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Principal LifeTime 2040 A (PTDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.45+0.13 (+0.85%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.39%
5-year average return7.59%
Number of years up13
Number of years down5
Best 1-yr total return (2 May 2024)28.99%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return28.99%
Worst 3-yr total return2.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTDAXCategory
YTD2.50%10.80%
1-month-3.56%1.06%
3-month2.50%6.14%
1-year13.00%33.59%
3-year1.51%12.99%
5-year7.23%12.87%
10-year6.93%9.72%
Last bull market21.07%19.05%
Last bear market-13.74%-17.54%

Annual total return (%) history

Year
PTDAXCategory
2024
N/AN/A
2023
17.92%N/A
2022
-18.42%N/A
2021
14.96%N/A
2020
15.61%14.56%
2019
24.48%23.19%
2018
-8.21%-7.74%
2017
20.25%19.52%
2016
5.03%7.95%
2015
-1.14%-1.99%
2014
5.76%5.25%
2013
21.82%19.97%
2012
16.27%14.64%
2011
-3.69%-3.49%
2010
15.34%14.37%
2009
28.99%30.90%
2008
-38.43%-37.94%
2007
6.55%6.21%
2006
15.18%14.67%
2005
N/A7.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.28%N/AN/AN/A
20235.58%4.85%-3.87%10.80%
2022-7.07%-13.74%-5.81%8.05%
20214.24%6.11%-1.04%5.02%
2020-18.87%17.96%6.78%13.13%
201911.70%3.79%0.66%6.67%
2018-0.39%1.04%3.80%-12.14%
20175.52%3.91%4.84%4.61%
2016-0.44%1.19%3.82%0.42%
20152.61%-0.13%-6.97%3.70%
20141.43%3.69%-1.62%2.22%
20136.76%0.00%6.48%7.16%
201211.90%-3.90%5.83%2.16%
20115.15%0.25%-15.81%8.52%
20104.79%-10.07%12.45%8.85%
2009-9.90%17.31%16.39%4.85%
2008-8.88%-0.55%-13.51%-21.45%
20071.82%4.93%2.72%-2.91%
20065.37%-1.70%4.24%6.68%
20054.70%1.73%N/AN/A

Rank in category (by total return)

YTD60
1-month56
3-month65
1-year62
3-year83
5-year66

Load adjusted returns

1-year6.79%
3-year-0.38%
5-year6.02%
10-year6.33%