Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRIX (PRINCIPAL LIFETIME 2045 FUND INSTITUTIONAL CLASS) | 8.27% | 20.35% | 16.28% | 5.40% | 8.99% | 8.54% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRIX (PRINCIPAL LIFETIME 2045 FUND INSTITUTIONAL CLASS) | 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 (%) | 0.55 | 20.35 | 16.28 | 5.40 | 8.99 | 8.54 | NA | … | … | 8.27 | 16.69 | 12.52 | 19.40 | -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 | 1.68 | 1.07 | 0.19 | 0.49 | NA | NA | … | … | 1.32 | 0.96 | 0.84 | 1.35 | -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 | 10.74 | 12.37 | 14.98 | 15.10 | NA | NA | … | … | 13.10 | 14.49 | 10.54 | 11.73 | 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 | 8.04 | 14.47 | 28.92 | 31.56 | NA | NA | … | … | 8.04 | 14.47 | 6.35 | 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 | 9.45 | 7.35 | 4.28 | 5.75 | 6.16 | 4.80 | … | … | 0.00 | 9.94 | 6.00 | 4.87 | 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 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 |
|---|---|---|---|---|
| LTRIX (PRINCIPAL LIFETIME 2045 FUND INSTITUTIONAL CLASS) |
-1.28%
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 |
10.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart