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Brands
How I founded Britain's most respected removals firm
'Doing removals defines you for the rest of your working life'
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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
8.06%
5-year average return
9.06%
Number of years up
4
Number of years down
1
Best 1-yr total return (13 Jun 2024)
23.53%
Worst 1-yr total return (13 Jun 2024)
N/A
Best 3-yr total return
23.53%
Worst 3-yr total return
3.32%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PHJEX
Category
YTD
7.39%
10.80%
1-month
4.09%
1.06%
3-month
3.49%
6.14%
1-year
19.73%
33.59%
3-year
3.42%
12.99%
5-year
9.68%
12.87%
10-year
0.00%
9.72%
Last bull market
21.49%
19.05%
Last bear market
-14.14%
-17.54%
Annual total return (%) history
Year
PHJEX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
7.01%
N/A
N/A
N/A
2023
6.04%
4.88%
-3.96%
10.51%
2022
-6.30%
-14.14%
-5.41%
7.69%
2021
4.84%
5.59%
-0.91%
6.61%
2020
-17.72%
16.37%
7.04%
12.28%
2019
10.98%
3.53%
0.67%
6.80%
2018
1.09%
3.66%
-12.26%
N/A
Rank in category (by total return)
YTD
26
1-month
21
3-month
22
1-year
32
3-year
29
5-year
40
Load adjusted returns
1-year
18.73%
3-year
3.42%
5-year
9.68%
10-year
N/A
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