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LTINX: PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 8.42 0.1(1.17%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 11.43% |
| Expenses | 0.91% |
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Performance Analytics (As of 06/05/2026)
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(%) | -1.1 | 2.7 | 9.6 | 8.8 | 1.5 | 4.7 | 4.9 | 4.6 | 10.6 | 6.7 | 11.1 | -17.7 | 1.8 | 8.1 | 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 | 1.07 | 1.67 | 1.02 | -0.09 | 0.4 | NA | 0.33 | 1.21 | 0.56 | 1.18 | -1.66 | 0.22 | 0.6 | 3.2 | -0.88 | 3.78 | 0.8 | -0.17 | 0.53 | 2.27 | 1.82 | 0.0 | 1.12 | 1.31 | -1.11 |
| Draw Down(%) | NA | 4.3 | 4.3 | 6.2 | 23.0 | 23.0 | NA | 42.9 | 6.0 | 2.9 | 6.2 | 18.1 | 7.7 | 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 | 6.5 | 5.3 | 6.1 | 7.9 | 7.8 | NA | 11.0 | 6.4 | 5.4 | 6.4 | 11.6 | 8.2 | 13.0 | 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 | 0.0 | -0.01 | 0.03 | NA | 0.04 | 0.0 | 0.0 | 0.0 | -0.16 | 0.01 | 0.09 | 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 | NA | 0.02 | 0.01 | NA | 0.0 | NA | NA | NA | -0.02 | -0.02 | 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 | NA | 1.25 | 0.99 | NA | 1.05 | NA | NA | NA | 1.18 | 1.26 | 0.84 | 1.11 | 1.15 | 1.08 | 1.01 | 1.0 | 0.98 | 1.05 | 0.99 | 1.08 | 1.18 | 1.04 | 1.04 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.22 | 0.44 | NA | 0.8 | 0.0 | 0.0 | 0.0 | 0.36 | 0.5 | 0.54 | 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 | N/A | N/A | N/A | N/A | N/A | N/A | 11.8 | 7.1 | 5.0 | 2.2 | 2.6 | 2.1 | 13.1 | 8.3 | 8.0 | 3.7 | 8.0 | 5.8 | 5.7 | 4.9 | 3.7 | 4.7 | 2.8 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 66.7 | 48.4 | 79.5 | -15.7 | 33.2 | -83.5 | 36.8 | 9.7 | 121.2 | -58.3 | 38.2 | 7.6 | 28.4 | 26.0 | -13.5 | 102.9 | 40.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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