PHJUX - Principal LifeTime Hybrid 2050 Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return7.47%

5-Year Average Return5.96%

Number of Years Up3

Number of Years Down1

Best 1 Yr Total Return (May 31, 2023)25.22%

Worst 1 Yr Total Return (May 31, 2023)N/A

Best 3-Yr Total Return25.22%

Worst 3-Yr Total Return3.79%

Trailing Returns (%) Vs. Benchmarks

ReturnPHJUXCategory

YTD7.47%11.99%

1-Month0.08%1.08%

3-Month2.94%6.55%

1-Year1.76%37.09%

3-Year8.91%13.69%

5-Year5.96%13.58%

10-Year0.00%10.11%

Last Bull Market33.44%19.71%

Last Bear Market-15.48%-18.27%

Annual Total Return (%) History

Year

PHJUXCategory

2023

N/AN/A

2022

-18.64%N/A

2021

18.85%N/A

2020

15.62%15.25%

2019

25.22%24.54%

2018

N/A-8.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

20236.47%N/AN/AN/A

2022-6.30%-15.48%-5.53%8.75%

20215.61%5.98%-1.00%7.26%

2020-19.81%17.94%7.65%13.56%

201911.93%3.47%0.57%7.51%

20181.32%4.00%-13.51%N/A

Rank In Category (By Total Return)

YTD55

1-Month70

3-Month65

1-Year55

3-Year56

5-Year56

Load Adjusted Returns

1-Year0.48%

3-Year10.78%

5-Year6.43%

10-YearN/A