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Principal LifeTime Hybrid 2040 R6 (PLMTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.81-0.01 (-0.07%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.21%
5-year average return7.96%
Number of years up6
Number of years down2
Best 1-yr total return (29 Apr 2024)23.95%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return23.95%
Worst 3-yr total return3.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLMTXCategory
YTD7.09%10.80%
1-month3.17%1.06%
3-month7.09%6.14%
1-year19.32%33.59%
3-year5.10%12.99%
5-year9.39%12.87%
10-year0.00%9.72%
Last bull market30.31%19.05%
Last bear market-14.10%-17.54%

Annual total return (%) history

Year
PLMTXCategory
2024
N/AN/A
2023
18.28%N/A
2022
-17.92%N/A
2021
17.13%N/A
2020
15.41%14.56%
2019
23.95%23.19%
2018
-8.56%-7.74%
2017
19.15%19.52%
2016
8.77%7.95%
2015
N/A-1.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.09%N/AN/AN/A
20236.16%4.92%-3.92%10.52%
2022-6.25%-14.10%-5.36%7.70%
20214.89%5.62%-0.91%6.70%
2020-17.64%16.38%7.08%12.45%
201911.24%3.51%0.74%6.86%
2018-0.75%1.18%3.73%-12.21%
20175.24%3.50%4.72%4.46%
20161.44%1.83%4.19%1.06%
20153.79%N/AN/AN/A

Rank in category (by total return)

YTD25
1-month22
3-month25
1-year32
3-year28
5-year28

Load adjusted returns

1-year19.32%
3-year5.10%
5-year9.39%
10-yearN/A