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Principal LifeTime Hybrid Income R6 (PLTYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.26-0.01 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.83%
5-year average return4.15%
Number of years up6
Number of years down2
Best 1-yr total return (14 May 2024)11.91%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return11.91%
Worst 3-yr total return0.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLTYXCategory
YTD0.61%3.58%
1-month-2.35%0.73%
3-month0.50%3.29%
1-year6.29%12.52%
3-year-0.02%7.60%
5-year3.39%6.39%
10-year0.00%5.12%
Last bull market12.55%8.81%
Last bear market-8.43%-5.68%

Annual total return (%) history

Year
PLTYXCategory
2024
N/AN/A
2023
10.78%N/A
2022
-13.15%N/A
2021
5.16%N/A
2020
10.10%9.03%
2019
11.91%12.85%
2018
-2.75%-3.16%
2017
7.61%8.81%
2016
4.80%5.10%
2015
N/A-1.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.03%N/AN/AN/A
20234.10%1.76%-2.65%7.42%
2022-4.90%-8.43%-4.29%4.20%
20210.18%2.83%-0.09%2.17%
2020-4.65%7.32%2.82%4.65%
20195.16%2.69%1.22%2.39%
2018-0.96%0.29%1.26%-3.31%
20172.13%1.68%1.95%1.65%
20162.30%1.94%1.71%-1.20%
20150.47%N/AN/AN/A

Rank in category (by total return)

YTD17
1-month40
3-month13
1-year22
3-year33
5-year44

Load adjusted returns

1-year6.29%
3-year-0.02%
5-year3.39%
10-yearN/A