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Principal LifeTime 2040 Fund (PTDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
13.84+0.14 (+1.02%)
At close: 08:06AM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.07%
5-Year Average Return13.02%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (May 3, 2021)29.47%
Worst 1 Yr Total Return (May 3, 2021)N/A
Best 3-Yr Total Return29.47%
Worst 3-Yr Total Return-8.52%

Trailing Returns (%) Vs. Benchmarks

ReturnPTDIXCategory
YTD8.07%10.80%
1-Month2.30%1.06%
3-Month5.08%6.14%
1-Year43.06%33.59%
3-Year12.77%12.99%
5-Year13.02%12.87%
10-Year9.56%9.72%
Last Bull Market21.10%19.05%
Last Bear Market-18.14%-17.54%

Annual Total Return (%) History

N/A

Past Quarterly Returns (%)

N/A

Rank In Category (By Total Return)

YTD53
1-Month44
3-Month53
1-Year37
3-Year29
5-Year42

Load Adjusted Returns

1-Year49.12%
3-Year11.83%
5-Year12.22%
10-Year9.37%
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