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Principal LifeTime Hybrid 2040 Fund Class R-5 (PHTZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.24-0.28 (-1.93%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return0.00%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (Invalid Date)15.17%
Worst 1-yr total return (Invalid Date)15.17%
Best 3-yr total return15.17%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPHTZXCategory
YTD2.67%10.80%
1-month-0.42%1.06%
3-month6.56%6.14%
1-year21.26%33.59%
3-year0.00%12.99%
5-year0.00%12.87%
10-year0.00%9.72%
Last bull market0.00%19.05%
Last bear market0.00%-17.54%

Annual total return (%) history

Year
PHTZXCategory
2020
15.17%14.56%
2019
N/A23.19%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-17.69%16.34%7.02%12.38%
20193.43%0.66%6.81%N/A

Rank in category (by total return)

YTD51
1-month51
3-month70
1-year46
3-year59
5-year61

Load adjusted returns

1-year15.40%
3-year7.62%
5-year11.90%
10-yearN/A