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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2050 R6 (PLJTX)

15.45
+0.05
+(0.32%)
At close: 8:06:59 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.96%
5y Average Return 12.10%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 24, 2025) 25.60%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 25.60%
Worst 3Y Total Return 4.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLJTX
Category
YTD
-1.51%
11.99%
1-Month
-4.11%
1.08%
3-Month
-1.51%
6.55%
1-Year
5.10%
37.09%
3-Year
6.11%
13.69%
5-Year
14.01%
13.58%
10-Year
8.40%
10.11%
Last Bull Market
14.43%
19.71%
Last Bear Market
-15.35%
-18.27%

Annual Total Return (%) History

Year
PLJTX
Category
2025
--
--
2024
15.85%
--
2023
20.35%
--
2022
-18.46%
--
2021
19.14%
--
2020
15.96%
15.25%
2019
25.60%
24.54%
2018
-9.46%
-8.41%

2017
20.61%
20.67%
2016
9.19%
8.22%
2015
--
-2.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.51% -- -- --
2024 8.56% 1.63% 6.22% -1.14%
2023 6.61% 5.81% -4.10% 11.25%
2022 -6.27% -15.35% -5.50% 8.76%
2021 5.74% 5.96% -0.94% 7.35%
2020 -19.70% 17.99% 7.71% 13.64%
2019 12.03% 3.55% 0.65% 7.57%
2018 -0.74% 1.32% 4.08% -13.50%
2017 5.60% 3.66% 5.12% 4.81%
2016 1.24% 1.93% 4.39% 1.36%

2015 4.33% -- -- --

Rank in Category (By Total Return)

YTD 87
1-Month 97
3-Month 87
1-Year 73
3-Year 32
5-Year 29

Load Adjusted Returns

1-Year 5.10%
3-Year 6.11%
5-Year 14.01%
10-Year 8.40%

Performance & Risk

YTD Return -2.96%
5y Average Return 12.10%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family Principal Funds
Net Assets 455.9M
YTD Return -1.51%
Yield 1.96%
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 2050. 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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