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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2060 R6 (PLKTX)

16.56
+0.05
+(0.30%)
At close: 8:06:59 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.00%
5y Average Return 12.57%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 24, 2025) 26.61%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 26.61%
Worst 3Y Total Return 4.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLKTX
Category
YTD
-1.53%
6.10%
1-Month
-4.12%
0.90%
3-Month
-1.53%
6.10%
1-Year
5.13%
14.41%
3-Year
6.10%
4.94%
5-Year
14.55%
9.53%
10-Year
8.64%
0.00%
Last Bull Market
14.48%
5.12%
Last Bear Market
-15.39%
0.00%

Annual Total Return (%) History

Year
PLKTX
Category
2025
--
--
2024
15.85%
--
2023
20.33%
--
2022
-18.48%
--
2021
20.09%
--
2020
16.07%
15.52%
2019
26.61%
25.15%
2018
-10.00%
-8.52%

2017
21.40%
21.27%
2016
9.66%
7.81%
2015
--
-1.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.53% -- -- --
2024 8.51% 1.70% 6.16% -1.12%
2023 6.57% 5.87% -4.11% 11.22%
2022 -6.30% -15.39% -5.45% 8.76%
2021 6.07% 6.23% -1.02% 7.67%
2020 -20.93% 18.77% 7.94% 14.50%
2019 12.45% 3.64% 0.48% 8.12%
2018 -0.73% 1.38% 4.26% -14.23%
2017 5.75% 3.81% 5.33% 4.99%
2016 1.23% 1.93% 4.59% 1.61%

2015 4.44% -- -- --

Rank in Category (By Total Return)

YTD 84
1-Month 93
3-Month 84
1-Year 68
3-Year 41
5-Year 14

Load Adjusted Returns

1-Year 5.13%
3-Year 6.10%
5-Year 14.55%
10-Year 8.64%

Performance & Risk

YTD Return -3.00%
5y Average Return 12.57%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family Principal Funds
Net Assets 154.72M
YTD Return -1.53%
Yield 1.93%
Morningstar Rating
Inception Date Aug 24, 2015

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 2060. 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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