Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTADX (PRINCIPAL LIFETIME 2025 FUND R-2) | NA | 18.02% | 8.98% | 9.99% | 7.35% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTADX (PRINCIPAL LIFETIME 2025 FUND R-2) | 03/05/2008 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 18.02 | 8.98 | 9.99 | 7.35 | NA | NA | … | … | 2.24 | 11.63 | 19.54 | -7.07 | 15.84 | 5.27 | -1.89 | 4.02 | 17.79 | 14.32 | -2.41 | 14.50 | 25.92 | -29.89 |
| Sharpe Ratio | NA | 1.08 | 0.64 | 0.86 | 0.63 | NA | NA | … | … | 1.51 | 0.61 | 2.67 | -0.87 | 3.49 | 0.54 | -0.20 | 0.51 | 2.14 | 1.52 | -0.13 | 0.98 | 1.20 | -1.06 |
| Standard Deviation(%) | NA | 18.52 | 12.57 | 10.70 | 11.11 | NA | NA | … | … | 10.15 | 18.51 | 6.80 | 9.65 | 4.37 | 9.40 | 9.69 | 7.85 | 8.31 | 9.45 | 18.25 | 14.74 | 21.59 | 33.51 |
| Draw Down(%) | NA | 20.38 | 23.37 | 23.37 | 23.37 | NA | NA | … | … | 2.77 | 23.37 | 3.33 | 13.94 | 1.34 | 8.07 | 9.69 | 6.09 | 6.77 | 8.11 | 17.91 | 11.63 | 21.91 | 44.51 |
| Yield(%) | 0.00 | 5.12 | 5.42 | 5.33 | 5.28 | 3.81 | 2.86 | … | … | 0.00 | 4.99 | 7.03 | 4.96 | 4.47 | 2.99 | 7.51 | 5.60 | 5.70 | 4.11 | 1.91 | 3.45 | 2.16 | 1.37 |
Data as of 03/01/2021, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTADX (PRINCIPAL LIFETIME 2025 FUND R-2) |
0.83%
May 2008 – May 2011 |
2.24%
Mar 2015 – Mar 2020 |
4.62%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTADX (PRINCIPAL LIFETIME 2025 FUND R-2) |
21.44%
Feb 2009 – Feb 2012 |
17.50%
Feb 2009 – Feb 2014 |
10.74%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart