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Principal LifeTime 2060 R4 (PLTMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.26+0.01 (+0.06%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.96%
5-year average return10.21%
Number of years up7
Number of years down3
Best 1-yr total return (19 May 2024)27.08%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return27.08%
Worst 3-yr total return3.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLTMXCategory
YTD3.47%6.10%
1-month-3.81%0.90%
3-month3.41%6.10%
1-year15.45%14.41%
3-year2.39%4.94%
5-year8.33%9.53%
10-year7.71%0.00%
Last bull market23.55%5.12%
Last bear market-14.93%0.00%

Annual total return (%) history

Year
PLTMXCategory
2024
N/AN/A
2023
19.95%N/A
2022
-19.12%N/A
2021
17.70%N/A
2020
16.19%15.52%
2019
27.08%25.15%
2018
-9.53%-8.52%
2017
22.34%21.27%
2016
5.17%7.81%
2015
-1.06%-1.17%
2014
5.72%5.53%
2013
N/A24.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.58%N/AN/AN/A
20235.98%5.78%-4.10%11.58%
2022-7.30%-14.93%-6.08%9.21%
20215.38%6.72%-1.20%5.92%
2020-21.91%20.14%7.54%15.16%
201913.06%3.87%0.49%7.68%
2018-0.35%1.28%4.15%-13.93%
20176.10%4.23%5.21%5.14%
2016-0.78%1.04%4.13%0.73%
20152.74%0.08%-7.66%4.21%
20141.37%3.96%-1.87%2.23%
20130.98%7.18%7.87%N/A

Rank in category (by total return)

YTD58
1-month64
3-month62
1-year53
3-year78
5-year59

Load adjusted returns

1-year15.45%
3-year2.39%
5-year8.33%
10-year7.71%