PLSIX - Principal LifeTime Strategic Income Fund Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.98%
5-Year Average Return2.48%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (May 24, 2023)18.53%
Worst 1 Yr Total Return (May 24, 2023)N/A
Best 3-Yr Total Return18.53%
Worst 3-Yr Total Return0.00%

Trailing Returns (%) Vs. Benchmarks

ReturnPLSIXCategory
YTD2.98%3.58%
1-Month-1.24%0.73%
3-Month1.17%3.29%
1-Year-0.49%12.52%
3-Year1.15%7.60%
5-Year2.48%6.39%
10-Year3.07%5.12%
Last Bull Market10.00%8.81%
Last Bear Market-8.37%-5.68%

Annual Total Return (%) History

Year
PLSIXCategory
2023
N/AN/A
2022
-13.10%N/A
2021
4.43%N/A
2020
10.19%9.03%
2019
12.77%12.85%
2018
-3.14%-3.16%
2017
8.73%8.81%
2016
4.79%5.10%
2015
-0.87%-1.50%
2014
4.59%4.36%
2013
5.39%7.36%
2012
9.46%9.01%
2011
3.56%1.60%
2010
11.19%8.94%
2009
18.53%18.36%
2008
-22.29%-18.06%
2007
1.73%4.46%
2006
9.13%7.34%
2005
4.12%3.30%
2004
11.06%6.46%
2003
15.29%13.04%
2002
-1.69%-3.93%
2001
N/A0.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.87%N/AN/AN/A
2022-5.08%-8.37%-4.33%4.44%
2021-0.16%3.10%-0.08%1.53%
2020-5.72%8.30%2.97%4.81%
20195.67%3.07%1.24%2.28%
2018-0.97%0.25%1.55%-3.92%
20172.52%1.89%2.25%1.80%
20161.80%1.94%1.99%-0.99%
20151.92%-0.82%-2.39%0.47%
20141.79%2.77%-0.98%0.97%
20132.46%-1.89%2.36%2.41%
20124.23%0.45%3.41%1.11%
20112.64%1.38%-3.99%3.65%
20103.36%-0.98%6.16%2.34%
2009-4.41%9.72%9.86%2.88%
2008-3.95%-1.22%-7.71%-11.26%
20071.45%0.16%1.35%-1.22%
20062.45%-0.33%3.64%3.12%
2005-1.35%2.66%1.59%1.21%
20043.56%-1.14%2.67%5.66%
2003-0.31%7.04%2.13%5.79%
20020.40%-1.20%-3.33%2.51%
20012.54%-2.08%3.12%N/A

Rank In Category (By Total Return)

YTD40
1-Month3
3-Month40
1-Year21
3-Year65
5-Year61

Load Adjusted Returns

1-Year0.60%
3-Year2.05%
5-Year2.93%
10-Year3.23%