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LTIUX: PRINCIPAL LIFETIME 2035 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 13.85 0.28(1.98%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 9.12% |
| Expenses | 0.62% |
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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(%) | -1.6 | 4.3 | 14.2 | 12.6 | 3.7 | 7.6 | 7.3 | 6.5 | 14.3 | 10.1 | 16.5 | -21.9 | 9.4 | 11.7 | 23.5 | -7.3 | 19.7 | 5.3 | -0.8 | 4.5 | 22.8 | 16.4 | -2.9 | 15.6 | 28.2 | -31.3 |
| Sharpe Ratio | NA | 1.22 | 1.65 | 1.06 | 0.13 | 0.48 | NA | 0.35 | 1.02 | 0.77 | 1.34 | -1.28 | 0.84 | 0.49 | 2.52 | -0.73 | 3.55 | 0.46 | -0.07 | 0.48 | 2.35 | 1.49 | -0.14 | 0.94 | 1.18 | -1.0 |
| Draw Down(%) | NA | 6.6 | 6.6 | 11.1 | 27.3 | 28.1 | NA | 49.7 | 11.1 | 4.5 | 9.2 | 23.6 | 8.1 | 28.1 | 4.4 | 15.9 | 1.6 | 9.7 | 10.5 | 7.0 | 7.2 | 9.4 | 19.7 | 13.4 | 23.5 | 46.7 |
| Standard Deviation(%) | NA | 10.6 | 8.6 | 9.9 | 12.2 | 12.8 | NA | 15.8 | 11.2 | 8.5 | 9.7 | 18.2 | 11.2 | 23.0 | 8.7 | 11.9 | 5.4 | 11.0 | 11.5 | 9.4 | 9.7 | 11.1 | 20.6 | 16.5 | 23.8 | 37.2 |
| Treynor Ratio | NA | 0.13 | 0.15 | 0.11 | 0.02 | 0.07 | NA | 0.06 | 0.11 | 0.07 | 0.12 | -0.23 | 0.09 | 0.16 | 0.21 | -0.09 | 0.18 | 0.05 | -0.01 | 0.05 | 0.23 | 0.18 | -0.03 | 0.16 | 0.31 | -0.4 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.03 |
| Beta | NA | 0.96 | 0.94 | 0.97 | 1.02 | 0.9 | NA | 0.92 | 1.0 | 0.98 | 1.04 | 1.04 | 1.06 | 0.73 | 1.03 | 1.03 | 1.04 | 0.96 | 0.96 | 0.91 | 0.98 | 0.93 | 0.96 | 0.98 | 0.9 | 0.94 |
| RSquared | NA | 0.98 | 0.94 | 0.93 | 0.9 | 0.76 | NA | 0.88 | 0.98 | 0.97 | 0.97 | 0.9 | 0.78 | 0.58 | 0.99 | 0.98 | 0.95 | 0.98 | 0.98 | 0.76 | 0.95 | 0.95 | 0.98 | 0.99 | 0.88 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 9.5 | 6.2 | 4.7 | 1.4 | 3.0 | 1.9 | 8.4 | 6.6 | 6.2 | 4.4 | 5.3 | 6.9 | 6.2 | 4.4 | 2.4 | 3.7 | 2.5 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 60.7 | 46.9 | 161.9 | -51.0 | 73.7 | -74.2 | 8.2 | 21.9 | 45.2 | -22.9 | -24.1 | 24.3 | 59.9 | 74.9 | -28.2 | 90.4 | 23.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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