Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2040 R6 (PLMTX)
14.46
+0.04
+(0.28%)
As of 8:06:59 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.10% |
| 5y Average Return | 10.68% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 24, 2025) | 23.95% |
| Worst 1Y Total Return (Apr 24, 2025) | -- |
| Best 3Y Total Return | 23.95% |
| Worst 3Y Total Return | 3.31% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PLMTX
Category
- YTD
- -0.81%
- 10.80%
- 1-Month
- -3.44%
- 1.06%
- 3-Month
- -0.81%
- 6.14%
- 1-Year
- 5.19%
- 33.59%
- 3-Year
- 5.27%
- 12.99%
- 5-Year
- 12.41%
- 12.87%
- 10-Year
- 7.71%
- 9.72%
- Last Bull Market
- 13.17%
- 19.05%
- Last Bear Market
- -14.10%
- -17.54%
Annual Total Return (%) History
Year
PLMTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.81% | -- | -- | -- |
| 2024 | 7.09% | 1.39% | 6.12% | -1.44% |
| 2023 | 6.16% | 4.92% | -3.92% | 10.52% |
| 2022 | -6.25% | -14.10% | -5.36% | 7.70% |
| 2021 | 4.89% | 5.62% | -0.91% | 6.70% |
| 2020 | -17.64% | 16.38% | 7.08% | 12.45% |
| 2019 | 11.24% | 3.51% | 0.74% | 6.86% |
| 2018 | -0.75% | 1.18% | 3.73% | -12.21% |
| 2017 | 5.24% | 3.50% | 4.72% | 4.46% |
| 2016 | 1.44% | 1.83% | 4.19% | 1.06% |
| 2015 | 3.79% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 89 |
| 1-Month | 90 |
| 3-Month | 89 |
| 1-Year | 70 |
| 3-Year | 47 |
| 5-Year | 53 |
Load Adjusted Returns
| 1-Year | 5.19% |
| 3-Year | 5.27% |
| 5-Year | 12.41% |
| 10-Year | 7.71% |
Performance & Risk
| YTD Return | -2.10% |
| 5y Average Return | 10.68% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | Principal Funds |
| Net Assets | 858.76M |
| YTD Return | -0.81% |
| Yield | 2.27% |
| 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 2040. 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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