Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTFGX (PRINCIPAL LIFETIME 2055 FUND R-1) | NA | 18.81% | -0.15% | 5.49% | 6.02% | 7.61% | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTFGX (PRINCIPAL LIFETIME 2055 FUND R-1) | 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 (%) | 1.28 | 18.81 | -0.15 | 5.49 | 6.02 | 7.61 | NA | … | … | 15.70 | 15.68 | -25.51 | 13.19 | 12.70 | 26.16 | -9.75 | 21.48 | 4.75 | -1.56 | 4.70 | 23.61 | 16.33 | -5.21 | 14.76 | 28.53 | -33.62 |
| Sharpe Ratio | NA | 1.02 | -0.29 | 0.16 | 0.28 | NA | NA | … | … | 0.94 | 0.90 | -1.16 | 1.01 | 0.44 | 2.26 | -0.77 | 3.27 | 0.34 | -0.12 | 0.44 | 2.18 | 1.29 | -0.23 | 0.82 | 1.10 | -0.97 |
| Standard Deviation(%) | NA | 11.71 | 17.07 | 19.01 | 15.96 | NA | NA | … | … | 11.25 | 12.86 | 23.32 | 13.02 | 28.42 | 10.94 | 14.41 | 6.40 | 13.32 | 13.60 | 10.58 | 10.79 | 12.76 | 23.23 | 17.96 | 25.90 | 40.96 |
| Draw Down(%) | NA | 7.11 | 28.32 | 33.53 | 33.53 | NA | NA | … | … | 7.11 | 10.99 | 26.63 | 8.15 | 33.53 | 5.74 | 19.64 | 1.90 | 11.72 | 12.29 | 8.25 | 7.65 | 11.08 | 22.16 | 14.78 | 24.96 | 49.40 |
| Yield(%) | 0.00 | 0.18 | 0.80 | 1.81 | 2.98 | 3.90 | 2.48 | … | … | 0.00 | 0.21 | 0.04 | 2.53 | 0.97 | 6.31 | 4.91 | 3.27 | 3.46 | 3.60 | 5.41 | 4.62 | 2.84 | 1.53 | 2.38 | 1.73 | 1.15 |
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 |
|---|---|---|---|---|
| LTFGX (PRINCIPAL LIFETIME 2055 FUND R-1) |
-2.80%
Apr 2021 – Apr 2024 |
1.59%
Dec 2017 – Dec 2022 |
4.41%
Oct 2013 – Oct 2023 |
4.30%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTFGX (PRINCIPAL LIFETIME 2055 FUND R-1) |
22.78%
Feb 2009 – Feb 2012 |
19.49%
Feb 2009 – Feb 2014 |
12.27%
Feb 2009 – Feb 2019 |
9.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart