Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTAPX (PRINCIPAL LIFETIME 2015 FUND R-3) | 4.73% | 5.82% | 4.45% | 0.93% | 2.92% | 4.78% | NA | 3.69% |
Data as of 07/15/2025, AR inception is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTAPX (PRINCIPAL LIFETIME 2015 FUND R-3) | 03/05/2008 | 07/15/2025 |
| 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 (%) | -0.24 | 5.82 | 4.45 | 0.93 | 2.92 | 4.78 | NA | 3.69 | 4.73 | -0.50 | 8.72 | -18.39 | 1.03 | 7.49 | 15.55 | -5.22 | 12.50 | 5.03 | -1.74 | 3.24 | 14.19 | 12.45 | -0.60 | 13.89 | 23.95 | -26.99 |
| Sharpe Ratio | NA | 0.49 | 0.16 | -0.11 | 0.20 | NA | NA | 0.25 | 0.88 | -0.96 | 0.68 | -1.72 | 0.12 | 0.55 | 3.04 | -0.95 | 3.58 | 0.71 | -0.25 | 0.52 | 2.13 | 1.73 | -0.04 | 1.09 | 1.26 | -1.14 |
| Standard Deviation(%) | NA | 6.89 | 7.92 | 8.37 | 8.01 | NA | NA | 11.23 | 7.89 | 7.40 | 6.67 | 11.56 | 8.32 | 13.09 | 4.66 | 6.87 | 3.33 | 6.79 | 7.11 | 6.15 | 6.64 | 7.21 | 14.15 | 12.70 | 18.91 | 28.46 |
| Draw Down(%) | NA | 6.02 | 10.71 | 23.78 | 23.78 | NA | NA | 43.43 | 5.94 | 8.74 | 6.24 | 18.76 | 8.00 | 17.51 | 2.12 | 10.26 | 1.02 | 5.77 | 7.77 | 4.65 | 5.82 | 6.04 | 14.23 | 9.96 | 19.73 | 40.57 |
| Yield(%) | 0.00 | 6.34 | 3.67 | 2.68 | 4.68 | 5.45 | 3.77 | 4.43 | 0.00 | 6.70 | 2.68 | 1.74 | 2.08 | 1.54 | 12.81 | 7.90 | 7.51 | 3.17 | 7.64 | 5.34 | 5.23 | 4.35 | 3.24 | 4.25 | 2.38 | 1.33 |
Data as of 07/15/2025, AR inception is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTAPX (PRINCIPAL LIFETIME 2015 FUND R-3) |
-4.61%
Nov 2020 - Nov 2023 |
-0.60%
Dec 2017 - Dec 2022 |
1.96%
Oct 2013 - Oct 2023 |
2.81%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTAPX (PRINCIPAL LIFETIME 2015 FUND R-3) |
20.13%
Feb 2009 - Feb 2012 |
15.86%
Feb 2009 - Feb 2014 |
9.60%
Feb 2009 - Feb 2019 |
6.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart