Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) | 5.90% | 7.52% | 4.49% | 1.25% | 3.36% | 5.16% | NA | 4.08% |
Data as of 07/22/2025, AR inception is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) | 03/05/2008 | 07/22/2025 |
| 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 (%) | 0.94 | 7.52 | 4.49 | 1.25 | 3.36 | 5.16 | NA | 4.08 | 5.90 | -0.49 | 8.98 | -17.97 | 1.37 | 7.86 | 15.81 | -4.91 | 12.94 | 5.34 | -1.47 | 3.23 | 14.83 | 12.84 | -0.23 | 14.19 | 24.46 | -26.85 |
| Sharpe Ratio | NA | 0.56 | 0.21 | -0.09 | 0.23 | NA | NA | 0.28 | 0.93 | -0.94 | 0.71 | -1.68 | 0.16 | 0.58 | 3.10 | -0.90 | 3.80 | 0.75 | -0.21 | 0.52 | 2.21 | 1.80 | -0.02 | 1.11 | 1.29 | -1.13 |
| Standard Deviation(%) | NA | 6.79 | 7.90 | 8.34 | 8.00 | NA | NA | 11.23 | 7.77 | 7.53 | 6.71 | 11.57 | 8.21 | 13.09 | 4.65 | 6.91 | 3.26 | 6.81 | 7.15 | 6.17 | 6.70 | 7.16 | 14.22 | 12.71 | 18.93 | 28.41 |
| Draw Down(%) | NA | 5.99 | 10.47 | 23.30 | 23.30 | NA | NA | 43.21 | 5.99 | 8.96 | 6.16 | 18.36 | 7.80 | 17.43 | 2.10 | 9.99 | 1.01 | 5.72 | 7.62 | 4.61 | 5.78 | 6.00 | 14.06 | 9.91 | 19.56 | 40.47 |
| Yield(%) | 0.00 | 6.66 | 3.92 | 2.96 | 4.93 | 5.74 | 4.00 | 4.71 | 0.00 | 7.01 | 3.02 | 2.06 | 2.41 | 1.86 | 12.98 | 8.18 | 7.77 | 3.49 | 7.85 | 5.61 | 5.51 | 4.68 | 3.48 | 4.46 | 2.64 | 1.37 |
Data as of 07/22/2025, AR inception is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) |
-4.27%
Nov 2020 - Nov 2023 |
-0.25%
Dec 2017 - Dec 2022 |
2.29%
Oct 2013 - Oct 2023 |
3.14%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) |
20.57%
Feb 2009 - Feb 2012 |
16.25%
Feb 2009 - Feb 2014 |
9.95%
Feb 2009 - Feb 2019 |
7.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart