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LTFIX: PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 18.56 0.53(2.78%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 9.05% |
| Expenses | 0.93% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| 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(%) | -2.1 | 6.2 | 18.8 | 16.2 | 5.7 | 9.6 | 8.8 | 7.6 | 17.8 | 13.3 | 20.3 | -24.4 | 14.4 | 13.8 | 27.2 | -9.0 | 22.5 | 5.7 | -0.8 | 4.9 | 25.4 | 17.4 | -4.3 | 15.7 | 29.7 | -33.1 |
| Sharpe Ratio | NA | 1.35 | 1.67 | 1.07 | 0.24 | 0.51 | NA | 0.36 | 0.94 | 0.86 | 1.37 | -1.12 | 1.11 | 0.48 | 2.35 | -0.72 | 3.45 | 0.41 | -0.06 | 0.45 | 2.35 | 1.38 | -0.19 | 0.86 | 1.14 | -0.97 |
| Draw Down(%) | NA | 8.7 | 8.7 | 15.7 | 28.9 | 33.5 | NA | 51.9 | 15.7 | 7.1 | 10.8 | 26.2 | 7.9 | 33.5 | 5.7 | 18.9 | 1.9 | 11.6 | 11.9 | 8.1 | 7.7 | 11.1 | 21.8 | 14.6 | 24.6 | 49.1 |
| Standard Deviation(%) | NA | 14.4 | 11.8 | 13.4 | 15.8 | 16.1 | NA | 18.4 | 15.9 | 11.3 | 12.3 | 23.2 | 12.9 | 28.4 | 10.9 | 14.4 | 6.4 | 13.3 | 13.6 | 10.7 | 10.8 | 12.7 | 23.2 | 18.1 | 26.0 | 40.4 |
| Treynor Ratio | NA | 0.19 | 0.21 | 0.17 | 0.04 | 0.11 | NA | 0.08 | 0.18 | 0.11 | 0.19 | -0.29 | 0.16 | 0.23 | 0.3 | -0.13 | 0.25 | 0.06 | -0.01 | 0.06 | 0.27 | 0.18 | -0.04 | 0.16 | 0.33 | -0.43 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.02 | -0.01 | NA | -0.01 | 0.01 | -0.03 | -0.01 | -0.04 | -0.04 | 0.01 | 0.0 | -0.02 | 0.01 | -0.02 | -0.01 | -0.02 | -0.01 | 0.01 | -0.02 | 0.0 | 0.02 | -0.04 |
| Beta | NA | 1.02 | 0.93 | 0.86 | 0.88 | 0.77 | NA | 0.85 | 0.82 | 0.84 | 0.9 | 0.9 | 0.93 | 0.58 | 0.86 | 0.82 | 0.89 | 0.99 | 0.85 | 0.81 | 0.94 | 0.96 | 0.97 | 0.99 | 0.89 | 0.9 |
| RSquared | NA | 0.92 | 0.87 | 0.91 | 0.89 | 0.75 | NA | 0.85 | 0.93 | 0.89 | 0.92 | 0.88 | 0.88 | 0.5 | 0.97 | 0.96 | 0.86 | 0.95 | 0.95 | 0.74 | 0.94 | 0.92 | 0.96 | 0.97 | 0.87 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 9.5 | 5.5 | 4.8 | 0.9 | 3.3 | 1.8 | 7.2 | 5.6 | 4.1 | 4.1 | 4.3 | 6.0 | 5.4 | 3.6 | 2.2 | 3.1 | 2.2 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 87.9 | 30.1 | 278.2 | -67.5 | 105.3 | -70.6 | 9.6 | 60.2 | 4.4 | -10.2 | -28.1 | 28.7 | 74.4 | 51.2 | -22.0 | 82.3 | 27.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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