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LTSEX: PRINCIPAL LIFETIME 2035 FUND R-4 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/29/2023 |
| 12-Mo. Yield | 1.09% |
| Expenses | 0.62% |
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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(%) | 1.0 | 15.2 | -1.9 | 3.9 | 5.1 | 7.0 | 5.4 | 12.1 | 13.0 | -22.8 | 8.9 | 11.2 | 23.1 | -7.8 | 19.3 | 4.9 | -1.1 | 4.5 | 22.1 | 15.8 | -3.2 | 15.2 | 27.7 | -31.5 |
| Sharpe Ratio | NA | 0.96 | -0.44 | 0.1 | 0.28 | NA | 0.27 | 0.76 | 0.88 | -1.33 | 0.79 | 0.47 | 2.5 | -0.77 | 3.51 | 0.42 | -0.1 | 0.47 | 2.27 | 1.43 | -0.16 | 0.91 | 1.16 | -1.02 |
| Draw Down(%) | NA | 4.5 | 26.5 | 28.2 | 28.2 | NA | 49.8 | 4.5 | 9.3 | 23.8 | 8.2 | 28.2 | 4.4 | 16.1 | 1.6 | 9.8 | 10.5 | 7.0 | 7.2 | 9.5 | 19.8 | 13.3 | 23.4 | 46.8 |
| Standard Deviation(%) | NA | 8.9 | 13.5 | 15.2 | 12.9 | NA | 16.1 | 8.5 | 10.0 | 18.3 | 11.2 | 23.1 | 8.7 | 11.9 | 5.3 | 11.1 | 11.5 | 9.4 | 9.7 | 11.1 | 20.7 | 16.5 | 23.9 | 36.8 |
| Treynor Ratio | NA | 0.08 | -0.08 | 0.02 | 0.04 | NA | 0.05 | 0.07 | 0.08 | -0.23 | 0.29 | 0.15 | 0.21 | -0.09 | 0.18 | 0.05 | -0.01 | 0.05 | 0.22 | 0.17 | -0.03 | 0.15 | 0.31 | -0.4 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.02 | -0.02 | 0.04 | 0.01 | 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 | 1.01 | 0.7 | 0.73 | 0.8 | NA | 0.88 | 0.98 | 1.05 | 1.03 | 0.3 | 0.73 | 1.02 | 1.03 | 1.02 | 0.97 | 0.96 | 0.91 | 0.99 | 0.94 | 0.96 | 0.98 | 0.9 | 0.93 |
| RSquared | NA | 0.92 | 0.59 | 0.6 | 0.7 | NA | 0.85 | 0.97 | 0.94 | 0.89 | 0.22 | 0.58 | 0.99 | 0.98 | 0.95 | 0.98 | 0.98 | 0.77 | 0.96 | 0.95 | 0.98 | 0.99 | 0.88 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 1.2 | 0.6 | 2.6 | 1.5 | 8.0 | 6.3 | 5.7 | 4.0 | 4.9 | 6.6 | 5.9 | 4.1 | 2.0 | 3.4 | 2.1 | 1.3 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 63.2 | -76.8 | 87.3 | -78.3 | 8.6 | 24.3 | 46.0 | -23.6 | -25.9 | 25.3 | 64.3 | 86.7 | -32.3 | 100.0 | 13.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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