Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRSX (PRINCIPAL LIFETIME 2045 FUND R-2) | NA | 26.25% | 11.18% | 12.59% | 8.96% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRSX (PRINCIPAL LIFETIME 2045 FUND R-2) | 03/05/2008 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 26.25 | 11.18 | 12.59 | 8.96 | NA | NA | … | … | 4.25 | 15.58 | 24.89 | -9.03 | 20.48 | 4.75 | -1.45 | 4.58 | 23.18 | 16.22 | -4.27 | 14.86 | 28.20 | -33.04 |
| Sharpe Ratio | NA | 1.06 | 0.55 | 0.75 | 0.57 | NA | NA | … | … | 2.13 | 0.54 | 2.33 | -0.77 | 3.34 | 0.36 | -0.12 | 0.45 | 2.23 | 1.35 | -0.19 | 0.83 | 1.10 | -0.98 |
| Standard Deviation(%) | NA | 28.00 | 18.81 | 15.73 | 15.12 | NA | NA | … | … | 14.46 | 28.04 | 10.06 | 13.47 | 5.97 | 12.54 | 12.85 | 10.22 | 10.40 | 12.10 | 22.19 | 17.75 | 25.49 | 39.96 |
| Draw Down(%) | NA | 26.99 | 31.57 | 31.57 | 31.57 | NA | NA | … | … | 3.92 | 31.57 | 5.23 | 18.32 | 1.81 | 11.13 | 11.66 | 7.78 | 7.58 | 10.54 | 21.13 | 14.41 | 24.56 | 48.79 |
| Yield(%) | 0.00 | 4.75 | 5.60 | 5.86 | 5.44 | 3.82 | 2.86 | … | … | 0.00 | 4.50 | 7.50 | 5.79 | 4.50 | 3.89 | 4.52 | 6.35 | 5.37 | 3.51 | 1.63 | 2.98 | 1.87 | 1.26 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| LTRSX (PRINCIPAL LIFETIME 2045 FUND R-2) |
-0.15%
May 2008 – May 2011 |
1.95%
Mar 2015 – Mar 2020 |
5.27%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRSX (PRINCIPAL LIFETIME 2045 FUND R-2) |
22.92%
Feb 2009 – Feb 2012 |
19.49%
Feb 2009 – Feb 2014 |
12.23%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart