Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTEEX (PRINCIPAL LIFETIME 2025 FUND R-4) | NA | 12.29% | -2.29% | 2.46% | 4.06% | 6.05% | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTEEX (PRINCIPAL LIFETIME 2025 FUND R-4) | 03/05/2008 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 12.29 | -2.29 | 2.46 | 4.06 | 6.05 | NA | … | … | 9.47 | 10.53 | -20.46 | 5.14 | 9.62 | 20.01 | -6.76 | 16.34 | 5.61 | -1.55 | 4.03 | 18.72 | 14.68 | -2.01 | 14.60 | 26.40 | -29.70 |
| Sharpe Ratio | NA | 1.24 | -0.51 | 0.06 | 0.27 | NA | NA | … | … | 1.03 | 0.87 | -1.52 | 0.53 | 0.51 | 2.75 | -0.86 | 3.56 | 0.58 | -0.16 | 0.51 | 2.21 | 1.56 | -0.11 | 0.98 | 1.22 | -1.06 |
| Standard Deviation(%) | NA | 7.01 | 10.88 | 12.16 | 10.40 | NA | NA | … | … | 6.67 | 7.95 | 14.42 | 9.70 | 18.17 | 6.74 | 9.55 | 4.42 | 9.33 | 9.64 | 7.93 | 8.45 | 9.47 | 18.19 | 14.86 | 21.62 | 33.48 |
| Draw Down(%) | NA | 3.52 | 24.02 | 25.14 | 25.14 | NA | NA | … | … | 3.52 | 7.56 | 20.61 | 8.11 | 23.32 | 3.39 | 13.58 | 1.24 | 8.01 | 9.53 | 5.95 | 6.81 | 7.96 | 17.71 | 11.81 | 21.84 | 44.37 |
| Yield(%) | 0.00 | 1.65 | 1.51 | 2.58 | 3.80 | 4.79 | 3.16 | … | … | 0.00 | 1.77 | 1.19 | 2.28 | 1.62 | 7.40 | 5.26 | 4.84 | 3.45 | 7.77 | 5.97 | 6.08 | 4.42 | 2.29 | 3.51 | 2.41 | 1.36 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| LTEEX (PRINCIPAL LIFETIME 2025 FUND R-4) |
-4.01%
Apr 2021 – Apr 2024 |
0.51%
Dec 2017 – Dec 2022 |
3.17%
Oct 2013 – Oct 2023 |
3.73%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTEEX (PRINCIPAL LIFETIME 2025 FUND R-4) |
21.80%
Feb 2009 – Feb 2012 |
17.87%
Feb 2009 – Feb 2014 |
11.12%
Feb 2009 – Feb 2019 |
8.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart