0.06 | 0.27 | 0.18 | -0.04 | 0.16 | 0.33 | -0.43 |
Alpha | NA | -0.05 | -0.02 | -0.02 | -0.01 | -0.01 | NA | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.02 | -0.01 | -0.02 | -0.01 | 0.01 | -0.02 | 0.0 | 0.02 | -0.04 |
Beta | NA | 0.88 | 0.91 | 0.88 | 0.87 | 0.87 | NA | 0.9 | 0.9 | 0.9 | 0.83 | 0.86 | 0.86 | 0.82 | 0.89 | 0.99 | 0.85 | 0.81 | 0.94 | 0.96 | 0.97 | 0.99 | 0.89 | 0.9 |
RSquared | NA | 0.79 | 0.85 | 0.91 | 0.94 | 0.94 | NA | 0.94 | 0.9 | 0.96 | 0.82 | 0.97 | 0.97 | 0.96 | 0.86 | 0.95 | 0.95 | 0.74 | 0.94 | 0.92 | 0.96 | 0.97 | 0.87 | 0.97 |
Yield(%) | N/A | 0.0 | 4.5 | 5.4 | 6.2 | 5.9 | 9.1 | N/A | 4.8 | 6.4 | 6.5 | 4.3 | 7.2 | 5.6 | 4.1 | 4.0 | 4.3 | 6.0 | 5.4 | 3.6 | 2.2 | 3.2 | 2.3 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | -44.1 | 23.4 | 43.5 | N/A | N/A | N/A | -44.1 | 9.9 | 65.6 | -27.4 | 9.1 | 60.4 | 6.7 | -11.8 | -28.2 | 29.1 | 71.9 | 52.4 | -22.2 | 80.0 | 25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2008
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