Principal LifeTime 2040 R5 (PTDPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:05AM EDT. Market open.
Performance overview
Morningstar return ratingN/A1
Year-to-date return4.43%
5-year average return7.71%
Number of years up16
Number of years down6
Best 1-yr total return (2 May 2024)29.13%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return29.13%
Worst 3-yr total return2.85%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnPTDPXCategory
YTD2.51%10.80%
1-month-3.61%1.06%
3-month2.51%6.14%
1-year13.12%33.59%
3-year1.60%12.99%
5-year7.34%12.87%
10-year7.05%9.72%
Last bull market21.17%19.05%
Last bear market-13.72%-17.54%
Annual total return (%) history
YearPTDPXCategory
2024N/AN/A
202318.04%N/A
2022-18.32%N/A
202115.10%N/A
202015.71%14.56%
201924.60%23.19%
2018-8.12%-7.74%
201720.40%19.52%
20165.18%7.95%
2015-1.05%-1.99%
20145.89%5.25%
201321.99%19.97%
201216.32%14.64%
2011-3.57%-3.49%
201015.52%14.37%
200929.13%30.90%
2008-38.26%-37.94%
20076.71%6.21%
200615.33%14.67%
20058.47%7.41%
200412.77%11.71%
200324.14%26.65%
2002-12.82%-16.99%
2001N/A-13.81%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20246.35%N/AN/AN/A
20235.62%4.82%-3.86%10.89%
2022-7.05%-13.72%-5.77%8.09%
20214.29%6.12%-1.02%5.08%
2020-18.84%17.99%6.81%13.13%
201911.68%3.80%0.79%6.64%
2018-0.45%1.16%3.81%-12.11%
20175.53%3.93%4.84%4.71%
2016-0.37%1.17%3.85%0.47%
20152.65%-0.13%-6.90%3.67%
20141.48%3.72%-1.66%2.31%
20136.86%-0.07%6.57%7.19%
201211.79%-3.78%5.86%2.16%
20115.11%0.32%-15.83%8.65%
20104.85%-10.18%12.56%8.96%
2009-9.95%17.46%16.38%4.91%
2008-8.83%-0.47%-13.49%-21.35%
20071.88%4.97%2.77%-2.91%
20065.50%-1.61%4.13%6.70%
2005-1.28%2.59%4.97%2.03%
20043.29%-0.27%0.09%9.38%
2003-3.00%12.49%3.17%10.27%
20021.20%-6.31%-12.09%4.59%
20015.35%-7.27%8.98%N/A
Rank in category (by total return)
YTD60
1-month65
3-month64
1-year58
3-year83
5-year63
Load adjusted returns
1-year13.12%
3-year1.60%
5-year7.34%
10-year7.05%
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