PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX)

Basic Info 8.63 0.06(0.70%)
May 15

PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS started on 03/05/2008
PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS is classified as asset class Target Date 2011-2015
PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS expense ratio is 0.91%
PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS rating is
(83%)

PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) Dividend Info

PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) dividend growth in the last 12 months is -36.87%

The trailing 12-month yield of PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS is 4.82%. its dividend history:

DateDividend
12/29/2023 0.2544
12/20/2023 0.1412
12/30/2022 0.2202
12/20/2022 0.4064
12/31/2021 0.2606
12/20/2021 0.5444
12/31/2020 0.196
12/18/2020 0.349
12/31/2019 0.232
12/19/2019 0.959
12/31/2018 0.2814
12/19/2018 0.5894
12/29/2017 0.293
12/20/2017 0.501
12/30/2016 0.198
12/20/2016 0.161
12/31/2015 0.177
12/17/2015 0.684
12/31/2014 0.265
12/17/2014 0.358
12/31/2013 0.206
12/18/2013 0.373
12/31/2012 0.23
12/19/2012 0.221
12/30/2011 0.222
12/19/2011 0.136
12/31/2010 0.216
12/10/2010 0.198
12/31/2009 0.204
12/31/2008 0.145

Dividend Growth History for PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3956 5.03% -36.87% -
2022 $0.6266 6.40% -22.16% -36.87%
2021 $0.805 8.17% 47.71% -29.90%
2020 $0.545 5.82% -54.24% -10.13%
2019 $1.191 13.15% 36.77% -24.08%
2018 $0.8708 8.34% 9.67% -14.60%
2017 $0.794 7.99% 121.17% -10.96%
2016 $0.359 3.72% -58.30% 1.40%
2015 $0.861 8.03% 38.20% -9.26%
2014 $0.623 5.81% 7.60% -4.92%
2013 $0.579 5.71% 28.38% -3.74%
2012 $0.451 4.87% 25.98% -1.18%
2011 $0.358 3.69% -13.53% 0.84%
2010 $0.414 4.67% 102.94% -0.35%
2009 $0.204 2.84% 40.69% 4.84%
2008 $0.145 1.46% - 6.92%

Dividend Growth Chart for PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX)

PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) Historical Returns And Risk Info

From 03/05/2008 to 05/15/2024, the compound annualized total return (dividend reinvested) of PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) is 5.047%. Its cumulative total return (dividend reinvested) is 121.793%.

From 03/05/2008 to 05/15/2024, the Maximum Drawdown of PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) is 42.9%.

From 03/05/2008 to 05/15/2024, the Sharpe Ratio of PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) is 0.37.

From 03/05/2008 to 05/15/2024, the Annualized Standard Deviation of PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) is 11.4%.

From 03/05/2008 to 05/15/2024, the Beta of PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) is 0.95.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
03/05/2008		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return(%) 0.4 -0.6 9.1 0.8 4.9 4.8 7.6 5.0 14.8 -15.8 10.2 11.9 16.3 -4.7 13.2 5.5 -1.2 3.4 15.4 13.1 0.0 14.4 24.8 -26.4
Sharpe Ratio NA -0.63 0.7 -0.2 0.37 0.49 NA 0.37 1.5 -1.59 1.66 0.92 3.22 -0.87 3.78 0.8 -0.17 0.53 2.27 1.82 0.0 1.12 1.31 -1.11
Draw Down(%) NA 4.4 6.2 20.1 20.1 20.1 NA 42.9 6.2 20.1 2.9 17.5 2.1 9.8 1.0 5.7 7.5 4.6 5.7 6.0 14.0 9.9 19.6 40.2
Standard Deviation(%) NA 8.4 7.8 8.5 9.0 7.7 NA 11.4 7.0 10.9 6.1 12.6 4.6 6.9 3.3 6.7 7.1 6.3 6.8 7.2 14.2 12.8 18.8 28.5
Treynor Ratio NA 0.0 0.0 -0.08 0.06 0.05 NA 0.04 0.0 -0.15 1.14 0.11 0.13 -0.05 0.12 0.05 -0.01 0.03 0.15 0.13 0.0 0.12 0.24 -0.3
Alpha NA NA NA 0.0 0.01 0.0 NA 0.0 NA -0.01 0.03 0.0 0.0 0.0 0.0 0.0 0.0 -0.01 0.01 0.01 -0.01 0.0 0.01 -0.03
Beta NA NA NA 0.21 0.55 0.69 NA 0.95 NA 1.17 0.09 1.08 1.11 1.15 1.08 1.01 1.0 0.98 1.05 0.99 1.08 1.18 1.04 1.04
RSquare NA 0.0 0.0 0.05 0.29 0.45 NA 0.77 0.0 0.4 0.04 0.97 0.93 0.96 0.87 0.97 0.96 0.7 0.9 0.92 0.98 0.98 0.87 0.96
Yield(%) N/A 0.0 4.8 6.0 7.3 6.4 8.4 N/A 5.0 6.4 8.1 5.9 13.1 8.3 7.9 3.7 8.0 5.8 5.7 4.9 3.7 4.7 2.8 1.4
Dividend Growth(%) N/A -100.0 -36.9 -29.9 1.6 N/A N/A N/A -38.1 -21.3 45.5 -53.8 36.8 10.1 119.4 -58.1 38.7 6.9 28.9 25.0 -14.3 110.0 42.9 N/A

Return Calculator for PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX)

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PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) Historical Return Chart

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PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 03/05/2008 to 05/15/2024, the worst annualized return of 3-year rolling returns for PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) is -0.12%.
From 03/05/2008 to 05/15/2024, the worst annualized return of 5-year rolling returns for PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) is 3.14%.
From 03/05/2008 to 05/15/2024, the worst annualized return of 10-year rolling returns for PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) is 5.17%.
From 03/05/2008 to 05/15/2024, the worst annualized return of 20-year rolling returns for PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (LTINX) is NA.

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