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Principal LifeTime 2040 R1 (PYASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.82+0.12 (+0.76%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.25%
5-year average return7.05%
Number of years up14
Number of years down5
Best 1-yr total return (2 May 2024)28.35%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return28.35%
Worst 3-yr total return2.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPYASXCategory
YTD2.32%10.80%
1-month-3.69%1.06%
3-month2.32%6.14%
1-year12.41%33.59%
3-year0.98%12.99%
5-year6.68%12.87%
10-year6.39%9.72%
Last bull market20.88%19.05%
Last bear market-13.84%-17.54%

Annual total return (%) history

Year
PYASXCategory
2024
N/AN/A
2023
17.28%N/A
2022
-18.83%N/A
2021
14.37%N/A
2020
15.02%14.56%
2019
23.90%23.19%
2018
-8.72%-7.74%
2017
19.64%19.52%
2016
4.52%7.95%
2015
-1.66%-1.99%
2014
5.20%5.25%
2013
21.22%19.97%
2012
15.71%14.64%
2011
-4.20%-3.49%
2010
14.83%14.37%
2009
28.35%30.90%
2008
-38.70%-37.94%
2007
6.07%6.21%
2006
14.63%14.67%
2005
7.80%7.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.24%N/AN/AN/A
20235.41%4.70%-3.95%10.63%
2022-7.19%-13.84%-5.94%7.93%
20214.13%5.97%-1.19%4.90%
2020-18.94%17.81%6.63%12.95%
201911.57%3.68%0.59%6.48%
2018-0.58%0.97%3.71%-12.32%
20175.40%3.74%4.74%4.48%
2016-0.59%1.11%3.65%0.32%
20152.52%-0.27%-7.13%3.56%
20141.28%3.60%-1.80%2.10%
20136.64%-0.15%6.31%7.09%
201211.74%-3.96%5.64%2.06%
20114.96%0.16%-15.93%8.40%
20104.67%-10.22%12.32%8.80%
2009-9.96%17.08%16.34%4.66%
2008-9.04%-0.63%-13.62%-21.49%
20071.74%4.76%2.58%-2.98%
20065.34%-1.77%3.99%6.53%
2005-1.36%2.33%4.81%1.89%

Rank in category (by total return)

YTD67
1-month77
3-month74
1-year74
3-year91
5-year92

Load adjusted returns

1-year12.41%
3-year0.98%
5-year6.68%
10-year6.39%