Principal LifeTime 2040 Institutional (PTDIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
As of 08:06AM EDT. Market open.
Performance overview
Morningstar return ratingN/A1
Year-to-date return2.56%
5-year average return7.74%
Number of years up16
Number of years down6
Best 1-yr total return (30 Apr 2024)29.47%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return29.47%
Worst 3-yr total return3.12%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnPTDIXCategory
YTD6.37%10.80%
1-month2.92%1.06%
3-month6.37%6.14%
1-year19.16%33.59%
3-year4.46%12.99%
5-year9.06%12.87%
10-year7.69%9.72%
Last bull market30.95%19.05%
Last bear market-13.70%-17.54%
Annual total return (%) history
YearPTDIXCategory
2024N/AN/A
202318.36%N/A
2022-18.13%N/A
202115.43%N/A
202016.04%14.56%
201924.89%23.19%
2018-7.90%-7.74%
201720.70%19.52%
20165.45%7.95%
2015-0.79%-1.99%
20146.11%5.25%
201322.36%19.97%
201216.66%14.64%
2011-3.38%-3.49%
201015.85%14.37%
200929.47%30.90%
2008-38.10%-37.94%
20076.97%6.21%
200615.61%14.67%
20058.82%7.41%
200413.00%11.71%
200324.48%26.65%
2002-12.61%-16.99%
2001N/A-13.81%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20246.37%N/AN/AN/A
20235.66%4.93%-3.76%10.93%
2022-7.01%-13.70%-5.66%8.15%
20214.39%6.14%-0.91%5.13%
2020-18.77%18.07%6.91%13.17%
201911.79%3.85%0.85%6.67%
2018-0.38%1.21%3.85%-12.05%
20175.58%4.05%4.88%4.76%
2016-0.36%1.32%3.90%0.54%
20152.71%-0.07%-6.86%3.79%
20141.48%3.77%-1.53%2.33%
20136.92%0.00%6.62%7.33%
201211.95%-3.77%5.92%2.24%
20115.10%0.40%-15.70%8.61%
20104.84%-9.97%12.51%9.09%
2009-9.82%17.41%16.57%4.88%
2008-8.81%-0.39%-13.38%-21.32%
20071.95%5.03%2.83%-2.85%
20065.57%-1.61%4.20%6.81%
2005-1.19%2.67%5.04%2.13%
20043.29%-0.09%0.09%9.40%
2003-2.89%12.49%3.38%10.23%
20021.30%-6.21%-12.08%4.62%
20015.35%-7.07%8.91%N/A
Rank in category (by total return)
YTD58
1-month44
3-month58
1-year36
3-year68
5-year44
Load adjusted returns
1-year19.16%
3-year4.46%
5-year9.06%
10-year7.69%
© 2024 Yahoo. All rights reserved.