Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTFPX (PRINCIPAL LIFETIME 2055 FUND R-5) | 9.12% | 21.93% | 17.12% | 5.94% | 9.47% | 8.76% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTFPX (PRINCIPAL LIFETIME 2055 FUND R-5) | 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 (%) | 0.65 | 21.93 | 17.12 | 5.94 | 9.47 | 8.76 | NA | … | … | 9.12 | 17.45 | 13.06 | 20.01 | -24.58 | 13.99 | 13.51 | 26.93 | -9.23 | 22.26 | 5.40 | -0.92 | 4.73 | 25.06 | 17.10 | -4.66 | 15.47 | 29.25 | -33.22 |
| Sharpe Ratio | NA | 1.65 | 1.05 | 0.22 | 0.49 | NA | NA | … | … | 1.35 | 0.92 | 0.83 | 1.34 | -1.12 | 1.08 | 0.46 | 2.32 | -0.74 | 3.39 | 0.39 | -0.07 | 0.44 | 2.32 | 1.36 | -0.20 | 0.85 | 1.12 | -0.96 |
| Standard Deviation(%) | NA | 11.81 | 13.40 | 15.83 | 16.08 | NA | NA | … | … | 14.38 | 15.87 | 11.32 | 12.30 | 23.32 | 12.95 | 28.42 | 10.95 | 14.37 | 6.40 | 13.32 | 13.60 | 10.70 | 10.79 | 12.67 | 23.35 | 18.07 | 25.92 | 40.85 |
| Draw Down(%) | NA | 8.78 | 15.71 | 29.09 | 33.52 | NA | NA | … | … | 8.78 | 15.71 | 7.02 | 10.87 | 26.33 | 7.99 | 33.52 | 5.68 | 19.12 | 1.86 | 11.71 | 12.08 | 8.11 | 7.63 | 11.04 | 21.92 | 14.63 | 24.82 | 49.31 |
| Yield(%) | 0.00 | 8.92 | 6.90 | 4.00 | 5.34 | 5.68 | 4.39 | … | … | 0.00 | 9.40 | 5.35 | 4.62 | 0.77 | 3.04 | 1.57 | 7.03 | 5.44 | 3.93 | 3.87 | 4.09 | 5.89 | 5.25 | 3.40 | 2.01 | 2.94 | 2.16 | 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 |
|---|---|---|---|---|
| LTFPX (PRINCIPAL LIFETIME 2055 FUND R-5) |
-0.94%
Apr 2021 – Apr 2024 |
2.36%
Mar 2015 – Mar 2020 |
5.14%
Oct 2013 – Oct 2023 |
5.00%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTFPX (PRINCIPAL LIFETIME 2055 FUND R-5) |
23.50%
Feb 2009 – Feb 2012 |
20.19%
Feb 2009 – Feb 2014 |
12.95%
Feb 2009 – Feb 2019 |
10.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart