Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTPEX (PRINCIPAL LIFETIME 2035 FUND R-5) | 6.31% | 16.16% | 13.19% | 3.73% | 7.41% | 7.28% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTPEX (PRINCIPAL LIFETIME 2035 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 (%) | 0.43 | 16.16 | 13.19 | 3.73 | 7.41 | 7.28 | NA | … | … | 6.31 | 13.96 | 9.82 | 16.24 | -22.14 | 9.12 | 11.32 | 23.25 | -7.62 | 19.41 | 5.00 | -0.97 | 4.47 | 22.35 | 15.93 | -3.00 | 15.12 | 27.96 | -31.35 |
| Sharpe Ratio | NA | 1.62 | 1.03 | 0.10 | 0.45 | NA | NA | … | … | 1.20 | 0.99 | 0.73 | 1.32 | -1.29 | 0.82 | 0.48 | 2.53 | -0.76 | 3.44 | 0.43 | -0.09 | 0.47 | 2.30 | 1.44 | -0.15 | 0.91 | 1.17 | -1.02 |
| Standard Deviation(%) | NA | 8.60 | 9.89 | 12.21 | 12.78 | NA | NA | … | … | 10.52 | 11.21 | 8.54 | 9.59 | 18.28 | 11.16 | 23.02 | 8.60 | 11.96 | 5.48 | 11.10 | 11.43 | 9.40 | 9.71 | 11.10 | 20.62 | 16.53 | 23.88 | 36.59 |
| Draw Down(%) | NA | 6.56 | 11.09 | 27.53 | 28.17 | NA | NA | … | … | 6.56 | 11.09 | 4.54 | 9.16 | 23.73 | 8.14 | 28.17 | 4.38 | 16.08 | 1.65 | 9.83 | 10.44 | 7.04 | 7.15 | 9.45 | 19.73 | 13.29 | 23.41 | 46.74 |
| Yield(%) | 0.00 | 8.89 | 6.83 | 3.98 | 5.32 | 5.67 | 4.46 | … | … | 0.00 | 9.29 | 5.99 | 4.41 | 1.16 | 2.74 | 1.64 | 8.10 | 6.40 | 5.91 | 4.13 | 5.01 | 6.70 | 6.00 | 4.20 | 2.16 | 3.46 | 2.26 | 1.28 |
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 |
|---|---|---|---|---|
| LTPEX (PRINCIPAL LIFETIME 2035 FUND R-5) |
-2.26%
Apr 2021 – Apr 2024 |
1.49%
Dec 2017 – Dec 2022 |
4.15%
Oct 2013 – Oct 2023 |
4.46%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTPEX (PRINCIPAL LIFETIME 2035 FUND R-5) |
22.85%
Feb 2009 – Feb 2012 |
19.27%
Feb 2009 – Feb 2014 |
12.19%
Feb 2009 – Feb 2019 |
9.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart