PTEFX - Principal LifeTime 2050 Fund
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return5.74%
5-Year Average Return5.62%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (May 24, 2023)29.57%
Worst 1 Yr Total Return (May 24, 2023)N/A
Best 3-Yr Total Return29.57%
Worst 3-Yr Total Return-3.07%
Trailing Returns (%) Vs. Benchmarks
ReturnPTEFXCategory
YTD5.74%11.99%
1-Month0.21%1.08%
3-Month1.68%6.55%
1-Year2.87%37.09%
3-Year9.21%13.69%
5-Year5.62%13.58%
10-Year7.19%10.11%
Last Bull Market34.16%19.71%
Last Bear Market-14.88%-18.27%
Annual Total Return (%) History
YearPTEFXCategory
2023N/AN/A
2022-19.06%N/A
202116.90%N/A
202016.24%15.25%
201926.34%24.54%
2018-8.89%-8.41%
201721.73%20.67%
20165.33%8.22%
2015-1.01%-2.01%
20146.01%5.42%
201323.53%21.02%
201217.07%15.07%
2011-4.19%-3.82%
201015.67%14.53%
200929.57%32.02%
2008-39.24%-38.67%
20076.80%5.91%
200615.83%15.51%
20059.15%8.76%
200412.94%12.60%
200326.06%25.73%
2002-15.91%-16.09%
2001N/AN/A
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20236.03%N/AN/AN/A
2022-7.32%-14.88%-6.08%9.23%
20215.01%6.55%-1.09%5.64%
2020-20.83%19.46%7.43%14.40%
201912.57%3.92%0.65%7.30%
2018-0.26%1.22%4.06%-13.28%
20175.94%4.14%5.12%4.97%
2016-0.67%1.13%4.10%0.73%
20152.73%0.00%-7.44%4.10%
20141.46%3.90%-1.78%2.39%
20137.14%0.23%6.80%7.71%
201212.54%-4.19%6.03%2.40%
20115.32%0.34%-16.79%8.95%
20104.86%-10.82%13.00%9.46%
2009-10.32%17.70%16.99%4.93%
2008-9.18%-0.40%-13.80%-22.08%
20071.78%5.19%2.78%-2.95%
20065.85%-1.82%4.02%7.14%
2005-1.06%2.15%5.61%2.26%
20043.14%0.19%-0.47%9.82%
2003-3.68%13.49%3.59%11.33%
20021.33%-7.58%-14.66%5.22%
20016.13%-10.46%9.83%N/A
Rank In Category (By Total Return)
YTD54
1-Month2
3-Month72
1-Year26
3-Year68
5-Year62
Load Adjusted Returns
1-Year2.06%
3-Year10.44%
5-Year6.30%
10-Year7.55%
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