Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTFDX (PRINCIPAL LIFETIME 2055 FUND R-3) | 8.96% | 21.60% | 16.77% | 5.57% | 9.10% | 8.41% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTFDX (PRINCIPAL LIFETIME 2055 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 (%) | 0.66 | 21.60 | 16.77 | 5.57 | 9.10 | 8.41 | NA | … | … | 8.96 | 17.13 | 12.67 | 19.66 | -24.92 | 13.63 | 13.01 | 26.59 | -9.52 | 21.83 | 5.09 | -1.21 | 4.57 | 24.39 | 16.77 | -4.93 | 15.12 | 28.93 | -33.42 |
| Sharpe Ratio | NA | 1.62 | 1.02 | 0.19 | 0.46 | NA | NA | … | … | 1.31 | 0.90 | 0.80 | 1.30 | -1.13 | 1.05 | 0.45 | 2.30 | -0.76 | 3.31 | 0.37 | -0.09 | 0.43 | 2.26 | 1.33 | -0.21 | 0.83 | 1.10 | -0.97 |
| Standard Deviation(%) | NA | 11.80 | 13.39 | 15.84 | 16.09 | NA | NA | … | … | 14.37 | 15.86 | 11.29 | 12.37 | 23.32 | 12.98 | 28.44 | 10.91 | 14.39 | 6.42 | 13.30 | 13.65 | 10.66 | 10.76 | 12.65 | 23.31 | 18.01 | 26.10 | 40.57 |
| Draw Down(%) | NA | 8.75 | 15.78 | 29.30 | 33.57 | NA | NA | … | … | 8.75 | 15.78 | 7.10 | 10.94 | 26.47 | 8.02 | 33.57 | 5.69 | 19.37 | 1.96 | 11.72 | 12.11 | 8.18 | 7.68 | 11.10 | 22.03 | 14.70 | 24.89 | 49.35 |
| Yield(%) | 0.00 | 8.78 | 6.68 | 3.79 | 5.03 | 5.34 | 4.10 | … | … | 0.00 | 9.23 | 5.09 | 4.40 | 0.54 | 2.78 | 1.28 | 6.80 | 5.18 | 3.66 | 3.73 | 3.92 | 5.64 | 5.00 | 3.12 | 1.78 | 2.67 | 1.91 | 1.15 |
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 |
|---|---|---|---|---|
| LTFDX (PRINCIPAL LIFETIME 2055 FUND R-3) |
-1.32%
Apr 2021 – Apr 2024 |
2.00%
Dec 2017 – Dec 2022 |
4.78%
Oct 2013 – Oct 2023 |
4.66%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTFDX (PRINCIPAL LIFETIME 2055 FUND R-3) |
23.08%
Feb 2009 – Feb 2012 |
19.81%
Feb 2009 – Feb 2014 |
12.59%
Feb 2009 – Feb 2019 |
10.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart