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Nasdaq - Delayed Quote USD

Principal LifeTime 2055 Fund (LTFLX)

17.03
+0.08
+(0.47%)
At close: November 22 at 8:00:47 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 15.70%
5y Average Return 9.63%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Nov 21, 2024) 29.22%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 29.22%
Worst 3Y Total Return 3.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LTFLX
Category
YTD
12.49%
12.13%
1-Month
-2.14%
1.09%
3-Month
1.67%
6.61%
1-Year
29.12%
37.63%
3-Year
3.25%
13.82%
5-Year
9.38%
13.76%
10-Year
8.10%
10.29%
Last Bull Market
23.56%
19.35%
Last Bear Market
-14.89%
-17.99%

Annual Total Return (%) History

Year
LTFLX
Category
2024
--
--
2023
19.93%
--
2022
-19.15%
--
2021
17.38%
--
2020
15.94%
15.47%
2019
26.87%
24.91%
2018
-9.39%
-8.44%
2017
22.09%
21.08%

2016
5.28%
8.00%
2015
-1.00%
-1.71%
2014
5.88%
5.49%
2013
23.29%
23.14%
2012
17.02%
15.52%
2011
-4.70%
-4.13%
2010
15.28%
14.45%
2009
29.22%
32.20%
2008
--
-38.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.65% 0.44% 6.31% --
2023 5.98% 5.79% -4.07% 11.50%
2022 -7.34% -14.89% -6.11% 9.18%
2021 5.22% 6.70% -1.22% 5.85%
2020 -21.59% 19.81% 7.45% 14.85%
2019 12.95% 3.87% 0.45% 7.65%
2018 -0.30% 1.20% 4.14% -13.77%
2017 6.00% 4.16% 5.20% 5.11%
2016 -0.81% 1.08% 4.20% 0.76%
2015 2.72% 0.08% -7.62% 4.23%

2014 1.45% 3.86% -1.78% 2.31%
2013 7.04% 0.19% 6.84% 7.61%
2012 12.69% -4.36% 6.04% 2.39%
2011 5.23% 0.41% -17.07% 8.77%
2010 4.80% -10.87% 12.84% 9.38%
2009 -10.21% 17.32% 16.93% 4.91%
2008 -1.00% -13.39% -21.84% --

Rank in Category (By Total Return)

YTD 88
1-Month 33
3-Month 63
1-Year 79
3-Year 84
5-Year 78

Load Adjusted Returns

1-Year 29.12%
3-Year 3.25%
5-Year 9.38%
10-Year 8.10%

Performance & Risk

YTD Return 15.70%
5y Average Return 9.63%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.29
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family Principal Funds
Net Assets 1.18B
YTD Return 12.49%
Yield 1.19%
Morningstar Rating
Inception Date Feb 29, 2008

Fund Summary

The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2055. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

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