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Principal LifeTime 2040 R3 (PTDMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.820.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.89%
5-year average return8.74%
Number of years up16
Number of years down6
Best 1-yr total return (2 Jun 2024)28.68%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return28.68%
Worst 3-yr total return2.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTDMXCategory
YTD2.41%10.80%
1-month-3.65%1.06%
3-month2.41%6.14%
1-year12.70%33.59%
3-year1.30%12.99%
5-year7.02%12.87%
10-year6.72%9.72%
Last bull market21.00%19.05%
Last bear market-13.81%-17.54%

Annual total return (%) history

Year
PTDMXCategory
2024
N/AN/A
2023
17.63%N/A
2022
-18.55%N/A
2021
14.74%N/A
2020
15.37%14.56%
2019
24.28%23.19%
2018
-8.40%-7.74%
2017
19.96%19.52%
2016
4.85%7.95%
2015
-1.35%-1.99%
2014
5.53%5.25%
2013
21.56%19.97%
2012
16.03%14.64%
2011
-3.90%-3.49%
2010
15.24%14.37%
2009
28.68%30.90%
2008
-38.48%-37.94%
2007
6.41%6.21%
2006
14.94%14.67%
2005
8.16%7.41%
2004
12.46%11.71%
2003
23.75%26.65%
2002
-13.09%-16.99%
2001
N/A-13.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.29%N/AN/AN/A
20235.45%4.81%-3.90%10.76%
2022-7.13%-13.81%-5.84%8.07%
20214.21%6.00%-1.09%5.01%
2020-18.92%17.91%6.74%13.07%
201911.62%3.77%0.66%6.59%
2018-0.45%1.04%3.72%-12.19%
20175.49%3.82%4.75%4.57%
2016-0.44%1.11%3.73%0.42%
20152.60%-0.20%-7.01%3.61%
20141.35%3.67%-1.74%2.21%
20136.65%-0.07%6.46%7.14%
201211.75%-3.88%5.72%2.18%
20114.96%0.33%-15.92%8.54%
20104.78%-10.14%12.42%8.87%
2009-9.99%17.26%16.36%4.78%
2008-8.99%-0.47%-13.55%-21.43%
20071.81%4.84%2.72%-2.95%
20065.35%-1.69%4.07%6.64%
2005-1.37%2.51%4.90%1.97%
20043.20%-0.27%0.00%9.28%
2003-3.00%12.37%3.07%10.15%
20021.20%-6.40%-12.21%4.52%
20015.25%-7.28%8.76%N/A

Rank in category (by total return)

YTD65
1-month70
3-month71
1-year70
3-year88
5-year82

Load adjusted returns

1-year12.70%
3-year1.30%
5-year7.02%
10-year6.72%