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Principal LifeTime 2055 R4 (LTFLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.84-0.01 (-0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.12%
5-year average return9.08%
Number of years up11
Number of years down4
Best 1-yr total return (20 Jun 2024)29.22%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return29.22%
Worst 3-yr total return3.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLTFLXCategory
YTD7.37%12.13%
1-month3.76%1.09%
3-month3.08%6.61%
1-year21.77%37.63%
3-year3.19%13.82%
5-year10.22%13.76%
10-year7.83%10.29%
Last bull market23.56%19.35%
Last bear market-14.89%-17.99%

Annual total return (%) history

Year
LTFLXCategory
2024
N/AN/A
2023
19.93%N/A
2022
-19.15%N/A
2021
17.38%N/A
2020
15.94%15.47%
2019
26.87%24.91%
2018
-9.39%-8.44%
2017
22.09%21.08%
2016
5.28%8.00%
2015
-1.00%-1.71%
2014
5.88%5.49%
2013
23.29%23.14%
2012
17.02%15.52%
2011
-4.70%-4.13%
2010
15.28%14.45%
2009
29.22%32.20%
2008
N/A-38.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.65%N/AN/AN/A
20235.98%5.79%-4.07%11.50%
2022-7.34%-14.89%-6.11%9.18%
20215.22%6.70%-1.22%5.85%
2020-21.59%19.81%7.45%14.85%
201912.95%3.87%0.45%7.65%
2018-0.30%1.20%4.14%-13.77%
20176.00%4.16%5.20%5.11%
2016-0.81%1.08%4.20%0.76%
20152.72%0.08%-7.62%4.23%
20141.45%3.86%-1.78%2.31%
20137.04%0.19%6.84%7.61%
201212.69%-4.36%6.04%2.39%
20115.23%0.41%-17.07%8.77%
20104.80%-10.87%12.84%9.38%
2009-10.21%17.32%16.93%4.91%
2008-1.00%-13.39%-21.84%N/A

Rank in category (by total return)

YTD70
1-month87
3-month84
1-year43
3-year80
5-year66

Load adjusted returns

1-year21.77%
3-year3.19%
5-year10.22%
10-year7.83%