Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTRLX (PRINCIPAL LIFETIME 2045 FUND R-4) | NA | 17.71% | -0.57% | 5.06% | 5.93% | 7.72% | NA | 6.16% |
Data as of 11/25/2024, AR inception is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRLX (PRINCIPAL LIFETIME 2045 FUND R-4) | 03/05/2008 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 17.71 | -0.57 | 5.06 | 5.93 | 7.72 | NA | 6.16 | 15.07 | 15.04 | -25.04 | 11.80 | 12.51 | 25.36 | -8.67 | 20.96 | 5.21 | -1.19 | 4.82 | 23.85 | 16.68 | -3.93 | 15.34 | 28.57 | -32.86 |
| Sharpe Ratio | NA | 0.99 | -0.32 | 0.15 | 0.29 | NA | NA | 0.27 | 0.94 | 0.89 | -1.18 | 0.94 | 0.46 | 2.38 | -0.74 | 3.40 | 0.40 | -0.09 | 0.47 | 2.27 | 1.39 | -0.18 | 0.86 | 1.12 | -0.99 |
| Standard Deviation(%) | NA | 10.97 | 16.39 | 17.97 | 15.05 | NA | NA | 17.90 | 10.43 | 12.29 | 22.42 | 12.58 | 26.42 | 10.07 | 13.53 | 6.01 | 12.56 | 12.82 | 10.25 | 10.48 | 12.09 | 22.21 | 17.64 | 25.44 | 39.44 |
| Draw Down(%) | NA | 6.42 | 28.03 | 31.55 | 31.55 | NA | NA | 51.66 | 6.42 | 10.56 | 25.81 | 8.59 | 31.55 | 5.23 | 18.01 | 1.78 | 11.01 | 11.51 | 7.76 | 7.51 | 10.45 | 21.06 | 14.33 | 24.48 | 48.75 |
| Yield(%) | 0.00 | 0.52 | 1.04 | 2.32 | 3.72 | 4.86 | 3.11 | 3.89 | 0.00 | 0.59 | 0.17 | 2.89 | 1.46 | 7.84 | 6.04 | 4.89 | 4.27 | 4.81 | 6.67 | 5.56 | 3.82 | 1.93 | 3.27 | 2.02 | 1.24 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| LTRLX (PRINCIPAL LIFETIME 2045 FUND R-4) |
-3.09%
Apr 2021 - Apr 2024 |
1.54%
Dec 2017 - Dec 2022 |
4.48%
Oct 2013 - Oct 2023 |
4.56%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRLX (PRINCIPAL LIFETIME 2045 FUND R-4) |
23.34%
Feb 2009 - Feb 2012 |
19.93%
Feb 2009 - Feb 2014 |
12.64%
Feb 2009 - Feb 2019 |
10.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart