PTCSX - Principal LifeTime 2030 Fund R-4 Class
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return4.77%
5-Year Average Return4.47%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (May 25, 2023)28.43%
Worst 1 Yr Total Return (May 25, 2023)N/A
Best 3-Yr Total Return28.43%
Worst 3-Yr Total Return-2.11%
Trailing Returns (%) Vs. Benchmarks
ReturnPTCSXCategory
YTD4.77%7.97%
1-Month0.30%0.98%
3-Month1.98%5.18%
1-Year-0.15%25.53%
3-Year5.86%11.28%
5-Year4.47%10.98%
10-Year5.86%8.54%
Last Bull Market25.26%17.21%
Last Bear Market-11.71%-15.52%
Annual Total Return (%) History
YearPTCSXCategory
2023N/AN/A
2022-17.15%N/A
202112.43%N/A
202014.18%12.99%
201922.00%20.07%
2018-7.74%-6.25%
201717.96%16.57%
20165.42%7.33%
2015-1.29%-1.79%
20145.56%5.04%
201318.82%16.65%
201215.12%13.59%
2011-2.56%-2.26%
201015.08%13.47%
200928.43%28.87%
2008-36.53%-36.04%
20075.88%6.50%
200614.74%13.60%
20057.98%6.81%
200412.43%10.95%
200324.93%23.89%
2002-10.39%-14.20%
2001N/A-10.47%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20234.85%N/AN/AN/A
2022-6.71%-11.71%-5.41%6.34%
20213.08%5.38%-0.85%4.38%
2020-15.84%15.49%5.82%11.01%
201910.35%3.75%0.80%5.71%
2018-0.79%0.80%3.16%-10.57%
20174.94%3.58%4.34%4.00%
20160.15%1.58%3.47%0.15%
20152.52%-0.33%-6.20%3.00%
20141.49%3.60%-1.61%2.04%
20136.02%-0.37%5.77%6.34%
201210.70%-3.19%5.45%1.88%
20114.82%0.48%-14.45%8.14%
20104.79%-8.96%11.65%8.04%
2009-9.52%16.91%15.95%4.71%
2008-8.30%-0.55%-12.87%-20.12%
20071.81%4.33%2.58%-2.82%
20065.14%-1.45%4.19%6.28%
2005-1.52%2.99%4.40%1.97%
20043.60%-0.89%0.63%8.81%
2003-2.17%11.45%4.30%9.86%
20020.81%-5.04%-10.08%4.10%
20014.47%-7.27%6.83%N/A
Rank In Category (By Total Return)
YTD61
1-Month4
3-Month82
1-Year51
3-Year53
5-Year63
Load Adjusted Returns
1-Year0.63%
3-Year7.22%
5-Year4.94%
10-Year6.11%
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