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Principal LifeTime Hybrid 2055 Fund Class R-5 (PLTKX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.01
-0.33
(-2.15%)
At close: 09:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★
Year-to-date return
0.00%
5-year average return
0.00%
Number of years up
1
Number of years down
N/A
Best 1-yr total return (Invalid Date)
15.57%
Worst 1-yr total return (Invalid Date)
15.57%
Best 3-yr total return
15.57%
Worst 3-yr total return
N/A
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PLTKX
Category
YTD
3.37%
12.13%
1-month
-0.20%
1.09%
3-month
7.73%
6.61%
1-year
23.48%
37.63%
3-year
0.00%
13.82%
5-year
0.00%
13.76%
10-year
0.00%
10.29%
Last bull market
0.00%
19.35%
Last bear market
0.00%
-17.99%
Annual total return (%) history
Year
PLTKX
Category
2020
15.57%
15.47%
2019
N/A
24.91%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2020
-20.56%
18.29%
7.81%
14.07%
2019
3.52%
0.49%
7.77%
N/A
Rank in category (by total return)
YTD
53
1-month
53
3-month
76
1-year
57
3-year
61
5-year
56
Load adjusted returns
1-year
16.24%
3-year
7.75%
5-year
12.74%
10-year
N/A
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