Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2030 Instl (PHTNX)
13.06
+0.04
+(0.31%)
As of 8:06:59 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.99% |
| 5y Average Return | 8.55% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 24, 2025) | 20.91% |
| Worst 1Y Total Return (Apr 24, 2025) | -- |
| Best 3Y Total Return | 20.91% |
| Worst 3Y Total Return | 1.86% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PHTNX
Category
- YTD
- 0.08%
- 7.97%
- 1-Month
- -2.52%
- 0.98%
- 3-Month
- 0.08%
- 5.18%
- 1-Year
- 5.13%
- 25.53%
- 3-Year
- 4.03%
- 11.28%
- 5-Year
- 10.05%
- 10.98%
- 10-Year
- 6.57%
- 8.54%
- Last Bull Market
- 11.38%
- 17.21%
- Last Bear Market
- -11.95%
- -15.52%
Annual Total Return (%) History
Year
PHTNX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.08% | -- | -- | -- |
| 2024 | 5.13% | 1.08% | 5.75% | -1.72% |
| 2023 | 5.34% | 3.52% | -3.73% | 9.49% |
| 2022 | -6.07% | -11.95% | -5.06% | 6.02% |
| 2021 | 3.61% | 4.94% | -0.69% | 5.49% |
| 2020 | -14.39% | 14.20% | 6.18% | 10.53% |
| 2019 | 9.64% | 3.43% | 0.77% | 5.81% |
| 2018 | -0.78% | 0.87% | 3.27% | -10.31% |
| 2017 | 4.61% | 3.19% | 4.18% | 3.87% |
| 2016 | 1.55% | 1.94% | 3.60% | 0.60% |
| 2015 | 3.15% | -0.49% | -5.74% | 3.18% |
| 2014 | 3.15% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 91 |
| 1-Month | 96 |
| 3-Month | 91 |
| 1-Year | 71 |
| 3-Year | 50 |
| 5-Year | 26 |
Load Adjusted Returns
| 1-Year | 5.13% |
| 3-Year | 4.03% |
| 5-Year | 10.05% |
| 10-Year | 6.57% |
Performance & Risk
| YTD Return | -0.99% |
| 5y Average Return | 8.55% |
| Rank in Category (ytd) | 91 |
| % 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 | 2.54% |
| 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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