Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LTAOX (PRINCIPAL LIFETIME 2035 FUND R-3) | 5.05% | 3.71% | 3.46% | 4.60% | 4.98% | 4.42% | 6.63% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTAOX (PRINCIPAL LIFETIME 2035 FUND R-3) | 03/05/2008 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 03/05/2008.
AR inception is since 03/05/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.47 | 3.46 | 4.60 | 4.98 | 4.42 | 6.63 | NA | 5.05 | 3.71 | 5.70 | 13.59 | -22.47 | 8.67 | 10.96 | 22.88 | -7.94 | 19.05 | 4.73 | -1.32 | 4.48 | 21.64 | 15.57 | -3.38 | 15.31 | 27.50 | -31.59 |
| Sharpe Ratio | NA | -0.23 | 0.02 | 0.21 | 0.21 | NA | NA | 0.24 | 0.46 | -0.10 | 0.93 | -1.30 | 0.77 | 0.46 | 2.48 | -0.77 | 3.44 | 0.41 | -0.12 | 0.48 | 2.23 | 1.41 | -0.16 | 0.92 | 1.15 | -1.01 |
| Standard Deviation(%) | NA | 12.32 | 13.02 | 13.42 | 13.23 | NA | NA | 16.18 | 15.83 | 9.28 | 10.10 | 18.37 | 11.22 | 23.20 | 8.66 | 11.99 | 5.37 | 11.09 | 11.41 | 9.27 | 9.70 | 11.06 | 20.70 | 16.49 | 23.88 | 37.14 |
| Draw Down(%) | NA | 14.20 | 14.20 | 27.80 | 28.17 | NA | NA | 49.88 | 11.11 | 7.37 | 9.30 | 23.89 | 8.25 | 28.17 | 4.43 | 16.24 | 1.59 | 9.82 | 10.61 | 7.02 | 7.20 | 9.51 | 19.84 | 13.18 | 23.48 | 46.88 |
| Yield(%) | 0.00 | 1.74 | 1.56 | 1.88 | 3.49 | 4.90 | 3.27 | 3.85 | 0.00 | 1.86 | 1.89 | 0.92 | 2.44 | 1.34 | 7.87 | 6.12 | 5.63 | 3.86 | 4.79 | 6.45 | 5.72 | 3.89 | 1.91 | 3.56 | 2.01 | 1.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTAOX (PRINCIPAL LIFETIME 2035 FUND R-3) |
-3.26%
Apr 2021 - Apr 2024 |
1.12%
Dec 2017 - Dec 2022 |
3.81%
Oct 2013 - Oct 2023 |
4.14%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTAOX (PRINCIPAL LIFETIME 2035 FUND R-3) |
22.60%
Feb 2009 - Feb 2012 |
18.99%
Feb 2009 - Feb 2014 |
11.88%
Feb 2009 - Feb 2019 |
9.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart