Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTVPX (PRINCIPAL LIFETIME 2025 FUND R-3) | 4.70% | 12.57% | 10.40% | 2.02% | 5.55% | 5.74% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTVPX (PRINCIPAL LIFETIME 2025 FUND R-3) | 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 (%) | 0.27 | 12.57 | 10.40 | 2.02 | 5.55 | 5.74 | NA | … | … | 4.70 | 11.54 | 7.59 | 12.72 | -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 | 1.56 | 0.96 | -0.05 | 0.39 | NA | NA | … | … | 1.07 | 1.04 | 0.59 | 1.19 | -1.51 | 0.50 | 0.49 | 2.69 | -0.87 | 3.53 | 0.54 | -0.18 | 0.50 | 2.17 | 1.54 | -0.13 | 0.98 | 1.20 | -1.06 |
| Standard Deviation(%) | NA | 6.63 | 7.70 | 9.72 | 10.19 | NA | NA | … | … | 8.13 | 8.37 | 6.77 | 7.70 | 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 | 5.23 | 8.28 | 25.30 | 25.30 | NA | NA | … | … | 5.23 | 8.17 | 3.57 | 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 | 21.87 | 44.51 |
| Yield(%) | 0.00 | 11.50 | 7.53 | 4.24 | 4.90 | 5.24 | 4.13 | … | … | 0.00 | 11.94 | 6.01 | 4.13 | 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 |
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 |
|---|---|---|---|---|
| LTVPX (PRINCIPAL LIFETIME 2025 FUND R-3) |
-3.39%
Nov 2020 – Nov 2023 |
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 |
8.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart