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Principal LifeTime 2050 R4 (PTESX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
17.01+0.03 (+0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.40%
5-Year Average Return9.81%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (Mar 26, 2024)29.20%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return29.20%
Worst 3-Yr Total Return3.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPTESXCategory
YTD4.11%11.99%
1-Month4.05%1.08%
3-Month9.69%6.55%
1-Year19.89%37.09%
3-Year4.77%13.69%
5-Year9.18%13.58%
10-Year7.53%10.11%
Last Bull Market33.98%19.71%
Last Bear Market-14.86%-18.27%

Annual Total Return (%) History

Year
PTESXCategory
2023
19.93%N/A
2022
-19.10%N/A
2021
16.72%N/A
2020
16.08%15.25%
2019
26.18%24.54%
2018
-9.00%-8.41%
2017
21.62%20.67%
2016
5.24%8.22%
2015
-1.10%-2.01%
2014
5.82%5.42%
2013
23.39%21.02%
2012
16.98%15.07%
2011
-4.39%-3.82%
2010
15.67%14.53%
2009
29.20%32.02%
2008
-39.26%-38.67%
2007
6.67%5.91%
2006
15.72%15.51%
2005
8.94%8.76%
2004
12.82%12.60%
2003
26.03%25.73%
2002
-16.01%-16.09%
2001
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.90%5.78%-4.03%11.56%
2022-7.34%-14.86%-6.16%9.28%
20214.96%6.51%-1.15%5.62%
2020-20.93%19.53%7.31%14.45%
201912.51%3.86%0.59%7.35%
2018-0.32%1.16%4.07%-13.28%
20175.88%4.08%5.14%4.97%
2016-0.68%1.13%4.03%0.71%
20152.74%0.00%-7.45%4.01%
20141.46%3.77%-1.72%2.27%
20137.15%0.15%6.81%7.65%
201212.46%-4.20%6.05%2.38%
20115.24%0.25%-16.75%8.86%
20104.87%-10.84%13.03%9.44%
2009-10.32%17.55%16.89%4.85%
2008-9.26%-0.40%-13.74%-22.08%
20071.71%5.19%2.78%-3.00%
20065.77%-1.74%3.95%7.11%
2005-1.15%2.15%5.53%2.23%
20043.04%0.10%-0.47%9.91%
2003-3.68%13.49%3.59%11.30%
20021.33%-7.58%-14.77%5.23%
20016.13%-10.56%9.82%N/A

Rank In Category (By Total Return)

YTD56
1-Month62
3-Month51
1-Year55
3-Year76
5-Year64

Load Adjusted Returns

1-Year19.89%
3-Year4.77%
5-Year9.18%
10-Year7.53%