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Principal LifeTime Hybrid 2055 Instl (PLTNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.34+0.07 (+0.43%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.51%
5-year average return10.13%
Number of years up6
Number of years down3
Best 1-yr total return (2 Jul 2024)26.16%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.16%
Worst 3-yr total return4.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLTNXCategory
YTD10.35%12.13%
1-month1.13%1.09%
3-month1.71%6.61%
1-year17.70%37.63%
3-year4.84%13.82%
5-year10.22%13.76%
10-year0.00%10.29%
Last bull market24.30%19.35%
Last bear market-15.40%-17.99%

Annual total return (%) history

Year
PLTNXCategory
2024
N/AN/A
2023
20.35%N/A
2022
-18.50%N/A
2021
19.73%N/A
2020
15.77%15.47%
2019
26.16%24.91%
2018
-9.82%-8.44%
2017
21.04%21.08%
2016
9.44%8.00%
2015
-0.22%-1.71%
2014
N/A5.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.50%1.71%N/AN/A
20236.58%5.87%-4.12%11.25%
2022-6.29%-15.40%-5.44%8.70%
20215.98%6.10%-0.98%7.53%
2020-20.52%18.35%7.79%14.19%
201912.32%3.60%0.49%7.89%
2018-0.73%1.31%4.19%-13.94%
20175.76%3.63%5.25%4.93%
20161.24%1.93%4.49%1.50%
20153.24%-0.10%-7.35%4.43%
20143.57%N/AN/AN/A

Rank in category (by total return)

YTD15
1-month67
3-month55
1-year23
3-year13
5-year17

Load adjusted returns

1-year17.70%
3-year4.84%
5-year10.22%
10-yearN/A