Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTAOX (PRINCIPAL LIFETIME 2035 FUND R-3) | 6.10% | 15.76% | 12.86% | 3.37% | 7.05% | 6.93% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTAOX (PRINCIPAL LIFETIME 2035 FUND R-3) | 03/05/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 15.76 | 12.86 | 3.37 | 7.05 | 6.93 | NA | … | … | 6.10 | 13.69 | 9.50 | 15.86 | -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 | 1.58 | 1.00 | 0.07 | 0.42 | NA | NA | … | … | 1.14 | 0.97 | 0.70 | 1.27 | -1.31 | 0.77 | 0.46 | 2.47 | -0.78 | 3.44 | 0.41 | -0.12 | 0.48 | 2.23 | 1.41 | -0.16 | 0.92 | 1.15 | -1.01 |
| Standard Deviation(%) | NA | 8.61 | 9.87 | 12.25 | 12.83 | NA | NA | … | … | 10.60 | 11.18 | 8.44 | 9.72 | 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 | 6.67 | 11.11 | 27.80 | 28.17 | NA | NA | … | … | 6.67 | 11.11 | 4.38 | 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 | 8.72 | 6.58 | 3.75 | 5.02 | 5.35 | 4.18 | … | … | 0.00 | 9.10 | 5.69 | 4.14 | 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 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LTAOX (PRINCIPAL LIFETIME 2035 FUND R-3) |
-2.62%
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 |
9.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart