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LTPFX: PRINCIPAL LIFETIME 2015 FUND R-5 (MUTUAL FUND)
Basic Info 8.21 0.11(1.32%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 11.41% |
| Expenses | 0.91% |
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Performance Analytics (As of 06/02/2026)
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 | 2.5 | 9.3 | 8.5 | 1.2 | 4.4 | 4.6 | 4.3 | 10.3 | 6.5 | 10.8 | -18.0 | 1.4 | 7.9 | 15.8 | -4.9 | 12.9 | 5.3 | -1.5 | 3.2 | 14.8 | 12.8 | -0.2 | 14.2 | 24.5 | -26.8 |
| Sharpe Ratio | NA | 1.01 | 1.58 | 0.97 | -0.13 | 0.36 | NA | 0.31 | 1.16 | 0.52 | 1.13 | -1.68 | 0.16 | 0.58 | 3.08 | -0.91 | 3.79 | 0.75 | -0.21 | 0.52 | 2.21 | 1.8 | -0.02 | 1.11 | 1.29 | -1.13 |
| Draw Down(%) | NA | 4.3 | 4.3 | 6.2 | 23.3 | 23.3 | NA | 43.2 | 6.0 | 2.9 | 6.2 | 18.4 | 7.8 | 17.4 | 2.1 | 10.0 | 1.0 | 5.7 | 7.6 | 4.6 | 5.8 | 6.0 | 14.1 | 9.9 | 19.6 | 40.5 |
| Standard Deviation(%) | NA | 6.5 | 5.3 | 6.2 | 7.9 | 7.8 | NA | 11.0 | 6.4 | 5.5 | 6.4 | 11.6 | 8.2 | 13.1 | 4.6 | 6.9 | 3.3 | 6.8 | 7.2 | 6.2 | 6.7 | 7.2 | 14.2 | 12.7 | 18.9 | 28.4 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.03 | NA | 0.03 | 0.0 | 0.0 | 0.0 | -0.17 | 0.01 | 0.09 | 0.13 | -0.06 | 0.12 | 0.05 | -0.01 | 0.03 | 0.14 | 0.13 | 0.0 | 0.12 | 0.23 | -0.31 |
| Alpha | NA | NA | NA | NA | 0.02 | 0.01 | NA | 0.0 | NA | NA | NA | -0.02 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.04 |
| Beta | NA | NA | NA | NA | 1.25 | 0.99 | NA | 1.05 | NA | NA | NA | 1.17 | 1.26 | 0.84 | 1.12 | 1.15 | 1.05 | 1.03 | 1.01 | 0.97 | 1.05 | 0.98 | 1.08 | 1.17 | 1.05 | 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 | 0.49 | 0.54 | 0.94 | 0.96 | 0.86 | 0.97 | 0.97 | 0.72 | 0.91 | 0.92 | 0.98 | 0.98 | 0.88 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 11.7 | 7.0 | 4.8 | 2.1 | 2.4 | 1.9 | 13.0 | 8.2 | 7.8 | 3.5 | 7.9 | 5.6 | 5.5 | 4.7 | 3.5 | 4.5 | 2.6 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 67.3 | 52.7 | 88.9 | -15.4 | 36.0 | -85.2 | 37.4 | 10.5 | 129.4 | -60.0 | 39.8 | 7.6 | 28.8 | 28.4 | -14.8 | 107.9 | 39.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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