Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTAPX (PRINCIPAL LIFETIME 2015 FUND R-3) | 3.67% | 10.32% | 8.67% | 1.11% | 4.07% | 4.44% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTAPX (PRINCIPAL LIFETIME 2015 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 (%) | 0.24 | 10.32 | 8.67 | 1.11 | 4.07 | 4.44 | NA | … | … | 3.67 | 9.99 | 6.17 | 10.58 | -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 | 1.51 | 0.91 | -0.17 | 0.32 | NA | NA | … | … | 0.91 | 1.11 | 0.46 | 1.10 | -1.72 | 0.12 | 0.55 | 3.02 | -0.96 | 3.58 | 0.71 | -0.25 | 0.52 | 2.13 | 1.73 | -0.04 | 1.09 | 1.26 | -1.14 |
| Standard Deviation(%) | NA | 5.34 | 6.16 | 7.97 | 7.80 | NA | NA | … | … | 6.64 | 6.40 | 5.51 | 6.35 | 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 | 4.33 | 6.24 | 23.78 | 23.78 | NA | NA | … | … | 4.33 | 5.94 | 2.96 | 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 | 11.17 | 7.60 | 4.33 | 5.39 | 5.34 | 4.30 | … | … | 0.00 | 11.56 | 6.70 | 4.53 | 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 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 |
|---|---|---|---|---|
| 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 |
6.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart