Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) | NA | 23.17% | 5.09% | 9.52% | 8.29% | 9.32% | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTFLX (PRINCIPAL LIFETIME 2055 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 (%) | 1.31 | 23.17 | 5.09 | 9.52 | 8.29 | 9.32 | NA | … | … | 14.37 | 21.85 | -21.23 | 20.40 | 15.98 | 26.87 | -9.39 | 22.09 | 5.28 | -1.00 | 4.63 | 24.74 | 17.02 | -4.69 | 15.28 | 29.22 | -33.32 |
| Sharpe Ratio | NA | 1.71 | 0.09 | 0.40 | 0.44 | NA | NA | … | … | 1.08 | 1.48 | -1.02 | 1.66 | 0.51 | 2.31 | -0.75 | 3.37 | 0.38 | -0.08 | 0.43 | 2.28 | 1.35 | -0.20 | 0.84 | 1.12 | -0.97 |
| Standard Deviation(%) | NA | 11.28 | 16.42 | 19.30 | 16.15 | NA | NA | … | … | 11.38 | 12.39 | 22.34 | 12.31 | 30.58 | 10.99 | 14.43 | 6.38 | 13.33 | 13.65 | 10.69 | 10.83 | 12.70 | 23.39 | 18.07 | 25.98 | 40.79 |
| Draw Down(%) | NA | 7.00 | 28.09 | 33.57 | 33.57 | NA | NA | … | … | 7.00 | 10.91 | 28.09 | 5.93 | 33.57 | 5.70 | 19.20 | 1.86 | 11.65 | 12.11 | 8.13 | 7.64 | 11.16 | 22.04 | 14.65 | 24.85 | 49.26 |
| Yield(%) | 0.00 | 4.00 | 4.92 | 5.57 | 5.28 | 6.37 | 4.06 | … | … | 0.00 | 4.52 | 6.23 | 6.21 | 4.07 | 6.89 | 5.26 | 3.79 | 3.84 | 4.02 | 5.79 | 5.12 | 3.30 | 1.89 | 2.85 | 2.09 | 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 |
|---|---|---|---|---|
| LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) |
0.14%
May 2008 – May 2011 |
2.23%
Mar 2015 – Mar 2020 |
5.77%
May 2008 – May 2018 |
5.75%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) |
23.35%
Feb 2009 – Feb 2012 |
20.04%
Feb 2009 – Feb 2014 |
12.81%
Feb 2009 – Feb 2019 |
11.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart