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LTFLX: PRINCIPAL LIFETIME 2055 FUND R-4 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/29/2023 |
| 12-Mo. Yield | 4.00% |
| Expenses | 0.93% |
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Performance Analytics (As of 11/25/2024)
Not up-to-date? Try| Last 1 Week* | 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(%) | 1.3 | 22.9 | 4.2 | 9.5 | 8.3 | 9.3 | 7.3 | 14.4 | 21.9 | -21.2 | 20.4 | 16.0 | 26.9 | -9.4 | 22.1 | 5.3 | -1.0 | 4.6 | 24.7 | 17.0 | -4.7 | 15.3 | 29.2 | -33.3 |
| Sharpe Ratio | NA | 1.44 | 0.02 | 0.37 | 0.42 | NA | 0.34 | 0.79 | 1.43 | -1.02 | 1.66 | 0.51 | 2.32 | -0.74 | 3.38 | 0.38 | -0.08 | 0.43 | 2.28 | 1.35 | -0.2 | 0.84 | 1.12 | -0.97 |
| Draw Down(%) | NA | 7.0 | 28.1 | 33.6 | 33.6 | NA | 52.1 | 7.0 | 10.9 | 28.1 | 5.9 | 33.6 | 5.7 | 19.2 | 1.9 | 11.6 | 12.1 | 8.1 | 7.6 | 11.2 | 22.0 | 14.6 | 24.9 | 49.3 |
| Standard Deviation(%) | NA | 11.3 | 16.4 | 19.3 | 16.1 | NA | 18.8 | 11.4 | 12.4 | 22.3 | 12.3 | 30.6 | 11.0 | 14.4 | 6.4 | 13.3 | 13.7 | 10.7 | 10.8 | 12.7 | 23.4 | 18.1 | 26.0 | 40.8 |
| Treynor Ratio | NA | 0.19 | 0.0 | 0.08 | 0.08 | NA | 0.07 | 0.11 | 0.2 | -0.25 | 0.24 | 0.18 | 0.29 | -0.13 | 0.24 | 0.05 | -0.01 | 0.06 | 0.26 | 0.18 | -0.05 | 0.15 | 0.33 | -0.43 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | -0.03 | 0.0 | 0.02 | -0.03 |
| Beta | NA | 0.84 | 0.89 | 0.87 | 0.87 | NA | 0.9 | 0.84 | 0.9 | 0.9 | 0.84 | 0.86 | 0.87 | 0.83 | 0.89 | 0.99 | 0.85 | 0.81 | 0.95 | 0.96 | 0.98 | 0.99 | 0.89 | 0.91 |
| RSquared | NA | 0.83 | 0.91 | 0.93 | 0.93 | NA | 0.93 | 0.86 | 0.9 | 0.94 | 0.79 | 0.96 | 0.97 | 0.96 | 0.87 | 0.95 | 0.94 | 0.74 | 0.94 | 0.93 | 0.96 | 0.97 | 0.87 | 0.97 |
| Yield(%) | N/A | 4.0 | 4.9 | 5.6 | 5.3 | 6.4 | N/A | 0.0 | 4.5 | 6.2 | 6.2 | 4.1 | 6.9 | 5.3 | 3.8 | 3.8 | 4.0 | 5.8 | 5.1 | 3.3 | 1.9 | 2.9 | 2.1 | 1.1 |
| Dividend Growth(%) | N/A | -46.0 | 25.2 | 44.9 | N/A | N/A | N/A | -100.0 | -46.0 | 12.8 | 67.7 | -28.6 | 10.6 | 64.7 | 2.4 | -10.6 | -29.9 | 29.4 | 79.9 | 61.5 | -26.0 | 76.6 | 19.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2008
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