Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTSGX (PRINCIPAL LIFETIME 2015 FUND R-1) | NA | 9.54% | -3.44% | 0.52% | 2.31% | 4.34% | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSGX (PRINCIPAL LIFETIME 2015 FUND R-1) | 03/05/2008 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 9.54 | -3.44 | 0.52 | 2.31 | 4.34 | NA | … | … | 7.17 | 7.98 | -18.85 | 0.67 | 7.12 | 15.22 | -5.51 | 12.22 | 4.63 | -2.03 | 3.24 | 13.47 | 12.12 | -0.93 | 13.47 | 23.66 | -27.15 |
| Sharpe Ratio | NA | 0.51 | -0.84 | -0.20 | 0.09 | NA | NA | … | … | 0.18 | 0.56 | -1.75 | 0.08 | 0.53 | 2.96 | -0.98 | 3.47 | 0.65 | -0.29 | 0.53 | 2.03 | 1.69 | -0.07 | 1.06 | 1.24 | -1.14 |
| Standard Deviation(%) | NA | 5.90 | 9.14 | 9.49 | 7.95 | NA | NA | … | … | 5.51 | 6.71 | 11.61 | 8.36 | 13.05 | 4.67 | 6.99 | 3.35 | 6.77 | 7.04 | 6.07 | 6.61 | 7.20 | 14.17 | 12.63 | 18.94 | 28.53 |
| Draw Down(%) | NA | 3.01 | 22.99 | 24.03 | 24.03 | NA | NA | … | … | 3.01 | 6.26 | 18.97 | 8.02 | 17.51 | 2.12 | 10.48 | 1.05 | 5.77 | 7.89 | 4.67 | 5.84 | 6.16 | 14.30 | 10.10 | 19.64 | 40.70 |
| Yield(%) | 0.00 | 1.72 | 1.40 | 3.25 | 4.18 | 4.80 | 3.22 | … | … | 0.00 | 1.82 | 1.28 | 1.71 | 1.18 | 12.48 | 7.53 | 7.11 | 2.86 | 7.18 | 4.96 | 4.90 | 4.00 | 2.92 | 3.93 | 2.20 | 1.27 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| LTSGX (PRINCIPAL LIFETIME 2015 FUND R-1) |
-5.03%
Nov 2020 – Nov 2023 |
-0.97%
Dec 2017 – Dec 2022 |
1.60%
Oct 2013 – Oct 2023 |
2.48%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSGX (PRINCIPAL LIFETIME 2015 FUND R-1) |
19.80%
Feb 2009 – Feb 2012 |
15.54%
Feb 2009 – Feb 2014 |
9.28%
Feb 2009 – Feb 2019 |
6.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart