Australia markets close in 40 minutes

Principal LifeTime Hybrid 2060 Instl (PLTHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.69-0.03 (-0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.73%
5-year average return10.68%
Number of years up6
Number of years down3
Best 1-yr total return (17 June 2024)26.45%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return26.45%
Worst 3-yr total return4.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLTHXCategory
YTD9.14%6.10%
1-month4.57%0.90%
3-month4.17%6.10%
1-year23.27%14.41%
3-year4.72%4.94%
5-year11.47%9.53%
10-year0.00%0.00%
Last bull market24.31%5.12%
Last bear market-15.37%0.00%

Annual total return (%) history

Year
PLTHXCategory
2024
N/AN/A
2023
20.30%N/A
2022
-18.52%N/A
2021
20.07%N/A
2020
16.10%15.52%
2019
26.45%25.15%
2018
-9.93%-8.52%
2017
21.33%21.27%
2016
9.67%7.81%
2015
-0.20%-1.17%
2014
N/A5.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.54%N/AN/AN/A
20236.59%5.89%-4.12%11.17%
2022-6.32%-15.37%-5.54%8.78%
20216.09%6.18%-1.02%7.69%
2020-20.90%18.71%7.96%14.53%
201912.47%3.56%0.56%7.97%
2018-0.73%1.47%4.18%-14.17%
20175.76%3.81%5.24%5.00%
20161.34%1.83%4.59%1.61%
20153.24%-0.10%-7.25%4.34%
20143.57%N/AN/AN/A

Rank in category (by total return)

YTD12
1-month12
3-month7
1-year18
3-year12
5-year8

Load adjusted returns

1-year23.27%
3-year4.72%
5-year11.47%
10-yearN/A