PLTAX - Principal LifeTime 2060 Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.68%
5-Year Average Return5.69%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (May 24, 2023)27.02%
Worst 1 Yr Total Return (May 24, 2023)N/A
Best 3-Yr Total Return27.02%
Worst 3-Yr Total Return3.28%

Trailing Returns (%) Vs. Benchmarks

ReturnPLTAXCategory
YTD5.68%6.10%
1-Month0.21%0.90%
3-Month1.61%6.10%
1-Year2.77%14.41%
3-Year9.78%4.94%
5-Year5.69%9.53%
10-Year7.28%0.00%
Last Bull Market35.91%5.12%
Last Bear Market-14.91%0.00%

Annual Total Return (%) History

Year
PLTAXCategory
2023
N/AN/A
2022
-19.11%N/A
2021
17.65%N/A
2020
16.15%15.52%
2019
27.02%25.15%
2018
-9.47%-8.52%
2017
22.28%21.27%
2016
5.31%7.81%
2015
-1.05%-1.17%
2014
5.73%5.53%
2013
N/A24.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.97%N/AN/AN/A
2022-7.29%-14.91%-6.07%9.18%
20215.36%6.77%-1.25%5.90%
2020-21.92%20.09%7.60%15.13%
201912.93%3.94%0.49%7.69%
2018-0.35%1.28%4.14%-13.86%
20176.08%4.14%5.28%5.14%
2016-0.78%1.13%4.12%0.79%
20152.73%0.08%-7.65%4.21%
20141.37%3.96%-1.86%2.24%
20130.98%7.27%7.84%N/A

Rank In Category (By Total Return)

YTD63
1-Month3
3-Month72
1-Year37
3-Year56
5-Year66

Load Adjusted Returns

1-Year0.93%
3-Year11.02%
5-Year6.38%
10-Year7.68%