Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTPDX (PRINCIPAL LIFETIME 2025 FUND R-5) | 3.23% | 11.25% | 10.17% | 2.08% | 5.73% | 5.96% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTPDX (PRINCIPAL LIFETIME 2025 FUND R-5) | 03/05/2008 | 06/05/2026 |
| 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 (%) | -1.32 | 11.25 | 10.17 | 2.08 | 5.73 | 5.96 | NA | … | … | 3.23 | 11.84 | 7.91 | 13.13 | -19.97 | 5.29 | 9.73 | 20.18 | -6.69 | 16.47 | 5.80 | -1.43 | 4.05 | 18.98 | 14.81 | -1.90 | 14.80 | 26.46 | -29.62 |
| Sharpe Ratio | NA | 1.25 | 0.89 | -0.05 | 0.40 | NA | NA | … | … | 0.61 | 1.07 | 0.64 | 1.24 | -1.50 | 0.55 | 0.52 | 2.74 | -0.85 | 3.60 | 0.59 | -0.15 | 0.51 | 2.24 | 1.59 | -0.11 | 1.00 | 1.21 | -1.05 |
| Standard Deviation(%) | NA | 6.90 | 7.75 | 9.73 | 10.17 | NA | NA | … | … | 8.46 | 8.42 | 6.71 | 7.72 | 14.37 | 9.65 | 18.12 | 6.82 | 9.55 | 4.42 | 9.39 | 9.70 | 7.96 | 8.48 | 9.39 | 18.19 | 14.76 | 21.70 | 33.49 |
| Draw Down(%) | NA | 5.21 | 8.14 | 25.00 | 25.00 | NA | NA | … | … | 5.21 | 8.03 | 3.50 | 7.53 | 20.54 | 8.00 | 23.32 | 3.37 | 13.53 | 1.32 | 7.98 | 9.50 | 6.02 | 6.79 | 8.04 | 17.76 | 11.78 | 21.92 | 44.42 |
| Yield(%) | 0.00 | 11.59 | 7.74 | 4.46 | 5.18 | 5.53 | 4.40 | … | … | 0.00 | 12.04 | 6.26 | 4.38 | 1.69 | 2.44 | 1.76 | 7.51 | 5.37 | 5.02 | 3.55 | 7.87 | 6.08 | 6.17 | 4.57 | 2.39 | 3.60 | 2.51 | 1.34 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LTPDX (PRINCIPAL LIFETIME 2025 FUND R-5) |
-3.04%
Nov 2020 – Nov 2023 |
0.73%
Dec 2017 – Dec 2022 |
3.35%
Oct 2013 – Oct 2023 |
3.90%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTPDX (PRINCIPAL LIFETIME 2025 FUND R-5) |
21.92%
Feb 2009 – Feb 2012 |
18.00%
Feb 2009 – Feb 2014 |
11.26%
Feb 2009 – Feb 2019 |
8.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart