Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2045 R6 (PLNTX)
15.06
+0.04
+(0.27%)
As of 8:06:59 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.53% |
| 5y Average Return | 11.54% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 24, 2025) | 24.78% |
| Worst 1Y Total Return (Apr 24, 2025) | -- |
| Best 3Y Total Return | 24.78% |
| Worst 3Y Total Return | 3.88% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PLNTX
Category
- YTD
- -1.17%
- 11.62%
- 1-Month
- -3.79%
- 1.08%
- 3-Month
- -1.17%
- 6.42%
- 1-Year
- 5.14%
- 36.05%
- 3-Year
- 5.72%
- 13.52%
- 5-Year
- 13.37%
- 13.44%
- 10-Year
- 8.12%
- 9.97%
- Last Bull Market
- 13.89%
- 20.43%
- Last Bear Market
- -14.94%
- -18.27%
Annual Total Return (%) History
Year
PLNTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.17% | -- | -- | -- |
| 2024 | 7.94% | 1.54% | 6.12% | -1.27% |
| 2023 | 6.44% | 5.50% | -4.02% | 10.86% |
| 2022 | -6.23% | -14.94% | -5.39% | 8.28% |
| 2021 | 5.34% | 5.87% | -0.88% | 7.11% |
| 2020 | -18.82% | 17.26% | 7.53% | 13.20% |
| 2019 | 11.56% | 3.57% | 0.66% | 7.29% |
| 2018 | -0.74% | 1.24% | 3.93% | -12.91% |
| 2017 | 5.41% | 3.57% | 4.96% | 4.65% |
| 2016 | 1.34% | 1.83% | 4.30% | 1.32% |
| 2015 | 4.02% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 90 |
| 1-Month | 96 |
| 3-Month | 90 |
| 1-Year | 72 |
| 3-Year | 48 |
| 5-Year | 53 |
Load Adjusted Returns
| 1-Year | 5.14% |
| 3-Year | 5.72% |
| 5-Year | 13.37% |
| 10-Year | 8.12% |
Performance & Risk
| YTD Return | -2.53% |
| 5y Average Return | 11.54% |
| Rank in Category (ytd) | 90 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.24 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2045 |
| Fund Family | Principal Funds |
| Net Assets | 511.05M |
| YTD Return | -1.17% |
| Yield | 2.11% |
| 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 2045. 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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