Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTASX (PRINCIPAL LIFETIME 2015 FUND R-2) | NA | 13.09% | 7.42% | 8.04% | 6.05% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTASX (PRINCIPAL LIFETIME 2015 FUND R-2) | 03/05/2008 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 13.09 | 7.42 | 8.04 | 6.05 | NA | NA | … | … | 1.13 | 9.79 | 15.33 | -5.37 | 12.27 | 4.83 | -1.91 | 3.28 | 13.71 | 12.28 | -0.73 | 13.56 | 23.93 | -27.08 |
| Sharpe Ratio | NA | 1.14 | 0.75 | 0.98 | 0.70 | NA | NA | … | … | 1.08 | 0.75 | 3.04 | -0.96 | 3.62 | 0.68 | -0.27 | 0.54 | 2.08 | 1.71 | -0.05 | 1.06 | 1.26 | -1.14 |
| Standard Deviation(%) | NA | 12.64 | 8.60 | 7.42 | 8.13 | NA | NA | … | … | 6.93 | 12.63 | 4.58 | 6.96 | 3.23 | 6.75 | 7.12 | 6.08 | 6.59 | 7.21 | 14.13 | 12.73 | 18.97 | 28.55 |
| Draw Down(%) | NA | 15.76 | 17.47 | 17.47 | 17.47 | NA | NA | … | … | 1.93 | 17.47 | 2.11 | 10.41 | 0.99 | 5.75 | 7.86 | 4.65 | 5.82 | 6.04 | 14.17 | 10.09 | 19.75 | 40.66 |
| Yield(%) | 0.00 | 5.09 | 7.72 | 7.08 | 5.92 | 4.31 | 3.23 | … | … | 0.00 | 5.03 | 12.39 | 7.59 | 7.20 | 2.76 | 7.36 | 5.09 | 4.96 | 4.18 | 2.90 | 4.03 | 2.33 | 1.34 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| LTASX (PRINCIPAL LIFETIME 2015 FUND R-2) |
1.48%
May 2008 – May 2011 |
2.23%
Mar 2015 – Mar 2020 |
3.99%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTASX (PRINCIPAL LIFETIME 2015 FUND R-2) |
19.96%
Feb 2009 – Feb 2012 |
15.68%
Feb 2009 – Feb 2014 |
9.41%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart