Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTSTX (PRINCIPAL LIFETIME 2025 FUND INSTITUTIONAL CLASS) | 7.29% | 10.31% | 6.25% | 3.55% | 5.02% | 6.65% | NA | 5.33% |
Data as of 07/24/2025, AR inception is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSTX (PRINCIPAL LIFETIME 2025 FUND INSTITUTIONAL CLASS) | 03/05/2008 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 10.31 | 6.25 | 3.55 | 5.02 | 6.65 | NA | 5.33 | 7.29 | 1.76 | 11.51 | -19.61 | 5.61 | 10.00 | 20.49 | -6.40 | 16.76 | 6.02 | -1.17 | 4.09 | 19.47 | 15.23 | -1.75 | 15.11 | 26.77 | -29.42 |
| Sharpe Ratio | NA | 0.57 | 0.36 | 0.13 | 0.32 | NA | NA | 0.31 | 0.88 | -0.59 | 0.92 | -1.47 | 0.58 | 0.54 | 2.81 | -0.80 | 3.62 | 0.62 | -0.12 | 0.51 | 2.27 | 1.62 | -0.10 | 1.01 | 1.23 | -1.06 |
| Standard Deviation(%) | NA | 8.92 | 9.65 | 10.24 | 10.50 | NA | NA | 13.79 | 10.29 | 8.17 | 7.98 | 14.36 | 9.64 | 18.17 | 6.78 | 9.62 | 4.47 | 9.40 | 9.71 | 8.02 | 8.55 | 9.43 | 18.29 | 14.85 | 21.68 | 33.16 |
| Draw Down(%) | NA | 8.12 | 11.81 | 24.78 | 24.78 | NA | NA | 47.09 | 8.12 | 8.80 | 7.46 | 20.32 | 7.93 | 23.33 | 3.35 | 13.37 | 1.31 | 7.94 | 9.36 | 5.98 | 6.76 | 7.91 | 17.69 | 11.75 | 21.89 | 44.24 |
| Yield(%) | 0.00 | 6.08 | 3.69 | 3.07 | 4.43 | 5.60 | 3.87 | 4.55 | 0.00 | 6.43 | 2.86 | 1.90 | 2.69 | 1.99 | 7.79 | 5.59 | 5.26 | 3.79 | 8.08 | 6.31 | 6.39 | 4.79 | 2.62 | 3.81 | 2.71 | 1.44 |
Data as of 07/24/2025, 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 |
|---|---|---|---|---|
| LTSTX (PRINCIPAL LIFETIME 2025 FUND INSTITUTIONAL CLASS) |
-3.24%
Apr 2021 - Apr 2024 |
1.04%
Dec 2017 - Dec 2022 |
3.63%
Oct 2013 - Oct 2023 |
4.17%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSTX (PRINCIPAL LIFETIME 2025 FUND INSTITUTIONAL CLASS) |
22.21%
Feb 2009 - Feb 2012 |
18.31%
Feb 2009 - Feb 2014 |
11.54%
Feb 2009 - Feb 2019 |
8.76%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart