Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTANX (PRINCIPAL LIFETIME 2035 FUND R-1) | NA | 14.79% | -1.75% | 3.43% | 4.63% | 6.53% | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTANX (PRINCIPAL LIFETIME 2035 FUND R-1) | 03/05/2008 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 14.79 | -1.75 | 3.43 | 4.63 | 6.53 | NA | … | … | 11.60 | 12.62 | -23.08 | 8.35 | 10.53 | 22.50 | -8.21 | 18.65 | 4.47 | -1.66 | 4.51 | 20.81 | 15.34 | -3.74 | 14.90 | 26.99 | -31.64 |
| Sharpe Ratio | NA | 0.92 | -0.47 | 0.07 | 0.24 | NA | NA | … | … | 0.70 | 0.84 | -1.34 | 0.74 | 0.44 | 2.43 | -0.80 | 3.31 | 0.38 | -0.15 | 0.48 | 2.17 | 1.39 | -0.18 | 0.90 | 1.13 | -1.02 |
| Standard Deviation(%) | NA | 8.84 | 13.52 | 15.27 | 12.95 | NA | NA | … | … | 8.41 | 10.08 | 18.32 | 11.22 | 23.09 | 8.69 | 11.97 | 5.47 | 11.11 | 11.47 | 9.29 | 9.56 | 11.13 | 20.54 | 16.47 | 23.86 | 36.67 |
| Draw Down(%) | NA | 4.56 | 26.90 | 28.23 | 28.23 | NA | NA | … | … | 4.56 | 9.34 | 24.08 | 8.29 | 28.23 | 4.45 | 16.52 | 1.68 | 9.74 | 10.73 | 7.05 | 7.23 | 9.55 | 19.92 | 13.23 | 23.62 | 46.92 |
| Yield(%) | 0.00 | 0.81 | 0.97 | 2.11 | 3.44 | 4.38 | 2.83 | … | … | 0.00 | 0.89 | 0.36 | 2.11 | 0.98 | 7.46 | 5.81 | 5.29 | 3.59 | 4.46 | 6.11 | 5.29 | 3.51 | 1.57 | 3.25 | 1.80 | 1.19 |
Data as of 11/25/2024, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTANX (PRINCIPAL LIFETIME 2035 FUND R-1) |
-3.89%
Apr 2021 – Apr 2024 |
0.71%
Dec 2017 – Dec 2022 |
3.43%
Oct 2013 – Oct 2023 |
3.78%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTANX (PRINCIPAL LIFETIME 2035 FUND R-1) |
22.23%
Feb 2009 – Feb 2012 |
18.62%
Feb 2009 – Feb 2014 |
11.54%
Feb 2009 – Feb 2019 |
8.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart