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LTFPX: PRINCIPAL LIFETIME 2055 FUND R-5 (MUTUAL FUND)
Basic Info 16.03 0.04(0.25%) May 17
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (95%) |
Start Date: | 03/05/2008 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 4.33% |
Expenses | 0.93% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 7.2 | 22.3 | 4.4 | 9.9 | 8.4 | 10.8 | 7.1 | 22.0 | -21.2 | 20.7 | 16.2 | 26.9 | -9.2 | 22.3 | 5.4 | -0.9 | 4.7 | 25.1 | 17.1 | -4.7 | 15.5 | 29.3 | -33.2 |
Sharpe Ratio | NA | 1.12 | 1.48 | 0.08 | 0.41 | 0.44 | NA | 0.34 | 1.45 | -1.01 | 1.64 | 0.52 | 2.33 | -0.73 | 3.4 | 0.39 | -0.07 | 0.44 | 2.32 | 1.36 | -0.2 | 0.85 | 1.12 | -0.96 |
Draw Down(%) | NA | 5.2 | 10.9 | 28.2 | 33.5 | 33.5 | NA | 52.1 | 10.9 | 28.2 | 6.0 | 33.5 | 5.7 | 19.1 | 1.9 | 11.7 | 12.1 | 8.1 | 7.6 | 11.0 | 21.9 | 14.6 | 24.8 | 49.3 |
Standard Deviation(%) | NA | 11.4 | 11.5 | 16.3 | 19.3 | 16.1 | NA | 19.0 | 12.4 | 22.4 | 12.6 | 30.5 | 11.0 | 14.4 | 6.4 | 13.3 | 13.6 | 10.7 | 10.8 | 12.7 | 23.3 | 18.1 | 25.9 | 40.9 |
Treynor Ratio | NA | 0.14 | 0.19 | 0.02 | 0.09 | 0.08 | NA | 0.07 | 0.2 | -0.25 | 0.23 | 0.18 | 0.3 | -0.13 | 0.24 | 0.05 | -0.01 | 0.06 | 0.26 | 0.18 | -0.05 | 0.16 | 0.33 | -0.43 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | -0.03 | 0.0 | 0.02 | -0.03 |
Beta | NA | 0.89 | 0.92 | 0.9 | 0.88 | 0.88 | NA | 0.9 | 0.9 | 0.9 | 0.9 | 0.86 | 0.86 | 0.82 | 0.89 | 0.99 | 0.85 | 0.81 | 0.95 | 0.96 | 0.98 | 0.99 | 0.89 | 0.91 |
RSquared | NA | 0.83 | 0.86 | 0.91 | 0.94 | 0.94 | NA | 0.94 | 0.9 | 0.94 | 0.87 | 0.96 | 0.97 | 0.96 | 0.87 | 0.95 | 0.95 | 0.74 | 0.94 | 0.93 | 0.96 | 0.97 | 0.87 | 0.97 |
Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.6 | 6.3 | 6.3 | 4.2 | 7.1 | 5.5 | 3.9 | 3.8 | 4.1 | 5.9 | 5.2 | 3.4 | 2.0 | 2.9 | 2.1 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -45.4 | 12.5 | 65.5 | -28.4 | 9.5 | 64.4 | 7.1 | -12.5 | -30.4 | 30.2 | 76.7 | 57.9 | -24.0 | 78.6 | 16.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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