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Principal LifeTime 2040 R4 (PTDSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.80+0.03 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.40%
5-year average return8.18%
Number of years up16
Number of years down6
Best 1-yr total return (6 May 2024)29.00%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return29.00%
Worst 3-yr total return2.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTDSXCategory
YTD2.47%10.80%
1-month-3.64%1.06%
3-month2.47%6.14%
1-year12.90%33.59%
3-year1.47%12.99%
5-year7.21%12.87%
10-year6.92%9.72%
Last bull market21.10%19.05%
Last bear market-13.71%-17.54%

Annual total return (%) history

Year
PTDSXCategory
2024
N/AN/A
2023
17.83%N/A
2022
-18.38%N/A
2021
14.93%N/A
2020
15.62%14.56%
2019
24.53%23.19%
2018
-8.25%-7.74%
2017
20.20%19.52%
2016
5.06%7.95%
2015
-1.16%-1.99%
2014
5.75%5.25%
2013
21.79%19.97%
2012
16.25%14.64%
2011
-3.69%-3.49%
2010
15.36%14.37%
2009
29.00%30.90%
2008
-38.36%-37.94%
2007
6.60%6.21%
2006
15.15%14.67%
2005
8.36%7.41%
2004
12.59%11.71%
2003
24.01%26.65%
2002
-13.03%-16.99%
2001
N/A-13.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.34%N/AN/AN/A
20235.51%4.86%-3.89%10.81%
2022-7.11%-13.71%-5.82%8.11%
20214.20%6.11%-1.03%5.03%
2020-18.83%17.95%6.79%13.09%
201911.69%3.83%0.72%6.61%
2018-0.39%1.03%3.84%-12.20%
20175.49%3.95%4.80%4.59%
2016-0.44%1.18%3.80%0.48%
20152.60%-0.13%-6.93%3.65%
20141.42%3.67%-1.67%2.29%
20136.73%-0.07%6.53%7.19%
201211.75%-3.80%5.80%2.20%
20115.05%0.33%-15.83%8.57%
20104.77%-10.13%12.51%8.89%
2009-9.86%17.24%16.45%4.83%
2008-8.92%-0.47%-13.54%-21.35%
20071.89%4.91%2.71%-2.90%
20065.43%-1.69%4.15%6.67%
2005-1.28%2.51%4.98%2.00%
20043.20%-0.27%0.00%9.40%
2003-3.00%12.38%3.18%10.26%
20021.20%-6.40%-12.21%4.59%
20015.25%-7.18%8.85%N/A

Rank in category (by total return)

YTD61
1-month69
3-month69
1-year62
3-year85
5-year67

Load adjusted returns

1-year12.90%
3-year1.47%
5-year7.21%
10-year6.92%