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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2030 J (PHJNX)

12.72
+0.01
+(0.08%)
At close: 8:01:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.61%
5y Average Return 8.00%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Apr 14, 2025) 20.59%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 20.59%
Worst 3Y Total Return 1.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PHJNX
Category
YTD
0.08%
7.97%
1-Month
-2.54%
0.98%
3-Month
0.08%
5.18%
1-Year
5.10%
25.53%
3-Year
3.92%
11.28%
5-Year
9.91%
10.98%
10-Year
6.40%
8.54%
Last Bull Market
11.38%
17.21%
Last Bear Market
-11.95%
-15.52%

Annual Total Return (%) History

Year
PHJNX
Category
2025
--
--
2024
10.27%
--
2023
14.86%
--
2022
-16.87%
--
2021
13.80%
--
2020
14.44%
12.99%
2019
20.59%
20.07%
2018
--
-6.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.08% -- -- --
2024 5.00% 1.09% 5.79% -1.81%
2023 5.28% 3.46% -3.76% 9.57%
2022 -6.10% -11.95% -5.17% 6.03%
2021 3.63% 4.89% -0.70% 5.42%
2020 -14.44% 14.16% 6.12% 10.40%
2019 9.57% 3.35% 0.68% 5.77%
2018 0.87% 3.10% -10.31% --

Rank in Category (By Total Return)

YTD 89
1-Month 98
3-Month 89
1-Year 72
3-Year 56
5-Year 42

Load Adjusted Returns

1-Year 4.10%
3-Year 3.92%
5-Year 9.91%
10-Year 6.40%

Performance & Risk

YTD Return -2.61%
5y Average Return 8.00%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family Principal Funds
Net Assets 1.06B
YTD Return 0.08%
Yield 2.48%
Morningstar Rating
Inception Date Sep 30, 2014

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 2030. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”), with a majority of the fund’s assets invested in index funds.

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