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Nasdaq - Delayed Quote USD

Principal LifeTime 2015 Fund (LTPFX)

8.07
+0.01
+(0.12%)
At close: 8:01:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.74%
5y Average Return 5.19%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Apr 15, 2025) 15.81%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 15.81%
Worst 3Y Total Return 0.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LTPFX
Category
YTD
1.11%
5.24%
1-Month
-1.56%
0.74%
3-Month
1.11%
3.92%
1-Year
4.61%
17.09%
3-Year
2.81%
9.13%
5-Year
6.36%
8.26%
10-Year
4.52%
6.90%
Last Bull Market
8.40%
13.45%
Last Bear Market
-8.87%
-10.49%

Annual Total Return (%) History

Year
LTPFX
Category
2025
--
--
2024
6.50%
--
2023
10.84%
--
2022
-13.77%
--
2021
7.07%
--
2020
11.68%
10.75%
2019
15.81%
15.45%
2018
-4.91%
-3.86%

2017
12.93%
11.29%
2016
5.34%
6.12%
2015
-1.46%
-1.34%
2014
4.78%
4.48%
2013
13.17%
9.65%
2012
12.83%
10.65%
2011
-0.23%
-0.27%
2010
14.18%
11.50%
2009
24.46%
23.55%
2008
--
-27.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.11% -- -- --
2024 2.94% 0.48% 5.09% -2.01%
2023 3.89% 1.87% -2.70% 7.63%
2022 -5.29% -8.87% -4.45% 4.57%
2021 1.03% 3.86% -0.49% 2.54%
2020 -9.58% 10.95% 4.01% 7.02%
2019 7.27% 3.34% 1.01% 3.43%
2018 -0.97% 0.49% 2.15% -6.45%
2017 3.68% 2.66% 3.17% 2.85%
2016 0.94% 1.96% 2.73% -0.36%

2015 2.08% -0.46% -4.55% 1.60%
2014 1.50% 3.23% -1.34% 1.36%
2013 4.63% -0.96% 4.17% 4.84%
2012 8.27% -1.91% 4.61% 1.56%
2011 4.19% 0.80% -10.77% 6.46%
2010 4.48% -6.81% 10.26% 6.37%
2009 -8.25% 14.02% 14.30% 4.08%
2008 -1.31% -10.70% -16.82% --

Rank in Category (By Total Return)

YTD 61
1-Month 86
3-Month 61
1-Year 95
3-Year 77
5-Year 69

Load Adjusted Returns

1-Year 4.61%
3-Year 2.81%
5-Year 6.36%
10-Year 4.52%

Performance & Risk

YTD Return -0.74%
5y Average Return 5.19%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category Target-Date 2015
Fund Family Principal Funds
Net Assets 214.57M
YTD Return 1.11%
Yield 3.06%
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 2015. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and 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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