Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTIUX (PRINCIPAL LIFETIME 2035 FUND INSTITUTIONAL CLASS) | 6.40% | 16.44% | 13.50% | 4.02% | 7.70% | 7.56% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTIUX (PRINCIPAL LIFETIME 2035 FUND INSTITUTIONAL CLASS) | 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 (%) | 0.43 | 16.44 | 13.50 | 4.02 | 7.70 | 7.56 | NA | … | … | 6.40 | 14.26 | 10.14 | 16.50 | -21.88 | 9.41 | 11.68 | 23.47 | -7.34 | 19.71 | 5.33 | -0.79 | 4.52 | 22.83 | 16.37 | -2.87 | 15.58 | 28.17 | -31.28 |
| Sharpe Ratio | NA | 1.65 | 1.06 | 0.13 | 0.48 | NA | NA | … | … | 1.22 | 1.02 | 0.77 | 1.34 | -1.28 | 0.84 | 0.49 | 2.52 | -0.73 | 3.55 | 0.46 | -0.07 | 0.48 | 2.35 | 1.49 | -0.14 | 0.94 | 1.18 | -1.00 |
| Standard Deviation(%) | NA | 8.63 | 9.90 | 12.20 | 12.78 | NA | NA | … | … | 10.57 | 11.20 | 8.51 | 9.70 | 18.21 | 11.20 | 23.03 | 8.71 | 11.95 | 5.40 | 11.00 | 11.52 | 9.44 | 9.70 | 11.07 | 20.57 | 16.50 | 23.77 | 37.24 |
| Draw Down(%) | NA | 6.57 | 11.08 | 27.33 | 28.12 | NA | NA | … | … | 6.57 | 11.08 | 4.50 | 9.17 | 23.57 | 8.07 | 28.12 | 4.36 | 15.87 | 1.56 | 9.71 | 10.47 | 7.01 | 7.21 | 9.43 | 19.67 | 13.37 | 23.52 | 46.74 |
| Yield(%) | 0.00 | 9.06 | 7.03 | 4.17 | 5.57 | 5.95 | 4.69 | … | … | 0.00 | 9.47 | 6.16 | 4.66 | 1.37 | 2.99 | 1.86 | 8.39 | 6.61 | 6.16 | 4.37 | 5.25 | 6.93 | 6.22 | 4.43 | 2.38 | 3.68 | 2.47 | 1.35 |
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 |
|---|---|---|---|---|
| LTIUX (PRINCIPAL LIFETIME 2035 FUND INSTITUTIONAL CLASS) |
-1.98%
Apr 2021 – Apr 2024 |
1.78%
Dec 2017 – Dec 2022 |
4.42%
Oct 2013 – Oct 2023 |
4.73%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTIUX (PRINCIPAL LIFETIME 2035 FUND INSTITUTIONAL CLASS) |
23.17%
Feb 2009 – Feb 2012 |
19.58%
Feb 2009 – Feb 2014 |
12.47%
Feb 2009 – Feb 2019 |
9.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart