Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTSEX (PRINCIPAL LIFETIME 2035 FUND R-4) | NA | 15.19% | -1.32% | 3.92% | 5.13% | 7.03% | NA | 5.62% |
Data as of 11/25/2024, AR inception is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSEX (PRINCIPAL LIFETIME 2035 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 (%) | 0.97 | 15.19 | -1.32 | 3.92 | 5.13 | 7.03 | NA | 5.62 | 12.10 | 13.05 | -22.76 | 8.92 | 11.21 | 23.08 | -7.79 | 19.26 | 4.91 | -1.09 | 4.47 | 22.06 | 15.83 | -3.22 | 15.17 | 27.74 | -31.46 |
| Sharpe Ratio | NA | 0.96 | -0.44 | 0.10 | 0.28 | NA | NA | 0.27 | 0.76 | 0.88 | -1.33 | 0.79 | 0.47 | 2.50 | -0.77 | 3.51 | 0.42 | -0.10 | 0.47 | 2.27 | 1.43 | -0.16 | 0.91 | 1.16 | -1.02 |
| Standard Deviation(%) | NA | 8.92 | 13.50 | 15.25 | 12.92 | NA | NA | 16.14 | 8.50 | 10.05 | 18.28 | 11.19 | 23.06 | 8.67 | 11.94 | 5.33 | 11.08 | 11.45 | 9.38 | 9.69 | 11.10 | 20.70 | 16.51 | 23.87 | 36.76 |
| Draw Down(%) | NA | 4.48 | 26.49 | 28.18 | 28.18 | NA | NA | 49.77 | 4.48 | 9.27 | 23.79 | 8.17 | 28.18 | 4.40 | 16.13 | 1.58 | 9.77 | 10.48 | 6.98 | 7.17 | 9.47 | 19.77 | 13.32 | 23.44 | 46.78 |
| Yield(%) | 0.00 | 1.09 | 1.24 | 2.48 | 3.84 | 4.92 | 3.20 | 4.00 | 0.00 | 1.19 | 0.56 | 2.59 | 1.50 | 7.98 | 6.27 | 5.73 | 4.03 | 4.90 | 6.61 | 5.89 | 4.08 | 2.05 | 3.36 | 2.14 | 1.27 |
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 |
|---|---|---|---|---|
| LTSEX (PRINCIPAL LIFETIME 2035 FUND R-4) |
-3.49%
Apr 2021 - Apr 2024 |
1.21%
Dec 2017 - Dec 2022 |
3.95%
Oct 2013 - Oct 2023 |
4.28%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSEX (PRINCIPAL LIFETIME 2035 FUND R-4) |
22.72%
Feb 2009 - Feb 2012 |
19.14%
Feb 2009 - Feb 2014 |
12.05%
Feb 2009 - Feb 2019 |
9.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart