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LTRLX: PRINCIPAL LIFETIME 2045 FUND R-4 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/29/2023 |
| 12-Mo. Yield | 0.52% |
| Expenses | 0.66% |
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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 | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 17.5 | -1.3 | 5.1 | 5.9 | 7.7 | 5.9 | 15.1 | 15.0 | -25.0 | 11.8 | 12.5 | 25.4 | -8.7 | 21.0 | 5.2 | -1.2 | 4.8 | 23.8 | 16.7 | -3.9 | 15.3 | 28.6 | -32.9 |
| Sharpe Ratio | NA | 0.99 | -0.32 | 0.15 | 0.29 | NA | 0.27 | 0.94 | 0.89 | -1.18 | 0.94 | 0.46 | 2.38 | -0.74 | 3.4 | 0.4 | -0.09 | 0.47 | 2.27 | 1.39 | -0.18 | 0.86 | 1.12 | -0.99 |
| Draw Down(%) | NA | 6.4 | 28.0 | 31.6 | 31.6 | NA | 51.7 | 6.4 | 10.6 | 25.8 | 8.6 | 31.6 | 5.2 | 18.0 | 1.8 | 11.0 | 11.5 | 7.8 | 7.5 | 10.5 | 21.1 | 14.3 | 24.5 | 48.7 |
| Standard Deviation(%) | NA | 11.0 | 16.4 | 18.0 | 15.1 | NA | 17.9 | 10.4 | 12.3 | 22.4 | 12.6 | 26.4 | 10.1 | 13.5 | 6.0 | 12.6 | 12.8 | 10.2 | 10.5 | 12.1 | 22.2 | 17.6 | 25.4 | 39.4 |
| Treynor Ratio | NA | 0.1 | -0.06 | 0.03 | 0.05 | NA | 0.05 | 0.1 | 0.1 | -0.25 | 0.24 | 0.17 | 0.41 | -0.11 | 0.2 | 0.05 | -0.01 | 0.05 | 0.23 | 0.17 | -0.04 | 0.15 | 0.3 | -0.4 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.02 | -0.03 | 0.04 | 0.01 | 0.04 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 |
| Beta | NA | 1.06 | 0.88 | 0.8 | 0.82 | NA | 0.91 | 1.02 | 1.1 | 1.07 | 0.48 | 0.7 | 0.58 | 0.87 | 1.01 | 0.98 | 0.97 | 0.92 | 1.02 | 0.98 | 1.01 | 1.04 | 0.96 | 0.98 |
| RSquared | NA | 0.91 | 0.73 | 0.67 | 0.73 | NA | 0.84 | 0.97 | 0.94 | 0.89 | 0.39 | 0.59 | 0.65 | 0.9 | 0.96 | 0.98 | 0.98 | 0.77 | 0.97 | 0.95 | 0.98 | 0.99 | 0.88 | 0.96 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.6 | 0.2 | 2.9 | 1.5 | 7.8 | 6.0 | 4.9 | 4.3 | 4.8 | 6.7 | 5.6 | 3.8 | 1.9 | 3.3 | 2.0 | 1.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 153.6 | -93.4 | 115.4 | -77.9 | 9.6 | 43.6 | 18.0 | -17.7 | -27.8 | 36.1 | 67.6 | 84.6 | -34.3 | 108.3 | 7.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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