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Principal LifeTime 2065 R3 (PLJCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.96-0.02 (-0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.97%
5-year average return9.04%
Number of years up4
Number of years down2
Best 1-yr total return (27 June 2024)26.71%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return26.71%
Worst 3-yr total return3.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLJCXCategory
YTD7.27%0.00%
1-month3.74%0.00%
3-month3.05%0.00%
1-year21.53%0.00%
3-year3.00%0.00%
5-year10.21%0.00%
10-year0.00%0.00%
Last bull market23.45%0.00%
Last bear market-14.95%0.00%

Annual total return (%) history

Year
PLJCXCategory
2024
N/AN/A
2023
19.70%N/A
2022
-19.30%N/A
2021
17.55%N/A
2020
16.30%N/A
2019
26.71%N/A
2018
-9.80%N/A
2017
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.58%N/AN/AN/A
20235.92%5.76%-4.08%11.40%
2022-7.37%-14.95%-6.15%9.13%
20215.42%6.69%-1.31%5.90%
2020-22.02%20.18%7.64%15.28%
201912.99%3.74%0.46%7.61%
2018-0.47%1.24%4.04%-13.95%
20175.16%N/AN/AN/A

Rank in category (by total return)

YTD85
1-month88
3-month87
1-year62
3-year85
5-year93

Load adjusted returns

1-year21.53%
3-year3.00%
5-year10.21%
10-yearN/A