Principal LifeTime 2035 Fund (LTIUX)
The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2035. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Fund Info
US7425537203
742553720
Feb 28, 2008
$0
Large-Cap
Blend
Expense Ratio
LTIUX has an expense ratio of 0.01%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Principal LifeTime 2035 Fund (LTIUX) returned 3.63% year-to-date (YTD) and 9.46% over the past 12 months. Over the past 10 years, LTIUX returned 7.10% annually, underperforming the S&P 500 benchmark at 10.84%.
LTIUX
3.63%
3.46%
0.82%
9.46%
7.77%
8.86%
7.10%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of LTIUX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.84% | 0.23% | -2.83% | 0.08% | 3.38% | 3.63% | |||||||
| 2024 | -0.00% | 2.71% | 2.64% | -3.35% | 3.14% | 0.78% | 2.40% | 2.04% | 1.56% | -2.12% | 3.43% | -3.20% | 10.14% |
| 2023 | 6.42% | -2.85% | 1.78% | 1.31% | -1.55% | 4.46% | 2.26% | -1.96% | -3.92% | -2.52% | 7.84% | 4.95% | 16.50% |
| 2022 | -4.72% | -2.66% | 0.46% | -6.88% | 0.49% | -6.62% | 6.49% | -3.74% | -7.85% | 4.67% | 6.21% | -3.47% | -17.47% |
| 2021 | -0.82% | 2.65% | 1.91% | 3.83% | 1.04% | 0.96% | 1.02% | 1.62% | -3.46% | 3.92% | -2.38% | 3.23% | 14.07% |
| 2020 | -0.33% | -5.29% | -12.47% | 9.56% | 4.64% | 2.17% | 4.59% | 3.90% | -2.03% | -1.44% | 9.56% | 3.98% | 15.70% |
| 2019 | 7.01% | 2.57% | 1.21% | 2.90% | -4.14% | 5.27% | 0.49% | -0.65% | 1.07% | 1.63% | 2.16% | 2.20% | 23.49% |
| 2018 | 4.40% | -3.74% | -0.89% | 0.49% | 0.89% | -0.32% | 2.35% | 1.34% | -0.08% | -6.56% | 1.09% | -5.99% | -7.37% |
| 2017 | 2.40% | 2.16% | 0.71% | 1.67% | 1.55% | 0.60% | 2.20% | 0.58% | 1.89% | 1.77% | 1.74% | 0.87% | 19.70% |
| 2016 | -4.76% | -0.69% | 5.53% | 0.94% | 0.74% | -0.28% | 3.23% | 0.18% | 0.27% | -1.87% | 1.09% | 1.17% | 5.33% |
| 2015 | -0.79% | 4.16% | -0.68% | 1.03% | 0.59% | -1.60% | 0.94% | -5.08% | -2.41% | 5.30% | -0.17% | -1.70% | -0.84% |
| 2014 | -2.26% | 4.27% | -0.34% | -0.17% | 1.97% | 1.94% | -1.49% | 2.68% | -2.69% | 1.85% | 1.32% | -0.80% | 6.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LTIUX is 60, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Principal LifeTime 2035 Fund (LTIUX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Principal LifeTime 2035 Fund provided a 5.68% dividend yield over the last twelve months, with an annual payout of $0.75 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.75 | $0.75 | $0.51 | $0.82 | $1.00 | $0.71 | $0.89 | $0.82 | $0.67 | $0.46 | $0.60 | $0.79 |
Dividend yield | 5.68% | 5.88% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.27% | 5.59% | 6.92% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal LifeTime 2035 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.75 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.82 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 | $1.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.71 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.89 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.82 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.60 |
| 2014 | $0.79 | $0.79 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Principal LifeTime 2035 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Principal LifeTime 2035 Fund was 49.65%, occurring on Mar 9, 2009. Recovery took 493 trading sessions.
The current Principal LifeTime 2035 Fund drawdown is 0.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.65% | May 20, 2008 | 201 | Mar 9, 2009 | 493 | Feb 18, 2011 | 694 |
| -28.12% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
| -24.24% | Nov 9, 2021 | 235 | Oct 14, 2022 | 359 | Mar 21, 2024 | 594 |
| -19.67% | May 2, 2011 | 108 | Oct 3, 2011 | 115 | Mar 19, 2012 | 223 |
| -15.91% | Jan 29, 2018 | 229 | Dec 24, 2018 | 86 | Apr 30, 2019 | 315 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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