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Principal LifeTime Hybrid 2045 Fund (PHJYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
14.48+0.12 (+0.84%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.15%
5-Year Average Return9.45%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jan 23, 2024)24.56%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return24.56%
Worst 3-Yr Total Return3.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPHJYXCategory
YTD19.28%11.62%
1-Month5.27%1.08%
3-Month10.88%6.42%
1-Year19.28%36.05%
3-Year4.74%13.52%
5-Year10.58%13.44%
10-Year0.00%9.97%
Last Bull Market32.18%20.43%
Last Bear Market-14.97%-18.27%

Annual Total Return (%) History

Year
PHJYXCategory
2023
19.28%N/A
2022
-18.47%N/A
2021
18.17%N/A
2020
15.49%15.10%
2019
24.56%24.35%
2018
N/A-8.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20236.40%5.38%-4.05%10.88%
2022-6.32%-14.97%-5.42%8.24%
20215.30%5.84%-1.01%7.12%
2020-18.96%17.25%7.40%13.16%
201911.50%3.50%0.58%7.32%
20181.16%3.94%-13.02%N/A

Rank In Category (By Total Return)

YTD55
1-Month45
3-Month44
1-Year55
3-Year39
5-Year51

Load Adjusted Returns

1-Year18.28%
3-Year4.74%
5-Year10.58%
10-YearN/A