PHJYX - Principal LifeTime Hybrid 2045 Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return8.92%

5-Year Average Return6.16%

Number of Years Up3

Number of Years Down1

Best 1 Yr Total Return (Jun 1, 2023)24.56%

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

Best 3-Yr Total Return24.56%

Worst 3-Yr Total Return3.62%

Trailing Returns (%) Vs. Benchmarks

ReturnPHJYXCategory

YTD8.92%11.62%

1-Month2.54%1.08%

3-Month3.85%6.42%

1-Year1.45%36.05%

3-Year8.72%13.52%

5-Year6.16%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

N/AN/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%N/AN/AN/A

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-Month74

3-Month65

1-Year60

3-Year67

5-Year60

Load Adjusted Returns

1-Year0.35%

3-Year10.28%

5-Year6.30%

10-YearN/A