Nasdaq - Delayed Quote USD

Principal LifeTime 2050 Fund R-2 Class (PTENX)

17.83 +0.35 (+2.00%)
At close: March 1 at 8:00 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return 8.79%
5y Average Return 6.31%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Feb 4, 2019) 28.89%
Worst 1Y Total Return (Feb 4, 2019) -39.53%
Best 3Y Total Return 28.89%
Worst 3Y Total Return -9.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTENX
Category
YTD
4.45%
11.99%
1-Month
3.72%
1.08%
3-Month
8.02%
6.55%
1-Year
30.64%
37.09%
3-Year
11.38%
13.69%
5-Year
8.88%
13.58%
10-Year
0.00%
10.11%
Last Bull Market
21.55%
19.71%
Last Bear Market
-19.48%
-18.27%

Annual Total Return (%) History

Year
PTENX
Category
2020
15.68%
15.25%
2019
25.78%
24.54%
2018
-9.37%
-8.41%
2017
21.18%
20.67%
2016
4.81%
8.22%
2015
-1.44%
-2.01%
2014
5.43%
5.42%
2013
22.92%
21.02%

2012
16.56%
15.07%
2011
-4.76%
-3.82%
2010
15.19%
14.53%
2009
28.89%
32.02%
2008
-39.53%
-38.67%
2007
6.31%
5.91%
2006
15.24%
15.51%
2005
8.56%
8.76%
2004
12.38%
12.60%
2003
25.55%
25.73%
2002
-16.31%
-16.09%
2001
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -20.98% 19.34% 7.28% 14.34%
2019 12.46% 3.81% 0.46% 7.25%
2018 -0.45% 1.10% 3.97% -13.39%
2017 5.83% 3.95% 5.03% 4.88%
2016 -0.75% 0.99% 3.98% 0.57%
2015 2.68% -0.07% -7.62% 3.99%
2014 1.33% 3.79% -1.86% 2.15%
2013 7.00% 0.08% 6.77% 7.51%
2012 12.39% -4.29% 5.98% 2.24%
2011 5.16% 0.17% -16.82% 8.70%

2010 4.78% -10.97% 12.87% 9.40%
2009 -10.35% 17.46% 16.83% 4.77%
2008 -9.29% -0.49% -13.88% -22.22%
2007 1.72% 5.06% 2.65% -3.09%
2006 5.70% -1.83% 3.80% 6.99%
2005 -1.16% 1.98% 5.56% 2.03%
2004 2.94% 0.10% -0.66% 9.80%
2003 -3.79% 13.36% 3.48% 11.25%
2002 1.23% -7.68% -14.90% 5.23%
2001 5.92% -10.58% 9.77% --

Rank in Category (By Total Return)

YTD 60
1-Month 12
3-Month 62
1-Year 61
3-Year 55
5-Year 75

Load Adjusted Returns

1-Year 28.08%
3-Year 10.29%
5-Year 12.93%
10-Year 8.77%

Performance & Risk

YTD Return 8.79%
5y Average Return 6.31%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.53
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family Principal Funds
Net Assets 2.7B
YTD Return 4.45%
Yield 0.89%
Morningstar Rating
Inception Date Mar 01, 2001

Fund Summary

The investment seeks a total return consisting of long-term growth of capital and current income. 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 2050. 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.

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