It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
LTAPX: PRINCIPAL LIFETIME 2015 FUND R-3 (MUTUAL FUND)
Basic Info 8.09 0.11(1.34%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 11.23% |
| Expenses | 0.91% |
| Sign up to get fund ranking change alerts | |
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(%) | -1.1 | 2.3 | 9.0 | 8.2 | 0.8 | 4.0 | 4.3 | 3.9 | 10.0 | 6.2 | 10.6 | -18.4 | 1.0 | 7.5 | 15.5 | -5.2 | 12.5 | 5.0 | -1.7 | 3.2 | 14.2 | 12.5 | -0.6 | 13.9 | 23.9 | -27.0 |
| Sharpe Ratio | NA | 0.42 | 1.14 | 0.79 | -0.21 | 0.3 | NA | 0.27 | 1.11 | 0.46 | 1.1 | -1.72 | 0.12 | 0.55 | 3.02 | -0.96 | 3.58 | 0.71 | -0.25 | 0.52 | 2.13 | 1.73 | -0.04 | 1.09 | 1.26 | -1.14 |
| Draw Down(%) | NA | 4.3 | 4.3 | 6.2 | 23.8 | 23.8 | NA | 43.4 | 5.9 | 3.0 | 6.2 | 18.8 | 8.0 | 17.5 | 2.1 | 10.3 | 1.0 | 5.8 | 7.8 | 4.6 | 5.8 | 6.0 | 14.2 | 10.0 | 19.7 | 40.6 |
| Standard Deviation(%) | NA | 6.9 | 5.5 | 6.2 | 8.0 | 7.8 | NA | 11.0 | 6.4 | 5.5 | 6.3 | 11.6 | 8.3 | 13.1 | 4.7 | 6.9 | 3.3 | 6.8 | 7.1 | 6.2 | 6.6 | 7.2 | 14.2 | 12.7 | 18.9 | 28.5 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | NA | 0.03 | 0.0 | 0.0 | 0.0 | -0.17 | 0.01 | 0.09 | 0.13 | -0.06 | 0.11 | 0.05 | -0.02 | 0.03 | 0.14 | 0.13 | -0.01 | 0.12 | 0.23 | -0.31 |
| Alpha | NA | NA | NA | NA | 0.02 | 0.01 | NA | 0.0 | NA | NA | NA | -0.02 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.04 |
| Beta | NA | NA | NA | NA | 1.25 | 0.99 | NA | 1.05 | NA | NA | NA | 1.17 | 1.27 | 0.84 | 1.12 | 1.14 | 1.08 | 1.02 | 1.0 | 0.98 | 1.04 | 0.99 | 1.08 | 1.17 | 1.05 | 1.04 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.22 | 0.43 | NA | 0.8 | 0.0 | 0.0 | 0.0 | 0.36 | 0.49 | 0.54 | 0.93 | 0.96 | 0.88 | 0.97 | 0.96 | 0.74 | 0.93 | 0.92 | 0.98 | 0.98 | 0.88 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 11.6 | 6.7 | 4.5 | 1.7 | 2.1 | 1.5 | 12.8 | 7.9 | 7.5 | 3.2 | 7.6 | 5.3 | 5.2 | 4.4 | 3.2 | 4.2 | 2.4 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 72.2 | 55.8 | 108.4 | -16.6 | 41.1 | -87.6 | 40.5 | 10.2 | 144.3 | -62.7 | 42.7 | 7.8 | 31.4 | 28.4 | -16.9 | 119.4 | 28.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2011-2015 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2011-2015
Best Mutual Funds
- TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) (100%)
- FFVFX (FIDELITY FREEDOM 2015 FUND FIDELITY FREEDOM 2015 FUND) (98%)
- TCLIX (TIAA-CREF LIFECYCLE 2015 FUND RETIREMENT CLASS) (96%)
- FFVIX (FIDELITY ADVISOR FREEDOM 2015 FUND CLASS I) (93%)
- SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) (91%)
- GMTZX (MYDESTINATION 2015 FUND INVESTOR) (89%)
- JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) (87%)
- LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) (83%)
- LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) (80%)
- NWEIX (NATIONWIDE DESTINATION 2015 FUND CLASS R6) (76%)
Latest Articles Related to LTAPX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
