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Principal LifeTime Hybrid 2040 Instl (PLTQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.26+0.07 (+0.49%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.66%
5-year average return9.09%
Number of years up6
Number of years down3
Best 1-yr total return (8 May 2024)23.85%
Worst 1-yr total return (8 May 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
YTD3.22%10.80%
1-month-3.56%1.06%
3-month3.22%6.14%
1-year13.88%33.59%
3-year2.57%12.99%
5-year7.94%12.87%
10-year0.00%9.72%
Last bull market21.59%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)

YTD31
1-month57
3-month23
1-year33
3-year29
5-year30

Load adjusted returns

1-year13.88%
3-year2.57%
5-year7.94%
10-yearN/A