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LTPDX: PRINCIPAL LIFETIME 2025 FUND R-5 (MUTUAL FUND)
Basic Info 11.2 0.18(1.58%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 11.67% |
| Expenses | 0.81% |
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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(%) | -1.3 | 3.2 | 11.3 | 10.2 | 2.1 | 5.8 | 5.9 | 5.2 | 11.8 | 7.9 | 13.1 | -20.0 | 5.3 | 9.7 | 20.2 | -6.7 | 16.5 | 5.8 | -1.4 | 4.0 | 19.0 | 14.8 | -1.9 | 14.8 | 26.5 | -29.6 |
| Sharpe Ratio | NA | 0.61 | 1.25 | 0.89 | -0.05 | 0.4 | NA | 0.31 | 1.07 | 0.64 | 1.24 | -1.5 | 0.55 | 0.52 | 2.74 | -0.85 | 3.6 | 0.59 | -0.15 | 0.51 | 2.24 | 1.59 | -0.11 | 1.0 | 1.21 | -1.05 |
| Draw Down(%) | NA | 5.2 | 5.2 | 8.1 | 25.0 | 25.0 | NA | 47.3 | 8.0 | 3.5 | 7.5 | 20.5 | 8.0 | 23.3 | 3.4 | 13.5 | 1.3 | 8.0 | 9.5 | 6.0 | 6.8 | 8.0 | 17.8 | 11.8 | 21.9 | 44.4 |
| Standard Deviation(%) | NA | 8.5 | 6.9 | 7.7 | 9.7 | 10.2 | NA | 13.6 | 8.4 | 6.7 | 7.7 | 14.4 | 9.7 | 18.1 | 6.8 | 9.5 | 4.4 | 9.4 | 9.7 | 8.0 | 8.5 | 9.4 | 18.2 | 14.8 | 21.7 | 33.5 |
| Treynor Ratio | NA | 0.05 | 0.09 | 0.07 | 0.0 | 0.11 | NA | 0.06 | 0.09 | 0.04 | 0.1 | -0.22 | 0.05 | 0.13 | 3.3 | -0.32 | 0.15 | 0.05 | -0.01 | 0.04 | 0.18 | 0.15 | -0.02 | 0.14 | 0.27 | -0.36 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.02 | 0.0 | 0.06 | -0.03 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 |
| Beta | NA | 0.96 | 0.96 | 0.98 | 0.99 | 0.37 | NA | 0.66 | 1.0 | 0.96 | 0.99 | 0.97 | 1.07 | 0.71 | 0.06 | 0.25 | 1.04 | 1.02 | 1.0 | 0.94 | 1.04 | 0.97 | 1.05 | 1.06 | 0.96 | 0.97 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.87 | 0.33 | NA | 0.61 | 0.97 | 0.96 | 0.97 | 0.84 | 0.67 | 0.56 | 0.09 | 0.3 | 0.92 | 0.98 | 0.98 | 0.75 | 0.95 | 0.94 | 0.98 | 0.99 | 0.88 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 12.0 | 6.3 | 4.4 | 1.7 | 2.4 | 1.8 | 7.5 | 5.4 | 5.0 | 3.6 | 7.9 | 6.1 | 6.2 | 4.6 | 2.4 | 3.6 | 2.5 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 96.5 | 54.2 | 103.8 | -28.4 | 48.0 | -73.5 | 22.3 | 19.2 | 46.9 | -59.5 | 29.9 | 6.9 | 51.1 | 81.2 | -26.6 | 80.3 | 29.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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