Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTVIX (PRINCIPAL LIFETIME 2035 FUND R-2) | NA | 23.09% | 10.41% | 11.59% | 8.38% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTVIX (PRINCIPAL LIFETIME 2035 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 (%) | 0.00 | 23.09 | 10.41 | 11.59 | 8.38 | NA | NA | … | … | 3.37 | 14.89 | 22.67 | -8.07 | 18.80 | 4.54 | -1.51 | 4.47 | 21.18 | 15.49 | -3.56 | 15.06 | 27.15 | -31.66 |
| Sharpe Ratio | NA | 1.08 | 0.59 | 0.80 | 0.59 | NA | NA | … | … | 1.89 | 0.61 | 2.45 | -0.78 | 3.35 | 0.39 | -0.13 | 0.48 | 2.19 | 1.40 | -0.17 | 0.91 | 1.14 | -1.01 |
| Standard Deviation(%) | NA | 23.95 | 16.17 | 13.61 | 13.46 | NA | NA | … | … | 12.59 | 23.97 | 8.67 | 11.97 | 5.44 | 11.08 | 11.46 | 9.32 | 9.65 | 11.11 | 20.71 | 16.45 | 23.82 | 37.17 |
| Draw Down(%) | NA | 24.25 | 28.20 | 28.20 | 28.20 | NA | NA | … | … | 3.43 | 28.20 | 4.39 | 16.45 | 1.68 | 9.76 | 10.66 | 7.05 | 7.23 | 9.54 | 19.92 | 13.10 | 23.66 | 46.92 |
| Yield(%) | 0.00 | 5.43 | 5.96 | 6.13 | 5.56 | 3.95 | 2.96 | … | … | 0.00 | 5.20 | 7.70 | 5.97 | 5.42 | 3.66 | 4.62 | 6.25 | 5.52 | 3.77 | 1.65 | 3.39 | 1.93 | 1.27 |
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 |
|---|---|---|---|---|
| LTVIX (PRINCIPAL LIFETIME 2035 FUND R-2) |
0.38%
May 2008 – May 2011 |
2.12%
Mar 2015 – Mar 2020 |
5.07%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTVIX (PRINCIPAL LIFETIME 2035 FUND R-2) |
22.35%
Feb 2009 – Feb 2012 |
18.76%
Feb 2009 – Feb 2014 |
11.67%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart