Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2020 Instl (PHTTX)
11.77
+0.04
+(0.34%)
As of 8:06:59 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.26% |
| 5y Average Return | 6.49% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 24, 2025) | 17.17% |
| Worst 1Y Total Return (Apr 24, 2025) | -- |
| Best 3Y Total Return | 17.17% |
| Worst 3Y Total Return | 1.37% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PHTTX
Category
- YTD
- 0.60%
- 5.78%
- 1-Month
- -1.83%
- 0.81%
- 3-Month
- 0.60%
- 4.21%
- 1-Year
- 5.11%
- 18.91%
- 3-Year
- 3.39%
- 9.48%
- 5-Year
- 7.68%
- 8.82%
- 10-Year
- 5.41%
- 7.36%
- Last Bull Market
- 9.44%
- 14.92%
- Last Bear Market
- -9.71%
- -12.14%
Annual Total Return (%) History
Year
PHTTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.60% | -- | -- | -- |
| 2024 | 3.84% | 1.03% | 5.19% | -1.68% |
| 2023 | 4.55% | 2.31% | -2.89% | 7.90% |
| 2022 | -5.19% | -9.71% | -4.52% | 4.79% |
| 2021 | 2.17% | 4.08% | -0.45% | 3.87% |
| 2020 | -10.35% | 11.16% | 4.76% | 7.87% |
| 2019 | 7.84% | 3.09% | 0.97% | 4.38% |
| 2018 | -0.99% | 0.82% | 2.52% | -7.60% |
| 2017 | 3.77% | 2.58% | 3.45% | 3.07% |
| 2016 | 1.77% | 2.04% | 3.01% | 0.04% |
| 2015 | 2.86% | -0.60% | -4.70% | 2.38% |
| 2014 | 2.55% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 98 |
| 1-Month | 95 |
| 3-Month | 98 |
| 1-Year | 77 |
| 3-Year | 47 |
| 5-Year | 40 |
Load Adjusted Returns
| 1-Year | 5.11% |
| 3-Year | 3.39% |
| 5-Year | 7.68% |
| 10-Year | 5.41% |
Performance & Risk
| YTD Return | -0.26% |
| 5y Average Return | 6.49% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2020 |
| Fund Family | Principal Funds |
| Net Assets | 537.84M |
| YTD Return | 0.60% |
| Yield | 2.97% |
| 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 2020. 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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