Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) | 8.75% | 21.86% | 17.24% | 6.31% | 9.77% | 8.93% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) | 03/05/2008 | 06/03/2026 |
| 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 (%) | 0.64 | 21.86 | 17.24 | 6.31 | 9.77 | 8.93 | NA | … | … | 8.75 | 17.81 | 13.31 | 20.34 | -24.36 | 14.39 | 13.84 | 27.24 | -9.00 | 22.53 | 5.71 | -0.75 | 4.87 | 25.43 | 17.41 | -4.34 | 15.73 | 29.74 | -33.12 |
| Sharpe Ratio | NA | 1.67 | 1.07 | 0.24 | 0.51 | NA | NA | … | … | 1.35 | 0.94 | 0.86 | 1.37 | -1.12 | 1.11 | 0.48 | 2.35 | -0.72 | 3.45 | 0.41 | -0.06 | 0.45 | 2.35 | 1.38 | -0.19 | 0.86 | 1.14 | -0.97 |
| Standard Deviation(%) | NA | 11.84 | 13.41 | 15.80 | 16.08 | NA | NA | … | … | 14.39 | 15.93 | 11.31 | 12.32 | 23.20 | 12.93 | 28.42 | 10.95 | 14.38 | 6.37 | 13.33 | 13.57 | 10.75 | 10.79 | 12.72 | 23.24 | 18.09 | 25.98 | 40.38 |
| Draw Down(%) | NA | 8.71 | 15.70 | 28.88 | 33.50 | NA | NA | … | … | 8.71 | 15.70 | 7.07 | 10.81 | 26.16 | 7.91 | 33.50 | 5.68 | 18.91 | 1.91 | 11.59 | 11.95 | 8.10 | 7.65 | 11.06 | 21.77 | 14.55 | 24.63 | 49.12 |
| Yield(%) | 0.00 | 8.99 | 7.03 | 4.18 | 5.59 | 5.87 | 4.62 | … | … | 0.00 | 9.47 | 5.47 | 4.81 | 0.95 | 3.28 | 1.76 | 7.24 | 5.58 | 4.13 | 4.12 | 4.29 | 6.03 | 5.38 | 3.58 | 2.19 | 3.14 | 2.23 | 1.15 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) |
-0.64%
Apr 2021 – Apr 2024 |
2.61%
Mar 2015 – Mar 2020 |
5.42%
Oct 2013 – Oct 2023 |
5.28%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) |
23.82%
Feb 2009 – Feb 2012 |
20.48%
Feb 2009 – Feb 2014 |
13.23%
Feb 2009 – Feb 2019 |
11.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart