Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTSLX (PRINCIPAL LIFETIME 2015 FUND R-4) | NA | 9.97% | -2.97% | 1.03% | 2.82% | 4.86% | NA | 3.87% |
Data as of 11/25/2024, AR inception is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSLX (PRINCIPAL LIFETIME 2015 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 (%) | 0.57 | 9.97 | -2.97 | 1.03 | 2.82 | 4.86 | NA | 3.87 | 7.71 | 8.33 | -18.45 | 1.33 | 7.60 | 15.76 | -5.01 | 12.76 | 5.21 | -1.49 | 3.18 | 14.65 | 12.57 | -0.33 | 14.10 | 24.40 | -26.94 |
| Sharpe Ratio | NA | 0.61 | -0.79 | -0.15 | 0.16 | NA | NA | 0.24 | 0.29 | 0.62 | -1.71 | 0.16 | 0.56 | 3.10 | -0.92 | 3.67 | 0.73 | -0.21 | 0.52 | 2.22 | 1.76 | -0.03 | 1.11 | 1.28 | -1.16 |
| Standard Deviation(%) | NA | 5.87 | 9.10 | 9.45 | 7.93 | NA | NA | 11.28 | 5.42 | 6.63 | 11.65 | 8.26 | 13.04 | 4.64 | 6.90 | 3.32 | 6.86 | 7.09 | 6.15 | 6.60 | 7.17 | 14.26 | 12.68 | 18.98 | 27.88 |
| Draw Down(%) | NA | 2.97 | 22.40 | 23.44 | 23.44 | NA | NA | 43.35 | 2.97 | 6.17 | 18.46 | 7.90 | 17.45 | 2.10 | 10.09 | 1.04 | 5.73 | 7.64 | 4.71 | 5.79 | 6.01 | 14.09 | 9.93 | 19.59 | 40.53 |
| Yield(%) | 0.00 | 2.24 | 1.80 | 3.66 | 4.58 | 5.31 | 3.59 | 4.48 | 0.00 | 2.37 | 1.59 | 2.27 | 1.72 | 12.92 | 8.00 | 7.59 | 3.36 | 7.74 | 5.47 | 5.41 | 4.51 | 3.38 | 4.36 | 2.55 | 1.38 |
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 |
|---|---|---|---|---|
| LTSLX (PRINCIPAL LIFETIME 2015 FUND R-4) |
-4.57%
Apr 2021 - Apr 2024 |
-0.45%
Dec 2017 - Dec 2022 |
2.12%
Oct 2013 - Oct 2023 |
3.00%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSLX (PRINCIPAL LIFETIME 2015 FUND R-4) |
20.44%
Feb 2009 - Feb 2012 |
16.13%
Feb 2009 - Feb 2014 |
9.82%
Feb 2009 - Feb 2019 |
6.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart