Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LTVPX (PRINCIPAL LIFETIME 2025 FUND R-3) | 4.12% | 3.28% | 0.36% | 2.44% | 2.71% | 3.17% | 5.57% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTVPX (PRINCIPAL LIFETIME 2025 FUND R-3) | 03/05/2008 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 03/05/2008.
AR inception is since 03/05/2008.
| 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 (%) | 0.82 | 0.36 | 2.44 | 2.71 | 3.17 | 5.57 | NA | 4.12 | 3.28 | 1.62 | 10.89 | -20.26 | 4.87 | 9.27 | 19.81 | -6.91 | 16.13 | 5.34 | -1.70 | 4.00 | 18.31 | 14.47 | -2.27 | 14.51 | 25.98 | -29.85 |
| Sharpe Ratio | NA | -0.61 | -0.21 | 0.04 | 0.14 | NA | NA | 0.22 | 0.50 | -0.61 | 0.84 | -1.51 | 0.50 | 0.49 | 2.70 | -0.86 | 3.54 | 0.54 | -0.18 | 0.50 | 2.17 | 1.54 | -0.13 | 0.98 | 1.20 | -1.06 |
| Standard Deviation(%) | NA | 9.95 | 10.44 | 10.78 | 10.63 | NA | NA | 13.92 | 11.68 | 8.09 | 7.99 | 14.39 | 9.73 | 18.19 | 6.82 | 9.62 | 4.40 | 9.42 | 9.63 | 7.91 | 8.41 | 9.45 | 18.24 | 14.76 | 21.66 | 33.55 |
| Draw Down(%) | NA | 13.37 | 13.37 | 25.30 | 25.30 | NA | NA | 47.37 | 8.17 | 8.48 | 7.66 | 20.71 | 8.14 | 23.39 | 3.33 | 13.70 | 1.25 | 8.06 | 9.60 | 5.99 | 6.76 | 8.00 | 17.88 | 11.85 | 21.88 | 44.51 |
| Yield(%) | 0.00 | 0.00 | 1.25 | 1.58 | 3.30 | 4.63 | 3.09 | 3.64 | 0.00 | 0.00 | 2.32 | 1.43 | 2.14 | 1.46 | 7.29 | 5.12 | 4.74 | 3.26 | 7.69 | 5.86 | 5.93 | 4.27 | 2.15 | 3.38 | 2.26 | 1.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTVPX (PRINCIPAL LIFETIME 2025 FUND R-3) |
-3.90%
Apr 2021 - Apr 2024 |
0.38%
Dec 2017 - Dec 2022 |
3.01%
Oct 2013 - Oct 2023 |
3.55%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTVPX (PRINCIPAL LIFETIME 2025 FUND R-3) |
21.51%
Feb 2009 - Feb 2012 |
17.61%
Feb 2009 - Feb 2014 |
10.90%
Feb 2009 - Feb 2019 |
8.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart