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Principal LifeTime Hybrid 2025 R6 (PLFTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.19+0.01 (+0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.50%
5-year average return5.87%
Number of years up6
Number of years down2
Best 1-yr total return (29 Apr 2024)19.15%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return19.15%
Worst 3-yr total return2.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLFTXCategory
YTD4.50%6.61%
1-month2.37%0.92%
3-month4.50%4.66%
1-year12.82%21.54%
3-year2.98%10.23%
5-year6.96%9.75%
10-year0.00%7.82%
Last bull market21.90%16.61%
Last bear market-10.71%-14.25%

Annual total return (%) history

Year
PLFTXCategory
2024
N/AN/A
2023
13.28%N/A
2022
-15.21%N/A
2021
11.99%N/A
2020
13.72%11.84%
2019
19.15%18.25%
2018
-6.41%-5.34%
2017
15.12%14.67%
2016
7.50%6.73%
2015
N/A-1.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.50%N/AN/AN/A
20234.92%2.87%-3.29%8.53%
2022-5.36%-10.71%-4.80%5.40%
20212.93%4.56%-0.57%4.66%
2020-12.50%12.66%5.53%9.32%
20198.80%3.29%0.86%5.12%
2018-0.87%0.88%2.89%-9.04%
20174.23%2.83%3.86%3.42%
20161.66%2.04%3.30%0.31%
20152.85%N/AN/AN/A

Rank in category (by total return)

YTD13
1-month20
3-month13
1-year23
3-year9
5-year7

Load adjusted returns

1-year12.82%
3-year2.98%
5-year6.96%
10-yearN/A