NasdaqGM - Delayed Quote USD
Principal LifeTime 2020 J (PLFJX)
11.80
+0.08
+(0.68%)
As of 8:09:23 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.76% |
| 5y Average Return | 6.23% |
| Number of Years Up | 17 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 23, 2025) | 18.31% |
| Worst 1Y Total Return (Apr 23, 2025) | -- |
| Best 3Y Total Return | 18.31% |
| Worst 3Y Total Return | 0.91% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PLFJX
Category
- YTD
- 0.93%
- 5.78%
- 1-Month
- -1.80%
- 0.81%
- 3-Month
- 0.93%
- 4.21%
- 1-Year
- 4.64%
- 18.91%
- 3-Year
- 3.20%
- 9.48%
- 5-Year
- 7.55%
- 8.82%
- 10-Year
- 5.16%
- 7.36%
- Last Bull Market
- 9.08%
- 14.92%
- Last Bear Market
- -9.55%
- -12.14%
Annual Total Return (%) History
Year
PLFJX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.93% | -- | -- | -- |
| 2024 | 3.53% | 0.49% | 5.25% | -1.97% |
| 2023 | 4.21% | 2.32% | -2.86% | 8.12% |
| 2022 | -5.66% | -9.55% | -4.75% | 5.16% |
| 2021 | 1.67% | 4.44% | -0.59% | 3.16% |
| 2020 | -11.68% | 12.38% | 4.62% | 8.38% |
| 2019 | 8.53% | 3.56% | 1.00% | 4.21% |
| 2018 | -0.92% | 0.71% | 2.62% | -8.11% |
| 2017 | 4.15% | 3.02% | 3.65% | 3.22% |
| 2016 | 0.70% | 1.94% | 3.13% | -0.26% |
| 2015 | 2.20% | -0.49% | -5.17% | 2.21% |
| 2014 | 1.55% | 3.34% | -1.55% | 1.89% |
| 2013 | 5.41% | -0.83% | 4.87% | 5.48% |
| 2012 | 9.62% | -2.36% | 4.91% | 1.80% |
| 2011 | 4.39% | 0.74% | -12.67% | 7.30% |
| 2010 | 4.54% | -7.48% | 10.48% | 7.00% |
| 2009 | -8.85% | 15.88% | 15.06% | 4.39% |
| 2008 | -7.36% | -0.79% | -11.94% | -18.47% |
| 2007 | 1.69% | 3.40% | 2.38% | -2.77% |
| 2006 | 4.62% | -1.39% | 4.32% | 5.63% |
| 2005 | -1.52% | 3.08% | 3.65% | 1.64% |
| 2004 | 3.66% | -1.41% | 1.08% | 8.01% |
| 2003 | -1.53% | 10.21% | 2.72% | 8.12% |
| 2002 | 0.70% | -3.88% | -7.88% | 3.37% |
| 2001 | -5.48% | 5.64% | -- | -- |
Rank in Category (By Total Return)
| YTD | 70 |
| 1-Month | 93 |
| 3-Month | 70 |
| 1-Year | 93 |
| 3-Year | 60 |
| 5-Year | 47 |
Load Adjusted Returns
| 1-Year | 3.67% |
| 3-Year | 3.20% |
| 5-Year | 7.55% |
| 10-Year | 5.16% |
Performance & Risk
| YTD Return | -0.76% |
| 5y Average Return | 6.23% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2020 |
| Fund Family | Principal Funds |
| Net Assets | 2.12B |
| YTD Return | 0.93% |
| Yield | 2.82% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2001 |
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”). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Related Tickers
UOPIX ProFunds UltraNASDAQ-100 Fund
85.74
+4.54%
UOPSX ProFunds UltraNASDAQ-100 Fund
58.81
+4.53%
RYVYX Rydex NASDAQ-100 2x Strategy H
412.29
+4.51%
RYVLX Rydex NASDAQ-100 2x Strategy A
412.42
+4.51%
RYCCX Rydex NASDAQ-100 2x Strategy C
289.36
+4.51%
INPSX ProFunds Internet UltraSector Svc
29.30
+4.16%
FELTX Fidelity Advisor Semiconductors M
58.40
+4.16%
FIKGX Fidelity Advisor Semiconductors Z
68.93
+4.16%
FELIX Fidelity Advisor Semiconductors I
68.69
+4.15%
FSELX Fidelity Select Semiconductors
24.32
+4.15%
FELCX Fidelity Advisor Semiconductors C
49.17
+4.15%
FELAX Fidelity Advisor Semiconductors A
63.02
+4.15%
INPIX ProFunds Internet UltraSector Inv
46.17
+4.13%
UPDDX Upright Growth & Income
15.51
+3.82%
RYSAX Rydex Electronics H
286.19
+3.55%
RYELX Rydex Electronics A
295.55
+3.55%
RYSIX Rydex Electronics Inv
326.36
+3.55%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
56.96
+3.49%
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
45.17
+3.48%
PGKCX PGIM Jennison Technology C
20.76
+3.33%
FIKHX Fidelity Advisor Technology Z
111.19
+3.33%
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
22.38
+3.32%
FSPTX Fidelity Select Technology
29.25
+3.32%
FATIX Fidelity Advisor Technology Fund
111.19
+3.32%
PGKRX PGIM Jennison Technology R6
22.43
+3.32%
FADTX Fidelity Advisor Technology A
97.51
+3.32%
FTHCX Fidelity Advisor Technology C
68.91
+3.31%
