Nasdaq - Delayed Quote USD

Principal LifeTime 2040 Institutional (PTDIX)

15.77 +0.11 (+0.70%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.61%
5y Average Return 7.89%
Number of Years Up 16
Number of Years Down 6
Best 1Y Total Return (Apr 26, 2024) 29.47%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 29.47%
Worst 3Y Total Return 3.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTDIX
Category
YTD
6.37%
10.80%
1-Month
2.92%
1.06%
3-Month
6.37%
6.14%
1-Year
19.16%
33.59%
3-Year
4.46%
12.99%
5-Year
9.06%
12.87%
10-Year
7.69%
9.72%
Last Bull Market
30.95%
19.05%
Last Bear Market
-13.70%
-17.54%

Annual Total Return (%) History

Year
PTDIX
Category
2024
--
--
2023
18.36%
--
2022
-18.13%
--
2021
15.43%
--
2020
16.04%
14.56%
2019
24.89%
23.19%
2018
-7.90%
-7.74%
2017
20.70%
19.52%

2016
5.45%
7.95%
2015
-0.79%
-1.99%
2014
6.11%
5.25%
2013
22.36%
19.97%
2012
16.66%
14.64%
2011
-3.38%
-3.49%
2010
15.85%
14.37%
2009
29.47%
30.90%
2008
-38.10%
-37.94%
2007
6.97%
6.21%
2006
15.61%
14.67%
2005
8.82%
7.41%
2004
13.00%
11.71%
2003
24.48%
26.65%
2002
-12.61%
-16.99%
2001
--
-13.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.37% -- -- --
2023 5.66% 4.93% -3.76% 10.93%
2022 -7.01% -13.70% -5.66% 8.15%
2021 4.39% 6.14% -0.91% 5.13%
2020 -18.77% 18.07% 6.91% 13.17%
2019 11.79% 3.85% 0.85% 6.67%
2018 -0.38% 1.21% 3.85% -12.05%
2017 5.58% 4.05% 4.88% 4.76%
2016 -0.36% 1.32% 3.90% 0.54%
2015 2.71% -0.07% -6.86% 3.79%

2014 1.48% 3.77% -1.53% 2.33%
2013 6.92% 0.00% 6.62% 7.33%
2012 11.95% -3.77% 5.92% 2.24%
2011 5.10% 0.40% -15.70% 8.61%
2010 4.84% -9.97% 12.51% 9.09%
2009 -9.82% 17.41% 16.57% 4.88%
2008 -8.81% -0.39% -13.38% -21.32%
2007 1.95% 5.03% 2.83% -2.85%
2006 5.57% -1.61% 4.20% 6.81%
2005 -1.19% 2.67% 5.04% 2.13%
2004 3.29% -0.09% 0.09% 9.40%
2003 -2.89% 12.49% 3.38% 10.23%
2002 1.30% -6.21% -12.08% 4.62%
2001 5.35% -7.07% 8.91% --

Rank in Category (By Total Return)

YTD 58
1-Month 44
3-Month 58
1-Year 36
3-Year 68
5-Year 44

Load Adjusted Returns

1-Year 19.16%
3-Year 4.46%
5-Year 9.06%
10-Year 7.69%

Performance & Risk

YTD Return 3.61%
5y Average Return 7.89%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Principal Funds
Net Assets 4.65B
YTD Return 6.37%
Yield 1.82%
Morningstar Rating
Inception Date Jun 28, 2005

Fund Summary

The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2040. It 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.

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