PTBSX - Principal LifeTime 2020 R4

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return2.19%
5-Year Average Return6.88%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Aug 30, 2018)26.94%
Worst 1 Yr Total Return (Aug 30, 2018)-34.01%
Best 3-Yr Total Return26.94%
Worst 3-Yr Total Return-7.64%

Trailing Returns (%) Vs. Benchmarks

ReturnPTBSXCategory
YTD2.19%1.88%
1-Month0.70%0.78%
3-Month2.27%1.99%
1-Year6.76%5.82%
3-Year7.30%6.88%
5-Year6.88%6.25%
10-Year5.95%5.71%
Last Bull Market17.63%13.61%
Last Bear Market-14.66%-10.82%

Annual Total Return (%) History

Year
PTBSXCategory
2018
N/AN/A
2017
14.51%12.46%
2016
5.41%6.23%
2015
-1.50%-1.57%
2014
5.22%4.72%
2013
15.52%11.57%
2012
14.25%11.68%
2011
-1.50%-0.22%
2010
14.45%12.27%
2009
26.94%24.25%
2008
-34.01%-29.46%
2007
4.88%6.02%
2006
13.82%11.95%
2005
7.27%5.80%
2004
11.82%9.61%
2003
21.10%21.84%
2002
-7.34%-13.42%
2001
N/A-9.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2018-0.92%0.57%N/AN/A
20174.08%2.96%3.52%3.23%
20160.63%1.87%3.06%-0.23%
20152.21%-0.56%-5.19%2.21%
20141.56%3.35%-1.55%1.83%
20135.42%-0.83%4.80%5.44%
20129.64%-2.36%4.92%1.71%
20114.40%0.66%-12.63%7.28%
20104.65%-7.49%10.50%6.99%
2009-8.75%15.90%15.08%4.31%
2008-7.37%-0.80%-11.95%-18.44%
20071.77%3.40%2.38%-2.64%
20064.62%-1.32%4.32%5.67%
2005-1.44%3.17%3.65%1.77%
20043.86%-1.50%1.17%8.04%
2003-1.32%10.23%2.93%8.16%
20020.80%-3.79%-7.68%3.48%
20013.72%-5.38%5.79%N/A

Rank In Category (By Total Return)

YTD44
1-Month69
3-Month33
1-Year31
3-Year42
5-Year34

Load Adjusted Returns

1-Year6.76%
3-Year7.30%
5-Year6.88%
10-Year5.95%