Principal LifeTime 2030 J (PLTJX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return3.65%
5-year average return6.86%
Number of years up16
Number of years down6
Best 1-yr total return (6 May 2024)28.31%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return28.31%
Worst 3-yr total return2.30%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnPLTJXCategory
YTD1.19%7.97%
1-month-3.28%0.98%
3-month1.19%5.18%
1-year9.55%25.53%
3-year0.61%11.28%
5-year6.05%10.98%
10-year6.10%8.54%
Last bull market17.82%17.21%
Last bear market-11.65%-15.52%
Annual total return (%) history
YearPLTJXCategory
2024N/AN/A
202314.94%N/A
2022-17.00%N/A
202112.62%N/A
202014.53%12.99%
201922.18%20.07%
2018-7.54%-6.25%
201718.21%16.57%
20165.63%7.33%
2015-1.20%-1.79%
20145.62%5.04%
201318.86%16.65%
201215.20%13.59%
2011-2.51%-2.26%
201014.96%13.47%
200928.31%28.87%
2008-36.65%-36.04%
20075.70%6.50%
200614.61%13.60%
20057.66%6.81%
200411.92%10.95%
200322.14%23.89%
2002-10.96%-14.20%
2001N/A-10.47%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20244.62%N/AN/AN/A
20234.93%3.45%-3.64%9.88%
2022-6.71%-11.65%-5.35%6.40%
20213.08%5.48%-0.83%4.44%
2020-15.71%15.44%5.97%11.07%
201910.41%3.82%0.83%5.71%
2018-0.75%0.89%3.19%-10.52%
20175.02%3.62%4.40%4.05%
20160.23%1.54%3.57%0.20%
20152.59%-0.34%-6.16%2.98%
20141.53%3.55%-1.58%2.07%
20136.00%-0.38%5.76%6.42%
201210.77%-3.19%5.40%1.92%
20114.84%0.50%-14.37%8.05%
20104.70%-8.89%11.60%7.98%
2009-9.48%16.87%15.95%4.60%
2008-8.33%-0.56%-12.98%-20.14%
20071.77%4.27%2.50%-2.81%
20065.16%-1.56%4.20%6.25%
2005-1.46%2.79%4.32%1.89%
20043.37%-0.91%0.55%8.66%
2003-2.28%11.29%2.82%9.22%
20020.61%-5.13%-10.18%3.86%
2001-7.36%6.67%N/AN/A
Rank in category (by total return)
YTD53
1-month69
3-month57
1-year49
3-year67
5-year42
Load adjusted returns
1-year8.55%
3-year0.61%
5-year6.05%
10-year6.10%
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