PTDPX - Principal LifeTime 2040 Fund R-5 Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.42%
5-Year Average Return5.51%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Jun 4, 2023)29.13%
Worst 1 Yr Total Return (Jun 4, 2023)N/A
Best 3-Yr Total Return29.13%
Worst 3-Yr Total Return-2.70%

Trailing Returns (%) Vs. Benchmarks

ReturnPTDPXCategory
YTD7.42%10.80%
1-Month0.99%1.06%
3-Month1.85%6.14%
1-Year1.55%33.59%
3-Year5.96%12.99%
5-Year5.51%12.87%
10-Year7.25%9.72%
Last Bull Market30.71%19.05%
Last Bear Market-13.72%-17.54%

Annual Total Return (%) History

Year
PTDPXCategory
2023
N/AN/A
2022
-18.32%N/A
2021
15.10%N/A
2020
15.71%14.56%
2019
24.60%23.19%
2018
-8.12%-7.74%
2017
20.40%19.52%
2016
5.18%7.95%
2015
-1.05%-1.99%
2014
5.89%5.25%
2013
21.99%19.97%
2012
16.32%14.64%
2011
-3.57%-3.49%
2010
15.52%14.37%
2009
29.13%30.90%
2008
-38.26%-37.94%
2007
6.71%6.21%
2006
15.33%14.67%
2005
8.47%7.41%
2004
12.77%11.71%
2003
24.14%26.65%
2002
-12.82%-16.99%
2001
N/A-13.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.62%N/AN/AN/A
2022-7.05%-13.72%-5.77%8.09%
20214.29%6.12%-1.02%5.08%
2020-18.84%17.99%6.81%13.13%
201911.68%3.80%0.79%6.64%
2018-0.45%1.16%3.81%-12.11%
20175.53%3.93%4.84%4.71%
2016-0.37%1.17%3.85%0.47%
20152.65%-0.13%-6.90%3.67%
20141.48%3.72%-1.66%2.31%
20136.86%-0.07%6.57%7.19%
201211.79%-3.78%5.86%2.16%
20115.11%0.32%-15.83%8.65%
20104.85%-10.18%12.56%8.96%
2009-9.95%17.46%16.38%4.91%
2008-8.83%-0.47%-13.49%-21.35%
20071.88%4.97%2.77%-2.91%
20065.50%-1.61%4.13%6.70%
2005-1.28%2.59%4.97%2.03%
20043.29%-0.27%0.09%9.38%
2003-3.00%12.49%3.17%10.27%
20021.20%-6.31%-12.09%4.59%
20015.35%-7.27%8.98%N/A

Rank In Category (By Total Return)

YTD70
1-Month77
3-Month79
1-Year61
3-Year80
5-Year69

Load Adjusted Returns

1-Year-0.63%
3-Year6.94%
5-Year5.36%
10-Year6.89%