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LTFPX: PRINCIPAL LIFETIME 2055 FUND R-5 (MUTUAL FUND)
Basic Info 18.15 0.52(2.79%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 8.91% |
| Expenses | 0.93% |
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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(%) | -2.2 | 6.1 | 18.5 | 16.0 | 5.3 | 9.2 | 8.5 | 7.2 | 17.5 | 13.1 | 20.0 | -24.6 | 14.0 | 13.5 | 26.9 | -9.2 | 22.3 | 5.4 | -0.9 | 4.7 | 25.1 | 17.1 | -4.7 | 15.5 | 29.3 | -33.2 |
| Sharpe Ratio | NA | 0.83 | 1.29 | 0.95 | 0.18 | 0.47 | NA | 0.34 | 0.92 | 0.83 | 1.34 | -1.12 | 1.08 | 0.46 | 2.32 | -0.74 | 3.39 | 0.39 | -0.07 | 0.44 | 2.32 | 1.36 | -0.2 | 0.85 | 1.12 | -0.96 |
| Draw Down(%) | NA | 8.8 | 8.8 | 15.7 | 29.1 | 33.5 | NA | 52.1 | 15.7 | 7.0 | 10.9 | 26.3 | 8.0 | 33.5 | 5.7 | 19.1 | 1.9 | 11.7 | 12.1 | 8.1 | 7.6 | 11.0 | 21.9 | 14.6 | 24.8 | 49.3 |
| Standard Deviation(%) | NA | 14.8 | 12.2 | 13.5 | 15.9 | 16.1 | NA | 18.4 | 15.9 | 11.3 | 12.3 | 23.3 | 13.0 | 28.4 | 11.0 | 14.4 | 6.4 | 13.3 | 13.6 | 10.7 | 10.8 | 12.7 | 23.3 | 18.1 | 25.9 | 40.9 |
| Treynor Ratio | NA | 0.12 | 0.17 | 0.15 | 0.03 | 0.1 | NA | 0.07 | 0.18 | 0.11 | 0.18 | -0.29 | 0.15 | 0.23 | 0.29 | -0.13 | 0.24 | 0.05 | -0.01 | 0.06 | 0.26 | 0.18 | -0.05 | 0.16 | 0.33 | -0.43 |
| Alpha | NA | -0.02 | -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 | -0.02 | 0.01 | -0.03 | 0.0 | 0.02 | -0.03 |
| Beta | NA | 1.03 | 0.94 | 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 | 0.95 | 0.96 | 0.98 | 0.99 | 0.89 | 0.91 |
| RSquared | NA | 0.93 | 0.88 | 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 | 0.87 | 0.95 | 0.95 | 0.74 | 0.94 | 0.93 | 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 | 9.4 | 5.3 | 4.6 | 0.8 | 3.0 | 1.6 | 7.0 | 5.4 | 3.9 | 3.9 | 4.1 | 5.9 | 5.3 | 3.4 | 2.0 | 2.9 | 2.2 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 90.3 | 32.6 | 346.2 | -71.6 | 113.8 | -73.0 | 9.1 | 64.0 | 5.6 | -11.4 | -29.9 | 28.5 | 79.2 | 56.0 | -23.6 | 76.1 | 23.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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