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Money
How to invest in artificial intelligence
AI stocks are continuing to rally but what should you buy?
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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★
Year-to-date return
0.00%
5-year average return
0.00%
Number of years up
1
Number of years down
N/A
Best 1-yr total return (Invalid Date)
13.03%
Worst 1-yr total return (Invalid Date)
13.03%
Best 3-yr total return
13.03%
Worst 3-yr total return
N/A
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PHTPX
Category
YTD
1.40%
6.61%
1-month
-0.83%
0.92%
3-month
4.34%
4.66%
1-year
16.08%
21.54%
3-year
0.00%
10.23%
5-year
0.00%
9.75%
10-year
0.00%
7.82%
Last bull market
0.00%
16.61%
Last bear market
0.00%
-14.25%
Annual total return (%) history
Year
PHTPX
Category
2020
13.03%
11.84%
2019
N/A
18.25%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2020
-12.63%
12.52%
5.31%
9.17%
2019
3.11%
0.78%
4.98%
N/A
Rank in category (by total return)
YTD
41
1-month
41
3-month
49
1-year
45
3-year
69
5-year
62
Load adjusted returns
1-year
12.68%
3-year
6.57%
5-year
9.69%
10-year
N/A
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