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Principal LifeTime 2040 R2 (PTDNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.39+0.31 (+1.81%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return7.97%
5-year average return5.97%
Number of years up14
Number of years down5
Best 1-yr total return (3 Feb 2019)28.59%
Worst 1-yr total return (3 Feb 2019)-38.61%
Best 3-yr total return28.59%
Worst 3-yr total return-9.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTDNXCategory
YTD3.88%10.80%
1-month3.27%1.06%
3-month7.14%6.14%
1-year27.85%33.59%
3-year10.84%12.99%
5-year8.39%12.87%
10-year0.00%9.72%
Last bull market20.60%19.05%
Last bear market-18.44%-17.54%

Annual total return (%) history

Year
PTDNXCategory
2020
15.19%14.56%
2019
23.96%23.19%
2018
-8.56%-7.74%
2017
19.77%19.52%
2016
4.64%7.95%
2015
-1.50%-1.99%
2014
5.34%5.25%
2013
21.41%19.97%
2012
15.75%14.64%
2011
-4.05%-3.49%
2010
14.92%14.37%
2009
28.59%30.90%
2008
-38.61%-37.94%
2007
6.22%6.21%
2006
14.73%14.67%
2005
7.96%7.41%
2004
12.24%11.71%
2003
23.76%26.65%
2002
-13.25%-16.99%
2001
N/A-13.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-18.88%17.79%6.70%12.98%
201911.54%3.74%0.59%6.50%
2018-0.51%0.97%3.71%-12.22%
20175.40%3.81%4.73%4.52%
2016-0.51%1.03%3.72%0.37%
20152.52%-0.20%-7.07%3.59%
20141.28%3.67%-1.80%2.16%
20136.72%-0.15%6.38%7.09%
201211.73%-3.96%5.72%2.03%
20114.96%0.24%-15.92%8.47%
20104.67%-10.22%12.32%8.88%
2009-9.98%17.24%16.34%4.73%
2008-8.99%-0.63%-13.58%-21.45%
20071.74%4.85%2.65%-3.00%
20065.35%-1.77%4.00%6.60%
2005-1.45%2.43%4.91%1.95%
20043.10%-0.27%-0.09%9.26%
2003-3.11%12.38%3.18%10.16%
20021.10%-6.41%-12.12%4.33%
20015.14%-7.29%8.68%N/A

Rank in category (by total return)

YTD56
1-month16
3-month56
1-year56
3-year59
5-year80

Load adjusted returns

1-year25.57%
3-year9.87%
5-year12.20%
10-year8.36%