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LTIUX: PRINCIPAL LIFETIME 2035 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 12.72 0.08(0.63%) May 06
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (81%) |
Start Date: | 03/05/2008 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 3.99% |
Expenses | 0.62% |
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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(%) | 1.3 | 1.9 | 15.8 | 2.2 | 7.4 | 7.1 | 9.5 | 6.6 | 19.3 | -19.8 | 17.3 | 15.8 | 23.5 | -7.3 | 19.7 | 5.3 | -0.8 | 4.5 | 22.8 | 16.4 | -2.9 | 15.6 | 28.2 | -31.3 |
Sharpe Ratio | NA | 0.01 | 1.1 | -0.04 | 0.37 | 0.46 | NA | 0.35 | 1.53 | -1.21 | 1.67 | 0.64 | 2.53 | -0.72 | 3.55 | 0.47 | -0.07 | 0.48 | 2.35 | 1.49 | -0.14 | 0.94 | 1.18 | -1.0 |
Draw Down(%) | NA | 4.4 | 9.2 | 25.7 | 28.1 | 28.1 | NA | 49.7 | 9.2 | 25.7 | 4.7 | 28.1 | 4.4 | 15.9 | 1.6 | 9.7 | 10.5 | 7.0 | 7.2 | 9.4 | 19.7 | 13.4 | 23.5 | 46.7 |
Standard Deviation(%) | NA | 10.0 | 9.8 | 13.0 | 15.4 | 13.0 | NA | 16.4 | 9.9 | 17.6 | 10.3 | 24.1 | 8.7 | 11.9 | 5.4 | 11.0 | 11.5 | 9.4 | 9.7 | 11.1 | 20.6 | 16.5 | 23.8 | 37.2 |
Treynor Ratio | NA | 0.0 | 0.11 | -0.01 | 0.06 | 0.06 | NA | 0.06 | 0.16 | -0.21 | 0.17 | 0.16 | 0.21 | -0.08 | 0.19 | 0.05 | -0.01 | 0.05 | 0.23 | 0.18 | -0.03 | 0.16 | 0.31 | -0.4 |
Alpha | NA | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.03 |
Beta | NA | 1.09 | 0.96 | 1.02 | 1.01 | 1.0 | NA | 0.96 | 0.96 | 1.03 | 1.04 | 0.99 | 1.03 | 1.03 | 1.04 | 0.96 | 0.96 | 0.91 | 0.98 | 0.93 | 0.96 | 0.98 | 0.9 | 0.94 |
RSquared | NA | 0.86 | 0.75 | 0.89 | 0.94 | 0.95 | NA | 0.95 | 0.8 | 0.94 | 0.85 | 0.99 | 0.99 | 0.98 | 0.95 | 0.98 | 0.98 | 0.76 | 0.95 | 0.95 | 0.98 | 0.99 | 0.88 | 0.98 |
Yield(%) | N/A | 0.0 | 4.4 | 5.4 | 6.5 | 6.3 | 8.6 | N/A | 4.7 | 5.7 | 7.6 | 5.9 | 8.4 | 6.6 | 6.2 | 4.4 | 5.3 | 6.9 | 6.3 | 4.5 | 2.4 | 3.7 | 2.5 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -37.9 | -3.7 | 17.6 | N/A | N/A | N/A | -37.0 | -19.8 | 40.3 | -19.1 | 8.5 | 22.4 | 45.7 | -23.3 | -24.1 | 23.4 | 60.0 | 73.9 | -28.1 | 88.2 | 21.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2008
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