Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTSTX (PRINCIPAL LIFETIME 2025 FUND INSTITUTIONAL CLASS) | 5.01% | 13.26% | 11.03% | 2.67% | 6.18% | 6.36% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSTX (PRINCIPAL LIFETIME 2025 FUND INSTITUTIONAL CLASS) | 03/05/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 13.26 | 11.03 | 2.67 | 6.18 | 6.36 | NA | … | … | 5.01 | 12.17 | 8.15 | 13.30 | -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 | 1.67 | 1.04 | 0.02 | 0.45 | NA | NA | … | … | 1.16 | 1.11 | 0.68 | 1.27 | -1.47 | 0.58 | 0.53 | 2.80 | -0.81 | 3.61 | 0.62 | -0.12 | 0.51 | 2.27 | 1.62 | -0.10 | 1.01 | 1.23 | -1.06 |
| Standard Deviation(%) | NA | 6.65 | 7.69 | 9.70 | 10.17 | NA | NA | … | … | 8.18 | 8.42 | 6.71 | 7.68 | 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 | 5.24 | 8.12 | 24.78 | 24.78 | NA | NA | … | … | 5.24 | 8.12 | 3.56 | 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 | 11.72 | 7.92 | 4.63 | 5.42 | 5.79 | 4.63 | … | … | 0.00 | 12.20 | 6.43 | 4.63 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| LTSTX (PRINCIPAL LIFETIME 2025 FUND INSTITUTIONAL CLASS) |
-2.74%
Nov 2020 – Nov 2023 |
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 |
8.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart