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Principal LifeTime 2040 J (PTDJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.70+0.14 (+0.90%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.53%
5-year average return7.56%
Number of years up16
Number of years down6
Best 1-yr total return (30 Apr 2024)28.69%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return28.69%
Worst 3-yr total return2.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTDJXCategory
YTD6.39%10.80%
1-month2.90%1.06%
3-month6.39%6.14%
1-year18.93%33.59%
3-year4.29%12.99%
5-year8.87%12.87%
10-year7.46%9.72%
Last bull market30.75%19.05%
Last bear market-13.74%-17.54%

Annual total return (%) history

Year
PTDJXCategory
2024
N/AN/A
2023
18.10%N/A
2022
-18.26%N/A
2021
15.15%N/A
2020
15.89%14.56%
2019
24.67%23.19%
2018
-8.02%-7.74%
2017
20.44%19.52%
2016
5.20%7.95%
2015
-1.08%-1.99%
2014
5.75%5.25%
2013
21.84%19.97%
2012
16.22%14.64%
2011
-3.71%-3.49%
2010
15.20%14.37%
2009
28.69%30.90%
2008
-38.42%-37.94%
2007
6.39%6.21%
2006
14.85%14.67%
2005
7.97%7.41%
2004
12.11%11.71%
2003
22.74%26.65%
2002
-13.55%-16.99%
2001
N/A-13.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.39%N/AN/AN/A
20235.65%4.85%-3.81%10.83%
2022-7.04%-13.74%-5.73%8.13%
20214.25%6.15%-0.97%5.07%
2020-18.81%18.08%6.84%13.15%
201911.74%3.82%0.79%6.62%
2018-0.32%1.10%3.82%-12.08%
20175.55%3.94%4.86%4.69%
2016-0.37%1.18%3.86%0.49%
20152.66%-0.13%-6.98%3.73%
20141.42%3.66%-1.60%2.23%
20136.71%0.00%6.44%7.26%
201211.81%-3.87%5.79%2.21%
20115.03%0.32%-15.87%8.62%
20104.76%-10.19%12.49%8.85%
2009-10.07%17.35%16.30%4.86%
2008-8.91%-0.55%-13.53%-21.38%
20071.81%4.91%2.64%-2.95%
20065.34%-1.69%4.07%6.57%
2005-1.45%2.43%4.91%1.97%
20043.00%-0.36%-0.09%9.35%
2003-3.33%12.11%2.97%9.99%
20021.09%-6.48%-12.28%4.24%
2001-7.37%8.91%N/AN/A

Rank in category (by total return)

YTD55
1-month46
3-month55
1-year45
3-year74
5-year53

Load adjusted returns

1-year17.93%
3-year4.29%
5-year8.87%
10-year7.46%