Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2015 Instl (PHTMX)
11.39
+0.03
+(0.26%)
As of 8:06:59 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.26% |
| 5y Average Return | 5.50% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 24, 2025) | 15.18% |
| Worst 1Y Total Return (Apr 24, 2025) | -- |
| Best 3Y Total Return | 15.18% |
| Worst 3Y Total Return | 1.03% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PHTMX
Category
- YTD
- 0.97%
- 5.24%
- 1-Month
- -1.55%
- 0.74%
- 3-Month
- 0.97%
- 3.92%
- 1-Year
- 5.10%
- 17.09%
- 3-Year
- 3.08%
- 9.13%
- 5-Year
- 6.53%
- 8.26%
- 10-Year
- 4.79%
- 6.90%
- Last Bull Market
- 8.83%
- 13.45%
- Last Bear Market
- -8.93%
- -10.49%
Annual Total Return (%) History
Year
PHTMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.97% | -- | -- | -- |
| 2024 | 3.21% | 0.89% | 5.02% | -1.75% |
| 2023 | 4.23% | 1.89% | -2.69% | 7.50% |
| 2022 | -4.93% | -8.93% | -4.30% | 4.26% |
| 2021 | 1.40% | 3.58% | -0.31% | 3.24% |
| 2020 | -8.27% | 9.79% | 4.02% | 6.75% |
| 2019 | 6.88% | 2.94% | 1.07% | 3.57% |
| 2018 | -0.92% | 0.65% | 2.03% | -6.15% |
| 2017 | 3.41% | 2.33% | 2.94% | 2.62% |
| 2016 | 1.78% | 2.06% | 2.62% | -0.21% |
| 2015 | 2.56% | -0.60% | -4.12% | 1.82% |
| 2014 | 2.17% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 83 |
| 1-Month | 83 |
| 3-Month | 83 |
| 1-Year | 80 |
| 3-Year | 57 |
| 5-Year | 61 |
Load Adjusted Returns
| 1-Year | 5.10% |
| 3-Year | 3.08% |
| 5-Year | 6.53% |
| 10-Year | 4.79% |
Performance & Risk
| YTD Return | 0.26% |
| 5y Average Return | 5.50% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2015 |
| Fund Family | Principal Funds |
| Net Assets | 362.06M |
| YTD Return | 0.97% |
| Yield | 2.99% |
| Morningstar Rating | |
| Inception Date | Aug 24, 2015 |
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”), with a majority of the fund’s assets invested in index funds.
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