Nasdaq - Delayed Quote USD

Principal LifeTime Strategic Inc Instl (PLSIX)

10.93 +0.04 (+0.37%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.28%
5y Average Return 3.37%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Apr 22, 2024) 18.53%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 18.53%
Worst 3Y Total Return 0.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLSIX
Category
YTD
2.84%
3.58%
1-Month
1.82%
0.73%
3-Month
2.84%
3.29%
1-Year
9.84%
12.52%
3-Year
1.22%
7.60%
5-Year
4.01%
6.39%
10-Year
3.76%
5.12%
Last Bull Market
10.00%
8.81%
Last Bear Market
-8.37%
-5.68%

Annual Total Return (%) History

Year
PLSIX
Category
2024
--
--
2023
10.93%
--
2022
-13.10%
--
2021
4.43%
--
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
--
0.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.84% -- -- --
2023 3.87% 1.81% -2.53% 7.62%
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%
2019 5.67% 3.07% 1.24% 2.28%
2018 -0.97% 0.25% 1.55% -3.92%
2017 2.52% 1.89% 2.25% 1.80%
2016 1.80% 1.94% 1.99% -0.99%
2015 1.92% -0.82% -2.39% 0.47%

2014 1.79% 2.77% -0.98% 0.97%
2013 2.46% -1.89% 2.36% 2.41%
2012 4.23% 0.45% 3.41% 1.11%
2011 2.64% 1.38% -3.99% 3.65%
2010 3.36% -0.98% 6.16% 2.34%
2009 -4.41% 9.72% 9.86% 2.88%
2008 -3.95% -1.22% -7.71% -11.26%
2007 1.45% 0.16% 1.35% -1.22%
2006 2.45% -0.33% 3.64% 3.12%
2005 -1.35% 2.66% 1.59% 1.21%
2004 3.56% -1.14% 2.67% 5.66%
2003 -0.31% 7.04% 2.13% 5.79%
2002 0.40% -1.20% -3.33% 2.51%
2001 2.54% -2.08% 3.12% --

Rank in Category (By Total Return)

YTD 27
1-Month 24
3-Month 27
1-Year 26
3-Year 49
5-Year 55

Load Adjusted Returns

1-Year 9.84%
3-Year 1.22%
5-Year 4.01%
10-Year 3.76%

Performance & Risk

YTD Return 0.28%
5y Average Return 3.37%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Target-Date Retirement
Fund Family Principal Funds
Net Assets 809.76M
YTD Return 2.84%
Yield 2.52%
Morningstar Rating
Inception Date Jun 28, 2005

Fund Summary

The fund 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. Its asset allocation is designed for investors who are approximately 10 years beyond the normal retirement age of 65.

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