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LTINX: PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 8.52 0.04(0.47%) May 06
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | (83%) |
Start Date: | 03/05/2008 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 4.64% |
Expenses | 0.91% |
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Performance Analytics (As of 05/03/2024)
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(%) | 1.1 | -0.9 | 9.2 | 0.6 | 4.6 | 4.7 | 7.3 | 5.0 | 14.8 | -15.8 | 10.2 | 11.9 | 16.3 | -4.7 | 13.2 | 5.5 | -1.2 | 3.4 | 15.4 | 13.1 | 0.0 | 14.4 | 24.8 | -26.4 |
Sharpe Ratio | NA | -0.9 | 0.58 | -0.22 | 0.33 | 0.47 | NA | 0.37 | 1.5 | -1.59 | 1.66 | 0.92 | 3.22 | -0.87 | 3.78 | 0.8 | -0.17 | 0.53 | 2.27 | 1.82 | 0.0 | 1.12 | 1.31 | -1.11 |
Draw Down(%) | NA | 4.4 | 6.2 | 20.1 | 20.1 | 20.1 | NA | 42.9 | 6.2 | 20.1 | 2.9 | 17.5 | 2.1 | 9.8 | 1.0 | 5.7 | 7.5 | 4.6 | 5.7 | 6.0 | 14.0 | 9.9 | 19.6 | 40.2 |
Standard Deviation(%) | NA | 8.5 | 7.8 | 8.5 | 9.0 | 7.7 | NA | 11.4 | 7.0 | 10.9 | 6.1 | 12.6 | 4.6 | 6.9 | 3.3 | 6.7 | 7.1 | 6.3 | 6.8 | 7.2 | 14.2 | 12.8 | 18.8 | 28.5 |
Treynor Ratio | NA | 0.0 | 0.0 | -0.09 | 0.05 | 0.05 | NA | 0.04 | 0.0 | -0.15 | 1.14 | 0.11 | 0.13 | -0.05 | 0.12 | 0.05 | -0.01 | 0.03 | 0.15 | 0.13 | 0.0 | 0.12 | 0.24 | -0.3 |
Alpha | NA | NA | NA | -0.01 | 0.01 | 0.0 | NA | 0.0 | NA | -0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 |
Beta | NA | NA | NA | 0.21 | 0.55 | 0.7 | NA | 0.95 | NA | 1.17 | 0.09 | 1.08 | 1.11 | 1.15 | 1.08 | 1.01 | 1.0 | 0.98 | 1.05 | 0.99 | 1.08 | 1.18 | 1.04 | 1.04 |
RSquared | NA | 0.0 | 0.0 | 0.05 | 0.29 | 0.45 | NA | 0.78 | 0.0 | 0.4 | 0.04 | 0.97 | 0.93 | 0.96 | 0.87 | 0.97 | 0.96 | 0.7 | 0.9 | 0.92 | 0.98 | 0.98 | 0.87 | 0.96 |
Yield(%) | N/A | 0.0 | 4.8 | 5.9 | 7.2 | 6.4 | 8.2 | N/A | 5.0 | 6.4 | 8.1 | 5.9 | 13.1 | 8.3 | 7.9 | 3.7 | 8.0 | 5.8 | 5.7 | 4.9 | 3.7 | 4.7 | 2.8 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -36.9 | -29.9 | 1.6 | N/A | N/A | N/A | -38.1 | -21.3 | 45.5 | -53.8 | 36.8 | 10.1 | 119.4 | -58.1 | 38.7 | 6.9 | 28.9 | 25.0 | -14.3 | 110.0 | 42.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2008
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