Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTRIX (PRINCIPAL LIFETIME 2045 FUND INSTITUTIONAL CLASS) | 10.57% | 15.37% | 10.07% | 6.95% | 7.21% | 8.60% | NA | 6.78% |
Data as of 07/25/2025, AR inception is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRIX (PRINCIPAL LIFETIME 2045 FUND INSTITUTIONAL CLASS) | 03/05/2008 | 07/25/2025 |
| 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 (%) | 1.67 | 15.37 | 10.07 | 6.95 | 7.21 | 8.60 | NA | 6.78 | 10.57 | 6.56 | 16.57 | -24.05 | 12.33 | 13.00 | 25.79 | -8.31 | 21.40 | 5.59 | -0.82 | 4.74 | 24.90 | 17.07 | -3.66 | 15.89 | 29.00 | -32.50 |
| Sharpe Ratio | NA | 0.54 | 0.49 | 0.31 | 0.35 | NA | NA | 0.32 | 0.77 | 0.00 | 1.02 | -1.14 | 0.98 | 0.48 | 2.42 | -0.72 | 3.49 | 0.43 | -0.07 | 0.46 | 2.36 | 1.42 | -0.17 | 0.89 | 1.14 | -0.98 |
| Standard Deviation(%) | NA | 15.36 | 15.06 | 15.50 | 15.41 | NA | NA | 17.86 | 17.90 | 11.42 | 12.23 | 22.39 | 12.57 | 26.42 | 10.06 | 13.47 | 5.97 | 12.57 | 12.87 | 10.36 | 10.52 | 12.11 | 22.19 | 17.74 | 25.37 | 39.37 |
| Draw Down(%) | NA | 14.47 | 15.70 | 28.92 | 31.56 | NA | NA | 51.40 | 14.47 | 9.21 | 10.42 | 25.61 | 8.47 | 31.56 | 5.22 | 17.75 | 1.76 | 10.96 | 11.44 | 7.81 | 7.51 | 10.45 | 20.86 | 14.30 | 24.60 | 48.43 |
| Yield(%) | 0.00 | 5.52 | 3.10 | 2.95 | 4.45 | 5.92 | 3.93 | 4.62 | 0.00 | 6.00 | 2.06 | 1.03 | 3.29 | 1.81 | 8.16 | 6.35 | 5.27 | 4.58 | 5.11 | 6.94 | 5.98 | 4.10 | 2.25 | 3.54 | 2.31 | 1.27 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| LTRIX (PRINCIPAL LIFETIME 2045 FUND INSTITUTIONAL CLASS) |
-2.07%
Apr 2021 - Apr 2024 |
2.14%
Dec 2017 - Dec 2022 |
4.97%
Oct 2013 - Oct 2023 |
5.04%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRIX (PRINCIPAL LIFETIME 2045 FUND INSTITUTIONAL CLASS) |
23.79%
Feb 2009 - Feb 2012 |
20.37%
Feb 2009 - Feb 2014 |
13.05%
Feb 2009 - Feb 2019 |
10.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart