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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2025 Instl (PHTQX)

12.66
+0.04
+(0.32%)
As of 8:06:59 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.55%
5y Average Return 7.59%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 24, 2025) 19.24%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 19.24%
Worst 3Y Total Return 1.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PHTQX
Category
YTD
0.39%
6.61%
1-Month
-2.15%
0.92%
3-Month
0.39%
4.66%
1-Year
5.08%
21.54%
3-Year
3.66%
10.23%
5-Year
8.91%
9.75%
10-Year
6.00%
7.82%
Last Bull Market
10.10%
16.61%
Last Bear Market
-10.72%
-14.25%

Annual Total Return (%) History

Year
PHTQX
Category
2025
--
--
2024
9.29%
--
2023
13.24%
--
2022
-15.17%
--
2021
11.96%
--
2020
13.61%
11.84%
2019
19.24%
18.25%
2018
-6.54%
-5.34%

2017
15.23%
14.67%
2016
7.51%
6.73%
2015
-0.18%
-1.59%
2014
--
5.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.39% -- -- --
2024 4.42% 1.04% 5.37% -1.68%
2023 4.83% 2.87% -3.21% 8.50%
2022 -5.36% -10.72% -4.80% 5.46%
2021 3.00% 4.49% -0.57% 4.63%
2020 -12.50% 12.56% 5.54% 9.30%
2019 8.81% 3.29% 0.86% 5.18%
2018 -0.96% 0.88% 2.89% -9.09%
2017 4.14% 2.93% 3.86% 3.51%
2016 1.66% 2.04% 3.31% 0.31%

2015 3.16% -0.59% -5.27% 2.75%
2014 2.88% -- -- --

Rank in Category (By Total Return)

YTD 95
1-Month 100
3-Month 95
1-Year 74
3-Year 47
5-Year 22

Load Adjusted Returns

1-Year 5.08%
3-Year 3.66%
5-Year 8.91%
10-Year 6.00%

Performance & Risk

YTD Return -0.55%
5y Average Return 7.59%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family Principal Funds
Net Assets 934.63M
YTD Return 0.39%
Yield 2.77%
Morningstar Rating
Inception Date Mar 01, 2018

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 2025. 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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