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Principal LifeTime Strategic Inc A (PALTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.430.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.63%
5-year average return3.27%
Number of years up14
Number of years down4
Best 1-yr total return (24 June 2024)18.16%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return18.16%
Worst 3-yr total return-0.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPALTXCategory
YTD2.54%3.58%
1-month2.17%0.73%
3-month1.53%3.29%
1-year9.64%12.52%
3-year-0.00%7.60%
5-year3.48%6.39%
10-year3.17%5.12%
Last bull market12.49%8.81%
Last bear market-8.45%-5.68%

Annual total return (%) history

Year
PALTXCategory
2024
N/AN/A
2023
10.49%N/A
2022
-13.44%N/A
2021
4.13%N/A
2020
9.70%9.03%
2019
12.42%12.85%
2018
-3.46%-3.16%
2017
8.27%8.81%
2016
4.48%5.10%
2015
-1.23%-1.50%
2014
4.16%4.36%
2013
5.06%7.36%
2012
9.03%9.01%
2011
3.25%1.60%
2010
10.73%8.94%
2009
18.16%18.36%
2008
-22.59%-18.06%
2007
1.34%4.46%
2006
8.64%7.34%
2005
N/A3.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.81%N/AN/AN/A
20233.82%1.60%-2.60%7.54%
2022-5.26%-8.45%-4.29%4.27%
2021-0.24%2.99%-0.15%1.50%
2020-5.91%8.31%2.86%4.65%
20195.52%2.95%1.23%2.22%
2018-1.04%0.16%1.46%-4.00%
20172.41%1.79%2.16%1.67%
20161.71%1.84%1.89%-1.00%
20151.82%-0.89%-2.46%0.34%
20141.61%2.75%-1.14%0.91%
20132.36%-1.96%2.26%2.37%
20124.10%0.36%3.30%1.02%
20112.63%1.28%-4.06%3.54%
20103.33%-1.08%6.03%2.17%
2009-4.38%9.53%9.69%2.86%
2008-4.01%-1.31%-7.85%-11.34%
20071.36%0.08%1.26%-1.34%
20062.27%-0.41%3.55%3.02%
20051.25%0.87%N/AN/A

Rank in category (by total return)

YTD35
1-month69
3-month43
1-year33
3-year59
5-year70

Load adjusted returns

1-year5.53%
3-year-1.27%
5-year2.69%
10-year2.78%