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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2045 Instl (PHTYX)

15.04
+0.05
+(0.33%)
As of 8:06:59 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.60%
5y Average Return 11.49%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 24, 2025) 24.78%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 24.78%
Worst 3Y Total Return 3.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PHTYX
Category
YTD
-1.23%
11.62%
1-Month
-3.86%
1.08%
3-Month
-1.23%
6.42%
1-Year
5.12%
36.05%
3-Year
5.67%
13.52%
5-Year
13.32%
13.44%
10-Year
8.08%
9.97%
Last Bull Market
13.84%
20.43%
Last Bear Market
-14.96%
-18.27%

Annual Total Return (%) History

Year
PHTYX
Category
2025
--
--
2024
14.81%
--
2023
19.38%
--
2022
-18.27%
--
2021
18.40%
--
2020
15.77%
15.10%
2019
24.78%
24.35%
2018
-9.06%
-8.14%

2017
19.82%
20.51%
2016
9.06%
7.93%
2015
-0.40%
-1.87%
2014
--
5.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.23% -- -- --
2024 7.88% 1.61% 6.13% -1.30%
2023 6.36% 5.51% -4.03% 10.84%
2022 -6.23% -14.96% -5.39% 8.35%
2021 5.42% 5.81% -0.88% 7.09%
2020 -18.83% 17.28% 7.45% 13.19%
2019 11.57% 3.57% 0.66% 7.28%
2018 -0.74% 1.25% 3.94% -12.93%
2017 5.31% 3.58% 4.96% 4.65%
2016 1.34% 1.83% 4.30% 1.32%

2015 3.04% -0.20% -6.89% 4.02%
2014 3.49% -- -- --

Rank in Category (By Total Return)

YTD 91
1-Month 98
3-Month 91
1-Year 73
3-Year 49
5-Year 57

Load Adjusted Returns

1-Year 5.12%
3-Year 5.67%
5-Year 13.32%
10-Year 8.08%

Performance & Risk

YTD Return -2.60%
5y Average Return 11.49%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Target-Date 2045
Fund Family Principal Funds
Net Assets 511.05M
YTD Return -1.23%
Yield 2.08%
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 2045. 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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