Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) | 2.68% | 9.62% | 8.84% | 1.49% | 4.57% | 4.98% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) | 03/05/2008 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 9.62 | 8.84 | 1.49 | 4.57 | 4.98 | NA | … | … | 2.68 | 10.62 | 6.67 | 11.15 | -17.74 | 1.83 | 8.11 | 16.29 | -4.70 | 13.20 | 5.54 | -1.19 | 3.35 | 15.37 | 13.08 | 0.01 | 14.44 | 24.81 | -26.36 |
| Sharpe Ratio | NA | 1.28 | 0.91 | -0.13 | 0.38 | NA | NA | … | … | 0.58 | 1.21 | 0.56 | 1.18 | -1.66 | 0.22 | 0.60 | 3.20 | -0.88 | 3.78 | 0.80 | -0.17 | 0.53 | 2.27 | 1.82 | 0.00 | 1.12 | 1.31 | -1.11 |
| Standard Deviation(%) | NA | 5.43 | 6.16 | 7.94 | 7.77 | NA | NA | … | … | 6.69 | 6.40 | 5.42 | 6.40 | 11.59 | 8.16 | 13.00 | 4.63 | 6.92 | 3.34 | 6.70 | 7.12 | 6.29 | 6.77 | 7.23 | 14.18 | 12.77 | 18.82 | 28.49 |
| Draw Down(%) | NA | 4.29 | 6.16 | 22.96 | 22.96 | NA | NA | … | … | 4.29 | 5.98 | 2.91 | 6.16 | 18.14 | 7.66 | 17.49 | 2.07 | 9.78 | 1.02 | 5.66 | 7.54 | 4.65 | 5.72 | 5.95 | 14.04 | 9.95 | 19.59 | 40.15 |
| Yield(%) | 0.00 | 11.36 | 7.96 | 4.71 | 5.83 | 5.82 | 4.76 | … | … | 0.00 | 11.77 | 7.07 | 5.03 | 2.25 | 2.65 | 2.09 | 13.15 | 8.34 | 7.99 | 3.72 | 8.03 | 5.81 | 5.71 | 4.87 | 3.69 | 4.67 | 2.84 | 1.46 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) |
-3.94%
Nov 2020 – Nov 2023 |
0.07%
Dec 2017 – Dec 2022 |
2.58%
Oct 2013 – Oct 2023 |
3.45%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) |
20.81%
Feb 2009 – Feb 2012 |
16.54%
Feb 2009 – Feb 2014 |
10.22%
Feb 2009 – Feb 2019 |
7.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart