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LTPEX: PRINCIPAL LIFETIME 2035 FUND R-5 (MUTUAL FUND)
Basic Info 13.71 0.28(2.00%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 8.96% |
| Expenses | 0.62% |
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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(%) | -1.6 | 4.2 | 13.9 | 12.4 | 3.3 | 7.2 | 7.1 | 6.1 | 14.0 | 9.8 | 16.2 | -22.1 | 9.1 | 11.3 | 23.3 | -7.6 | 19.4 | 5.0 | -1.0 | 4.5 | 22.3 | 15.9 | -3.0 | 15.1 | 28.0 | -31.4 |
| Sharpe Ratio | NA | 0.69 | 1.27 | 0.92 | 0.06 | 0.44 | NA | 0.33 | 0.99 | 0.73 | 1.32 | -1.29 | 0.82 | 0.48 | 2.53 | -0.76 | 3.44 | 0.43 | -0.09 | 0.47 | 2.3 | 1.44 | -0.15 | 0.91 | 1.17 | -1.02 |
| Draw Down(%) | NA | 6.6 | 6.6 | 11.1 | 27.5 | 28.2 | NA | 49.7 | 11.1 | 4.5 | 9.2 | 23.7 | 8.1 | 28.2 | 4.4 | 16.1 | 1.7 | 9.8 | 10.4 | 7.0 | 7.1 | 9.5 | 19.7 | 13.3 | 23.4 | 46.7 |
| Standard Deviation(%) | NA | 10.8 | 8.9 | 9.9 | 12.2 | 12.8 | NA | 15.7 | 11.2 | 8.5 | 9.6 | 18.3 | 11.2 | 23.0 | 8.6 | 12.0 | 5.5 | 11.1 | 11.4 | 9.4 | 9.7 | 11.1 | 20.6 | 16.5 | 23.9 | 36.6 |
| Treynor Ratio | NA | 0.08 | 0.12 | 0.09 | 0.01 | 0.06 | NA | 0.06 | 0.11 | 0.06 | 0.12 | -0.23 | 0.09 | 0.15 | 0.21 | -0.09 | 0.18 | 0.05 | -0.01 | 0.05 | 0.23 | 0.17 | -0.03 | 0.15 | 0.31 | -0.41 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.0 | 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 | 0.95 | 0.94 | 0.97 | 1.02 | 0.89 | NA | 0.92 | 1.0 | 0.99 | 1.02 | 1.04 | 1.06 | 0.73 | 1.01 | 1.03 | 1.05 | 0.97 | 0.95 | 0.91 | 0.99 | 0.94 | 0.96 | 0.98 | 0.9 | 0.91 |
| RSquared | NA | 0.98 | 0.94 | 0.94 | 0.9 | 0.76 | NA | 0.88 | 0.98 | 0.97 | 0.96 | 0.9 | 0.78 | 0.58 | 0.99 | 0.98 | 0.95 | 0.98 | 0.98 | 0.77 | 0.96 | 0.96 | 0.98 | 0.99 | 0.88 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 9.3 | 6.0 | 4.4 | 1.2 | 2.7 | 1.6 | 8.1 | 6.4 | 5.9 | 4.1 | 5.0 | 6.7 | 6.0 | 4.2 | 2.2 | 3.5 | 2.3 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 62.1 | 50.6 | 191.5 | -54.4 | 80.9 | -76.6 | 7.9 | 22.9 | 47.4 | -23.6 | -25.2 | 24.5 | 62.5 | 82.5 | -30.6 | 95.4 | 18.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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