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Principal LifeTime Hybrid 2055 Fund Class R-5 (PLTKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.01-0.33 (-2.15%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return0.00%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (Invalid Date)15.57%
Worst 1-yr total return (Invalid Date)15.57%
Best 3-yr total return15.57%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLTKXCategory
YTD3.37%12.13%
1-month-0.20%1.09%
3-month7.73%6.61%
1-year23.48%37.63%
3-year0.00%13.82%
5-year0.00%13.76%
10-year0.00%10.29%
Last bull market0.00%19.35%
Last bear market0.00%-17.99%

Annual total return (%) history

Year
PLTKXCategory
2020
15.57%15.47%
2019
N/A24.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-20.56%18.29%7.81%14.07%
20193.52%0.49%7.77%N/A

Rank in category (by total return)

YTD53
1-month53
3-month76
1-year57
3-year61
5-year56

Load adjusted returns

1-year16.24%
3-year7.75%
5-year12.74%
10-yearN/A