Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) | 1.69% | 1.99% | 2.21% | 1.54% | 2.79% | 4.78% | NA | 3.92% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) | 03/05/2008 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 03/05/2008.
AR inception is since 03/05/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 1.99 | 2.21 | 1.54 | 2.79 | 4.78 | NA | 3.92 | 1.69 | 2.95 | 9.34 | -17.74 | 1.83 | 8.11 | 16.29 | -4.70 | 13.20 | 5.54 | -1.19 | 3.35 | 15.37 | 13.08 | 0.01 | 14.44 | 24.81 | -26.36 |
| Sharpe Ratio | NA | -0.55 | -0.25 | -0.13 | 0.13 | NA | NA | 0.25 | 0.21 | -0.55 | 0.77 | -1.66 | 0.22 | 0.60 | 3.22 | -0.87 | 3.78 | 0.80 | -0.17 | 0.53 | 2.27 | 1.82 | 0.00 | 1.12 | 1.31 | -1.11 |
| Standard Deviation(%) | NA | 7.83 | 8.54 | 8.68 | 8.07 | NA | NA | 11.31 | 8.97 | 6.68 | 6.70 | 11.59 | 8.16 | 13.00 | 4.63 | 6.92 | 3.34 | 6.70 | 7.12 | 6.29 | 6.77 | 7.23 | 14.18 | 12.77 | 18.82 | 28.49 |
| Draw Down(%) | NA | 9.14 | 10.28 | 22.96 | 22.96 | NA | NA | 42.91 | 5.98 | 6.25 | 6.16 | 18.14 | 7.66 | 17.49 | 2.07 | 9.78 | 1.02 | 5.66 | 7.54 | 4.65 | 5.72 | 5.95 | 14.04 | 9.95 | 19.59 | 40.15 |
| Yield(%) | 0.00 | 3.23 | 2.89 | 2.69 | 4.79 | 5.64 | 4.04 | 4.76 | 0.00 | 3.33 | 3.23 | 2.25 | 2.65 | 2.09 | 13.15 | 8.34 | 7.99 | 3.72 | 8.03 | 5.81 | 5.71 | 4.87 | 3.69 | 4.67 | 2.84 | 1.46 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) |
-3.94%
Nov 2020 - Nov 2023 |
0.07%
Dec 2017 - Dec 2022 |
2.58%
Oct 2013 - Oct 2023 |
3.45%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) |
20.81%
Feb 2009 - Feb 2012 |
16.54%
Feb 2009 - Feb 2014 |
10.22%
Feb 2009 - Feb 2019 |
7.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart