Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTFSX (PRINCIPAL LIFETIME 2055 FUND R-2) | NA | 27.57% | 11.45% | 13.08% | 9.19% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTFSX (PRINCIPAL LIFETIME 2055 FUND R-2) | 03/05/2008 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 27.57 | 11.45 | 13.08 | 9.19 | NA | NA | … | … | 4.64 | 14.52 | 26.26 | -9.69 | 21.71 | 4.86 | -1.38 | 4.62 | 23.96 | 16.51 | -5.11 | 14.98 | 28.58 | -33.52 |
| Sharpe Ratio | NA | 1.02 | 0.51 | 0.72 | 0.54 | NA | NA | … | … | 2.20 | 0.46 | 2.27 | -0.77 | 3.31 | 0.35 | -0.10 | 0.43 | 2.23 | 1.30 | -0.22 | 0.83 | 1.10 | -0.98 |
| Standard Deviation(%) | NA | 30.53 | 20.46 | 17.05 | 16.16 | NA | NA | … | … | 15.44 | 30.60 | 10.96 | 14.40 | 6.40 | 13.32 | 13.67 | 10.62 | 10.72 | 12.73 | 23.28 | 17.96 | 25.95 | 40.52 |
| Draw Down(%) | NA | 28.68 | 33.60 | 33.60 | 33.60 | NA | NA | … | … | 4.23 | 33.60 | 5.79 | 19.46 | 1.89 | 11.70 | 12.18 | 8.15 | 7.72 | 11.14 | 22.06 | 14.75 | 24.81 | 49.44 |
| Yield(%) | 0.00 | 4.03 | 4.88 | 5.13 | 4.83 | 3.41 | 2.55 | … | … | 0.00 | 3.79 | 6.54 | 5.09 | 3.44 | 3.49 | 3.78 | 5.51 | 4.79 | 3.05 | 1.41 | 2.73 | 1.82 | 1.15 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| LTFSX (PRINCIPAL LIFETIME 2055 FUND R-2) |
-0.23%
May 2008 – May 2011 |
1.88%
Mar 2015 – Mar 2020 |
5.38%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTFSX (PRINCIPAL LIFETIME 2055 FUND R-2) |
22.94%
Feb 2009 – Feb 2012 |
19.62%
Feb 2009 – Feb 2014 |
12.41%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart