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Principal LifeTime 2050 Fund R-2 Class (PTENX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.83+0.35 (+2.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return8.79%
5-year average return6.31%
Number of years up14
Number of years down5
Best 1-yr total return (3 Feb 2019)28.89%
Worst 1-yr total return (3 Feb 2019)-39.53%
Best 3-yr total return28.89%
Worst 3-yr total return-9.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTENXCategory
YTD4.45%11.99%
1-month3.72%1.08%
3-month8.02%6.55%
1-year30.64%37.09%
3-year11.38%13.69%
5-year8.88%13.58%
10-year0.00%10.11%
Last bull market21.55%19.71%
Last bear market-19.48%-18.27%

Annual total return (%) history

Year
PTENXCategory
2020
15.68%15.25%
2019
25.78%24.54%
2018
-9.37%-8.41%
2017
21.18%20.67%
2016
4.81%8.22%
2015
-1.44%-2.01%
2014
5.43%5.42%
2013
22.92%21.02%
2012
16.56%15.07%
2011
-4.76%-3.82%
2010
15.19%14.53%
2009
28.89%32.02%
2008
-39.53%-38.67%
2007
6.31%5.91%
2006
15.24%15.51%
2005
8.56%8.76%
2004
12.38%12.60%
2003
25.55%25.73%
2002
-16.31%-16.09%
2001
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-20.98%19.34%7.28%14.34%
201912.46%3.81%0.46%7.25%
2018-0.45%1.10%3.97%-13.39%
20175.83%3.95%5.03%4.88%
2016-0.75%0.99%3.98%0.57%
20152.68%-0.07%-7.62%3.99%
20141.33%3.79%-1.86%2.15%
20137.00%0.08%6.77%7.51%
201212.39%-4.29%5.98%2.24%
20115.16%0.17%-16.82%8.70%
20104.78%-10.97%12.87%9.40%
2009-10.35%17.46%16.83%4.77%
2008-9.29%-0.49%-13.88%-22.22%
20071.72%5.06%2.65%-3.09%
20065.70%-1.83%3.80%6.99%
2005-1.16%1.98%5.56%2.03%
20042.94%0.10%-0.66%9.80%
2003-3.79%13.36%3.48%11.25%
20021.23%-7.68%-14.90%5.23%
20015.92%-10.58%9.77%N/A

Rank in category (by total return)

YTD60
1-month12
3-month62
1-year61
3-year55
5-year75

Load adjusted returns

1-year28.08%
3-year10.29%
5-year12.93%
10-year8.77%