Nasdaq - Delayed Quote USD

Principal LifeTime Strategic Inc R5 (PLSPX)

11.00 +0.05 (+0.46%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.82%
5y Average Return 3.12%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 18.27%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 18.27%
Worst 3Y Total Return -0.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLSPX
Category
YTD
2.84%
3.58%
1-Month
1.81%
0.73%
3-Month
2.84%
3.29%
1-Year
9.61%
12.52%
3-Year
0.97%
7.60%
5-Year
3.77%
6.39%
10-Year
3.50%
5.12%
Last Bull Market
9.81%
8.81%
Last Bear Market
-8.46%
-5.68%

Annual Total Return (%) History

Year
PLSPX
Category
2024
--
--
2023
10.70%
--
2022
-13.40%
--
2021
4.23%
--
2020
9.90%
9.03%
2019
12.48%
12.85%
2018
-3.40%
-3.16%
2017
8.50%
8.81%

2016
4.51%
5.10%
2015
-1.07%
-1.50%
2014
4.25%
4.36%
2013
5.13%
7.36%
2012
9.20%
9.01%
2011
3.29%
1.60%
2010
10.94%
8.94%
2009
18.27%
18.36%
2008
-22.53%
-18.06%
2007
1.55%
4.46%
2006
8.86%
7.34%
2005
3.86%
3.30%
2004
10.84%
6.46%
2003
14.98%
13.04%
2002
-1.94%
-3.93%
2001
--
0.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.84% -- -- --
2023 3.87% 1.72% -2.63% 7.61%
2022 -5.23% -8.46% -4.24% 4.24%
2021 -0.16% 3.02% -0.23% 1.58%
2020 -5.80% 8.30% 2.89% 4.70%
2019 5.58% 2.98% 1.24% 2.19%
2018 -1.05% 0.16% 1.55% -4.02%
2017 2.44% 1.89% 2.17% 1.74%
2016 1.72% 1.86% 1.91% -1.02%
2015 1.84% -0.82% -2.48% 0.44%

2014 1.71% 2.69% -1.06% 0.89%
2013 2.29% -1.89% 2.28% 2.42%
2012 4.13% 0.36% 3.32% 1.13%
2011 2.55% 1.29% -4.00% 3.59%
2010 3.36% -1.08% 6.17% 2.20%
2009 -4.41% 9.60% 9.76% 2.86%
2008 -3.95% -1.40% -7.72% -11.36%
2007 1.45% 0.16% 1.27% -1.32%
2006 2.37% -0.33% 3.56% 3.03%
2005 -1.36% 2.58% 1.51% 1.12%
2004 3.55% -1.23% 2.58% 5.64%
2003 -0.41% 7.04% 2.13% 5.61%
2002 0.30% -1.20% -3.43% 2.46%
2001 2.54% -2.28% 3.17% --

Rank in Category (By Total Return)

YTD 27
1-Month 24
3-Month 27
1-Year 31
3-Year 61
5-Year 67

Load Adjusted Returns

1-Year 9.61%
3-Year 0.97%
5-Year 3.77%
10-Year 3.50%

Performance & Risk

YTD Return 0.82%
5y Average Return 3.12%
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 2.32%
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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