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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2025 R6 (PLFTX)

12.67
+0.04
+(0.32%)
As of 8:06:59 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.47%
5y Average Return 7.62%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 24, 2025) 19.15%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 19.15%
Worst 3Y Total Return 1.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLFTX
Category
YTD
0.47%
6.61%
1-Month
-2.07%
0.92%
3-Month
0.47%
4.66%
1-Year
5.12%
21.54%
3-Year
3.69%
10.23%
5-Year
8.96%
9.75%
10-Year
6.02%
7.82%
Last Bull Market
10.18%
16.61%
Last Bear Market
-10.71%
-14.25%

Annual Total Return (%) History

Year
PLFTX
Category
2025
--
--
2024
9.33%
--
2023
13.28%
--
2022
-15.21%
--
2021
11.99%
--
2020
13.72%
11.84%
2019
19.15%
18.25%
2018
-6.41%
-5.34%

2017
15.12%
14.67%
2016
7.50%
6.73%
2015
--
-1.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.47% -- -- --
2024 4.50% 1.04% 5.37% -1.73%
2023 4.92% 2.87% -3.29% 8.53%
2022 -5.36% -10.71% -4.80% 5.40%
2021 2.93% 4.56% -0.57% 4.66%
2020 -12.50% 12.66% 5.53% 9.32%
2019 8.80% 3.29% 0.86% 5.12%
2018 -0.87% 0.88% 2.89% -9.04%
2017 4.23% 2.83% 3.86% 3.42%
2016 1.66% 2.04% 3.30% 0.31%

2015 2.85% -- -- --

Rank in Category (By Total Return)

YTD 91
1-Month 94
3-Month 91
1-Year 73
3-Year 46
5-Year 20

Load Adjusted Returns

1-Year 5.12%
3-Year 3.69%
5-Year 8.96%
10-Year 6.02%

Performance & Risk

YTD Return -0.47%
5y Average Return 7.62%
Rank in Category (ytd) 91
% 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 0.47%
Yield 2.80%
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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