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LTAOX: PRINCIPAL LIFETIME 2035 FUND R-3 (MUTUAL FUND)
Basic Info 13.47 0.27(1.97%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 8.79% |
| Expenses | 0.62% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 4.0 | 13.6 | 12.1 | 3.0 | 6.9 | 6.7 | 5.8 | 13.7 | 9.5 | 15.9 | -22.5 | 8.7 | 11.0 | 22.9 | -7.9 | 19.1 | 4.7 | -1.3 | 4.5 | 21.6 | 15.6 | -3.4 | 15.3 | 27.5 | -31.6 |
| Sharpe Ratio | NA | 0.65 | 1.23 | 0.89 | 0.04 | 0.41 | NA | 0.3 | 0.97 | 0.7 | 1.27 | -1.31 | 0.77 | 0.46 | 2.47 | -0.78 | 3.44 | 0.41 | -0.12 | 0.48 | 2.23 | 1.41 | -0.16 | 0.92 | 1.15 | -1.01 |
| Draw Down(%) | NA | 6.7 | 6.7 | 11.1 | 27.8 | 28.2 | NA | 49.9 | 11.1 | 4.4 | 9.3 | 23.9 | 8.3 | 28.2 | 4.4 | 16.2 | 1.6 | 9.8 | 10.6 | 7.0 | 7.2 | 9.5 | 19.8 | 13.2 | 23.5 | 46.9 |
| Standard Deviation(%) | NA | 10.9 | 8.9 | 9.9 | 12.3 | 12.9 | NA | 15.8 | 11.2 | 8.4 | 9.7 | 18.4 | 11.2 | 23.2 | 8.7 | 12.0 | 5.4 | 11.1 | 11.4 | 9.3 | 9.7 | 11.1 | 20.7 | 16.5 | 23.9 | 37.1 |
| Treynor Ratio | NA | 0.07 | 0.12 | 0.09 | 0.0 | 0.06 | NA | 0.05 | 0.11 | 0.06 | 0.12 | -0.23 | 0.08 | 0.15 | 0.21 | -0.09 | 0.18 | 0.05 | -0.01 | 0.05 | 0.22 | 0.17 | -0.04 | 0.16 | 0.3 | -0.41 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 |
| Beta | NA | 0.96 | 0.94 | 0.96 | 1.01 | 0.9 | NA | 0.92 | 1.0 | 0.93 | 1.04 | 1.04 | 1.06 | 0.73 | 1.02 | 1.03 | 1.03 | 0.97 | 0.95 | 0.9 | 0.99 | 0.93 | 0.96 | 0.98 | 0.9 | 0.92 |
| RSquared | NA | 0.98 | 0.94 | 0.91 | 0.89 | 0.76 | NA | 0.88 | 0.98 | 0.88 | 0.97 | 0.89 | 0.77 | 0.57 | 0.99 | 0.98 | 0.95 | 0.98 | 0.98 | 0.77 | 0.96 | 0.96 | 0.98 | 0.99 | 0.88 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 9.1 | 5.7 | 4.1 | 0.9 | 2.4 | 1.3 | 7.9 | 6.1 | 5.6 | 3.9 | 4.8 | 6.4 | 5.7 | 3.9 | 1.9 | 3.6 | 2.0 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 67.1 | 52.1 | 246.1 | -59.7 | 97.5 | -80.3 | 9.5 | 23.5 | 50.1 | -25.4 | -25.7 | 25.6 | 67.3 | 91.2 | -40.5 | 125.2 | 8.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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