FATEX Fidelity Advisor Technology Fund
87.72
+3.31%
PGKAX PGIM Jennison Technology A
21.96
+3.29%
JATAX Janus Henderson Global Technology and Innovation Fund
52.49
+3.14%
JAGTX Janus Henderson Glb Tech and Innovt T
54.23
+3.14%
JATSX Janus Henderson Global Technology and Innovation Fund
50.39
+3.13%
JATIX Janus Henderson Global Technology and Innovation Fund
55.99
+3.13%
JNGTX Janus Henderson Glb Tech and Innovt D
55.14
+3.12%
ALGYX Alger Focus Equity Y
72.02
+3.06%
ALAFX Alger Focus Equity A
68.69
+3.06%
ALCFX Alger Focus Equity C
61.40
+3.05%
ALGRX Alger Focus Equity I
69.27
+3.05%
ALZFX Alger Focus Equity Z
71.73
+3.05%
CTHRX Columbia Global Technology Growth Inst2
79.87
+3.02%
CGTDX Columbia Global Technology Growth S
77.87
+3.02%
CMTFX Columbia Global Technology Growth Inst
77.87
+3.02%
CGTUX Columbia Global Technology Growth Inst3
80.29
+3.02%
CTCAX Columbia Global Technology Growth A
73.51
+3.01%
CTHCX Columbia Global Technology Growth C
62.25
+3.01%
TEGYX Touchstone Mid Cap Growth Y
36.61
+2.98%
NWHTX Nationwide Bailard Tech & Sci R6
26.28
+2.98%
TEGIX Touchstone Mid Cap Growth Inst
37.36
+2.98%
FTRNX Fidelity Trend
149.28
+2.97%
KTCAX DWS Science and Technology A
33.34
+2.96%
KTCSX DWS Science and Technology S
34.74
+2.96%
TFGRX Touchstone Mid Cap Growth R6
37.53
+2.96%
BSTSX BlackRock Technology Opportunities Svc
57.39
+2.96%
NWHUX Nationwide Bailard Tech & Sci Instl Svc
26.09
+2.96%
BTEKX BlackRock Technology Opportunities K
62.33
+2.96%
NWHOX Nationwide Bailard Tech & Sci A
23.06
+2.95%
BGSAX BlackRock Technology Opportunities Fund
55.92
+2.95%
KTCIX DWS Science and Technology Inst
39.88
+2.94%
BGSRX BlackRock Technology Opportunities Fund
55.75
+2.94%
FTXAX FullerThaler Behavioral Sm-Cp Gr A
37.88
+2.93%
BGSIX BlackRock Technology Opportunities Fund
62.10
+2.93%
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
38.00
+2.93%
FTXCX FullerThaler Behavioral Sm-Cp Gr C
36.62
+2.92%
NWHQX Nationwide Bailard Tech & Sci M
26.41
+2.92%
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
39.10
+2.92%
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
38.83
+2.92%
BIOUX Baron Opportunity Fund
43.43
+2.89%
BIOPX Baron Opportunity Fund
40.48
+2.87%
BIOIX Baron Opportunity Fund
43.38
+2.87%
ATHGX American Century Heritage R5
24.70
+2.79%
CMGYX Columbia Select Mid Cap Gro Fd I3
25.08
+2.79%
TWHIX American Century Heritage Fund
21.45
+2.78%
CLSDX Columbia Select Mid Cap Gro S
24.50
+2.77%
ACILX American Century Heritage G
26.05
+2.76%
FBCKX Fidelity Advisor Blue Chip Grow
189.84
+2.76%
FBCCX Fidelity Advisor Blue Chip Growth A
189.54
+2.75%
BIPSX ProFunds Biotechnology UltraSector Fund
19.03
+2.75%
BIPIX ProFunds Biotechnology UltraSector Fund
36.58
+2.75%
FBGKX Fidelity Blue Chip Growth Fund
191.23
+2.75%
FBGRX Fidelity Blue Chip Growth Fund
190.11
+2.75%
FBCJX Fidelity Advisor Blue Chip Grow
189.80
+2.75%
FBCEX Fidelity Advisor Blue Chip Grow
189.43
+2.75%
FBCHX Fidelity Advisor Blue Chip Grow
188.83
+2.75%
ATHIX American Century Heritage I
24.69
+2.75%
ATHDX American Century Heritage R6
25.47
+2.74%
ATHYX American Century Heritage Y
25.47
+2.74%
SLMCX Columbia Seligman Tech & Info A
101.69
+2.74%
CCOYX Columbia Seligman Technology and Information Fund
120.83
+2.74%
SCIRX Columbia Seligman Tech & Info R
90.82
+2.74%
ATHAX American Century Heritage A
17.64
+2.74%
ATHWX American Century Heritage R
17.27
+2.74%
CCIFX Columbia Seligman Technology And Info S
121.30
+2.74%
CCIZX Columbia Seligman Tech & Info Inst
121.30
+2.74%
SCMIX Columbia Seligman Tech & Info Inst2
122.44
+2.74%
TSNIX T. Rowe Price Science & Tech I
41.74
+2.73%
SGTTX Columbia Seligman Global Tech Inst2
62.95
+2.71%
SGTRX Columbia Seligman Global Tech R
55.01
+2.71%
CSGZX Columbia Seligman Global Tech Inst
62.23
+2.71%
SHGTX Columbia Seligman Global Tech A
59.60
+2.71%
CGTYX Columbia Seligman Global Tech Inst3
62.37
+2.70%