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Principal LifeTime Hybrid 2025 Fund Class R-3 (PHTPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.07-0.21 (-1.58%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return0.00%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (Invalid Date)13.03%
Worst 1-yr total return (Invalid Date)13.03%
Best 3-yr total return13.03%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPHTPXCategory
YTD1.40%6.61%
1-month-0.83%0.92%
3-month4.34%4.66%
1-year16.08%21.54%
3-year0.00%10.23%
5-year0.00%9.75%
10-year0.00%7.82%
Last bull market0.00%16.61%
Last bear market0.00%-14.25%

Annual total return (%) history

Year
PHTPXCategory
2020
13.03%11.84%
2019
N/A18.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-12.63%12.52%5.31%9.17%
20193.11%0.78%4.98%N/A

Rank in category (by total return)

YTD41
1-month41
3-month49
1-year45
3-year69
5-year62

Load adjusted returns

1-year12.68%
3-year6.57%
5-year9.69%
10-yearN/A