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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
7.97%
5-year average return
9.04%
Number of years up
4
Number of years down
2
Best 1-yr total return (27 June 2024)
26.71%
Worst 1-yr total return (27 June 2024)
N/A
Best 3-yr total return
26.71%
Worst 3-yr total return
3.33%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PLJCX
Category
YTD
7.27%
0.00%
1-month
3.74%
0.00%
3-month
3.05%
0.00%
1-year
21.53%
0.00%
3-year
3.00%
0.00%
5-year
10.21%
0.00%
10-year
0.00%
0.00%
Last bull market
23.45%
0.00%
Last bear market
-14.95%
0.00%
Annual total return (%) history
Year
PLJCX
Category
2024
N/A
N/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/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.58%
N/A
N/A
N/A
2023
5.92%
5.76%
-4.08%
11.40%
2022
-7.37%
-14.95%
-6.15%
9.13%
2021
5.42%
6.69%
-1.31%
5.90%
2020
-22.02%
20.18%
7.64%
15.28%
2019
12.99%
3.74%
0.46%
7.61%
2018
-0.47%
1.24%
4.04%
-13.95%
2017
5.16%
N/A
N/A
N/A
Rank in category (by total return)
YTD
85
1-month
88
3-month
87
1-year
62
3-year
85
5-year
93
Load adjusted returns
1-year
21.53%
3-year
3.00%
5-year
10.21%
10-year
N/A
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