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Principal LifeTime Hybrid 2050 R6 (PLJTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.56+0.03 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.18%
5-year average return10.79%
Number of years up6
Number of years down2
Best 1-yr total return (14 May 2024)25.60%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return25.60%
Worst 3-yr total return4.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLJTXCategory
YTD4.38%11.99%
1-month-3.84%1.08%
3-month4.31%6.55%
1-year16.75%37.09%
3-year3.55%13.69%
5-year8.98%13.58%
10-year0.00%10.11%
Last bull market24.28%19.71%
Last bear market-15.35%-18.27%

Annual total return (%) history

Year
PLJTXCategory
2024
N/AN/A
2023
20.35%N/A
2022
-18.46%N/A
2021
19.14%N/A
2020
15.96%15.25%
2019
25.60%24.54%
2018
-9.46%-8.41%
2017
20.61%20.67%
2016
9.19%8.22%
2015
N/A-2.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.56%N/AN/AN/A
20236.61%5.81%-4.10%11.25%
2022-6.27%-15.35%-5.50%8.76%
20215.74%5.96%-0.94%7.35%
2020-19.70%17.99%7.71%13.64%
201912.03%3.55%0.65%7.57%
2018-0.74%1.32%4.08%-13.50%
20175.60%3.66%5.12%4.81%
20161.24%1.93%4.39%1.36%
20154.33%N/AN/AN/A

Rank in category (by total return)

YTD17
1-month71
3-month9
1-year12
3-year11
5-year14

Load adjusted returns

1-year16.75%
3-year3.55%
5-year8.98%
10-yearN/A