Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRDX (PRINCIPAL LIFETIME 2045 FUND R-5) | 8.20% | 20.06% | 15.98% | 5.09% | 8.69% | 8.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRDX (PRINCIPAL LIFETIME 2045 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 (%) | 0.56 | 20.06 | 15.98 | 5.09 | 8.69 | 8.24 | NA | … | … | 8.20 | 16.36 | 12.24 | 19.15 | -24.40 | 11.96 | 12.63 | 25.56 | -8.57 | 21.10 | 5.24 | -1.01 | 4.66 | 24.30 | 16.72 | -3.78 | 15.55 | 28.85 | -32.83 |
| Sharpe Ratio | NA | 1.65 | 1.05 | 0.17 | 0.47 | NA | NA | … | … | 1.31 | 0.93 | 0.82 | 1.34 | -1.16 | 0.95 | 0.47 | 2.39 | -0.74 | 3.42 | 0.40 | -0.08 | 0.45 | 2.32 | 1.39 | -0.17 | 0.87 | 1.13 | -0.99 |
| Standard Deviation(%) | NA | 10.74 | 12.35 | 14.97 | 15.09 | NA | NA | … | … | 13.08 | 14.48 | 10.53 | 11.68 | 22.37 | 12.57 | 26.41 | 10.09 | 13.48 | 6.01 | 12.51 | 12.81 | 10.28 | 10.46 | 12.13 | 22.21 | 17.79 | 25.46 | 39.42 |
| Draw Down(%) | NA | 7.98 | 14.51 | 29.14 | 31.58 | NA | NA | … | … | 7.98 | 14.51 | 6.34 | 10.47 | 25.78 | 8.56 | 31.58 | 5.30 | 17.97 | 1.78 | 10.99 | 11.49 | 7.75 | 7.49 | 10.53 | 20.92 | 14.30 | 24.59 | 48.70 |
| Yield(%) | 0.00 | 9.42 | 7.23 | 4.14 | 5.54 | 5.91 | 4.57 | … | … | 0.00 | 9.90 | 5.89 | 4.69 | 0.84 | 3.06 | 1.59 | 7.96 | 6.19 | 5.06 | 4.31 | 4.90 | 6.79 | 5.84 | 3.89 | 2.06 | 3.37 | 2.14 | 1.27 |
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 |
|---|---|---|---|---|
| LTRDX (PRINCIPAL LIFETIME 2045 FUND R-5) |
-1.60%
Apr 2021 – Apr 2024 |
1.82%
Dec 2017 – Dec 2022 |
4.68%
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 |
|---|---|---|---|---|
| LTRDX (PRINCIPAL LIFETIME 2045 FUND R-5) |
23.49%
Feb 2009 – Feb 2012 |
20.05%
Feb 2009 – Feb 2014 |
12.76%
Feb 2009 – Feb 2019 |
10.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart