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Principal LifeTime Hybrid 2040 Instl (PLTQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.92+0.10 (+0.72%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.11%
5-year average return8.17%
Number of years up6
Number of years down3
Best 1-yr total return (25 Apr 2024)23.85%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return23.85%
Worst 3-yr total return3.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLTQXCategory
YTD7.03%10.80%
1-month3.10%1.06%
3-month7.03%6.14%
1-year19.24%33.59%
3-year5.06%12.99%
5-year9.36%12.87%
10-year0.00%9.72%
Last bull market30.32%19.05%
Last bear market-14.12%-17.54%

Annual total return (%) history

Year
PLTQXCategory
2024
N/AN/A
2023
18.18%N/A
2022
-17.90%N/A
2021
17.12%N/A
2020
15.40%14.56%
2019
23.85%23.19%
2018
-8.59%-7.74%
2017
19.16%19.52%
2016
8.67%7.95%
2015
-0.10%-1.99%
2014
N/A5.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.03%N/AN/AN/A
20236.08%4.93%-3.93%10.51%
2022-6.26%-14.12%-5.37%7.77%
20214.89%5.62%-0.91%6.68%
2020-17.67%16.41%7.09%12.44%
201911.15%3.52%0.75%6.84%
2018-0.83%1.26%3.74%-12.25%
20175.24%3.51%4.72%4.46%
20161.34%1.93%4.09%1.06%
20153.24%-0.29%-6.50%3.79%
20143.41%N/AN/AN/A

Rank in category (by total return)

YTD29
1-month29
3-month29
1-year33
3-year31
5-year30

Load adjusted returns

1-year19.24%
3-year5.06%
5-year9.36%
10-yearN/A