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LTSTX: PRINCIPAL LIFETIME 2025 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 11.34 0.18(1.56%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 11.73% |
| 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 | 3.4 | 11.6 | 10.5 | 2.3 | 6.1 | 6.2 | 5.5 | 12.2 | 8.2 | 13.3 | -19.6 | 5.6 | 10.0 | 20.5 | -6.4 | 16.8 | 6.0 | -1.2 | 4.1 | 19.5 | 15.2 | -1.8 | 15.1 | 26.8 | -29.4 |
| Sharpe Ratio | NA | 0.66 | 1.3 | 0.93 | -0.02 | 0.43 | NA | 0.34 | 1.11 | 0.68 | 1.27 | -1.47 | 0.58 | 0.53 | 2.8 | -0.81 | 3.61 | 0.62 | -0.12 | 0.51 | 2.27 | 1.62 | -0.1 | 1.01 | 1.23 | -1.06 |
| Draw Down(%) | NA | 5.2 | 5.2 | 8.1 | 24.8 | 24.8 | NA | 47.1 | 8.1 | 3.6 | 7.5 | 20.3 | 7.9 | 23.3 | 3.3 | 13.4 | 1.3 | 7.9 | 9.4 | 6.0 | 6.8 | 7.9 | 17.7 | 11.7 | 21.9 | 44.2 |
| Standard Deviation(%) | NA | 8.4 | 6.9 | 7.7 | 9.7 | 10.2 | NA | 13.5 | 8.4 | 6.7 | 7.7 | 14.4 | 9.6 | 18.2 | 6.8 | 9.6 | 4.5 | 9.4 | 9.7 | 8.0 | 8.6 | 9.4 | 18.3 | 14.9 | 21.7 | 33.2 |
| Treynor Ratio | NA | 0.06 | 0.09 | 0.07 | 0.0 | 0.12 | NA | 0.07 | 0.09 | 0.05 | 0.1 | -0.22 | 0.05 | 0.14 | 3.38 | -0.3 | 0.15 | 0.06 | -0.01 | 0.04 | 0.19 | 0.16 | -0.02 | 0.14 | 0.28 | -0.37 |
| 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 | -0.04 |
| Beta | NA | 0.96 | 0.96 | 0.98 | 0.99 | 0.37 | NA | 0.65 | 1.0 | 0.96 | 0.99 | 0.97 | 1.07 | 0.72 | 0.06 | 0.26 | 1.06 | 1.02 | 1.0 | 0.94 | 1.04 | 0.98 | 1.05 | 1.07 | 0.96 | 0.95 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.87 | 0.33 | NA | 0.61 | 0.97 | 0.97 | 0.97 | 0.85 | 0.67 | 0.56 | 0.09 | 0.31 | 0.92 | 0.98 | 0.98 | 0.73 | 0.94 | 0.94 | 0.98 | 0.99 | 0.88 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 12.2 | 6.4 | 4.6 | 1.9 | 2.7 | 2.0 | 7.8 | 5.6 | 5.3 | 3.8 | 8.1 | 6.3 | 6.4 | 4.8 | 2.6 | 3.8 | 2.7 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 93.9 | 50.0 | 91.7 | -27.1 | 44.3 | -71.0 | 21.9 | 18.4 | 44.6 | -58.0 | 28.7 | 7.1 | 49.5 | 73.0 | -23.9 | 77.0 | 29.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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