Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRGX (PRINCIPAL LIFETIME 2045 FUND R-1) | NA | 17.50% | -0.91% | 4.60% | 5.44% | 7.21% | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRGX (PRINCIPAL LIFETIME 2045 FUND R-1) | 03/05/2008 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.16 | 17.50 | -0.91 | 4.60 | 5.44 | 7.21 | NA | … | … | 14.57 | 14.84 | -25.27 | 11.13 | 11.91 | 24.71 | -9.16 | 20.40 | 4.58 | -1.59 | 4.75 | 22.67 | 16.10 | -4.40 | 14.77 | 28.11 | -33.21 |
| Sharpe Ratio | NA | 0.97 | -0.34 | 0.12 | 0.26 | NA | NA | … | … | 0.88 | 0.87 | -1.19 | 0.88 | 0.44 | 2.31 | -0.78 | 3.30 | 0.35 | -0.13 | 0.47 | 2.17 | 1.32 | -0.20 | 0.83 | 1.11 | -0.98 |
| Standard Deviation(%) | NA | 10.97 | 16.41 | 17.97 | 15.05 | NA | NA | … | … | 10.47 | 12.30 | 22.40 | 12.63 | 26.40 | 10.07 | 13.45 | 6.02 | 12.61 | 12.83 | 10.13 | 10.45 | 12.22 | 22.15 | 17.70 | 25.35 | 39.93 |
| Draw Down(%) | NA | 6.42 | 28.44 | 31.60 | 31.60 | NA | NA | … | … | 6.42 | 10.64 | 26.11 | 8.69 | 31.60 | 5.23 | 18.40 | 1.81 | 11.11 | 11.66 | 7.78 | 7.59 | 10.55 | 21.15 | 14.43 | 24.70 | 48.89 |
| Yield(%) | 0.00 | 0.34 | 0.84 | 1.98 | 3.34 | 4.31 | 2.75 | … | … | 0.00 | 0.38 | 0.09 | 2.44 | 0.96 | 7.25 | 5.65 | 4.43 | 3.82 | 4.29 | 6.24 | 5.08 | 3.26 | 1.50 | 2.87 | 1.74 | 1.19 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| LTRGX (PRINCIPAL LIFETIME 2045 FUND R-1) |
-3.43%
Apr 2021 – Apr 2024 |
1.04%
Dec 2017 – Dec 2022 |
3.97%
Oct 2013 – Oct 2023 |
4.04%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRGX (PRINCIPAL LIFETIME 2045 FUND R-1) |
22.74%
Feb 2009 – Feb 2012 |
19.32%
Feb 2009 – Feb 2014 |
12.07%
Feb 2009 – Feb 2019 |
9.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart