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Principal LifeTime Hybrid 2040 J (PHJEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.34-0.06 (-0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.06%
5-year average return9.06%
Number of years up4
Number of years down1
Best 1-yr total return (13 Jun 2024)23.53%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return23.53%
Worst 3-yr total return3.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPHJEXCategory
YTD7.39%10.80%
1-month4.09%1.06%
3-month3.49%6.14%
1-year19.73%33.59%
3-year3.42%12.99%
5-year9.68%12.87%
10-year0.00%9.72%
Last bull market21.49%19.05%
Last bear market-14.14%-17.54%

Annual total return (%) history

Year
PHJEXCategory
2024
N/AN/A
2023
18.04%N/A
2022
-18.04%N/A
2021
16.94%N/A
2020
15.07%14.56%
2019
23.53%23.19%
2018
N/A-7.74%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.01%N/AN/AN/A
20236.04%4.88%-3.96%10.51%
2022-6.30%-14.14%-5.41%7.69%
20214.84%5.59%-0.91%6.61%
2020-17.72%16.37%7.04%12.28%
201910.98%3.53%0.67%6.80%
20181.09%3.66%-12.26%N/A

Rank in category (by total return)

YTD26
1-month21
3-month22
1-year32
3-year29
5-year40

Load adjusted returns

1-year18.73%
3-year3.42%
5-year9.68%
10-yearN/A