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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2035 R6 (PLRTX)

13.92
+0.05
+(0.36%)
As of 8:06:59 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.49%
5y Average Return 9.67%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 24, 2025) 22.79%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 22.79%
Worst 3Y Total Return 2.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLRTX
Category
YTD
-0.28%
9.49%
1-Month
-2.90%
1.04%
3-Month
-0.28%
5.73%
1-Year
5.20%
29.95%
3-Year
4.59%
12.29%
5-Year
11.28%
12.13%
10-Year
7.19%
9.24%
Last Bull Market
12.25%
19.43%
Last Bear Market
-13.01%
-17.22%

Annual Total Return (%) History

Year
PLRTX
Category
2025
--
--
2024
11.82%
--
2023
16.47%
--
2022
-17.30%
--
2021
15.69%
--
2020
15.05%
14.04%
2019
22.79%
22.04%
2018
-7.88%
-7.04%

2017
18.02%
18.43%
2016
8.41%
7.57%
2015
--
-1.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.28% -- -- --
2024 6.00% 1.23% 5.95% -1.64%
2023 5.71% 4.18% -3.85% 10.00%
2022 -6.14% -13.01% -5.17% 6.81%
2021 4.29% 5.37% -0.79% 6.12%
2020 -16.24% 15.36% 6.66% 11.64%
2019 10.56% 3.53% 0.83% 6.39%
2018 -0.76% 1.10% 3.53% -11.31%
2017 4.86% 3.43% 4.48% 4.16%
2016 1.45% 1.93% 3.90% 0.91%

2015 3.49% -- -- --

Rank in Category (By Total Return)

YTD 89
1-Month 93
3-Month 89
1-Year 69
3-Year 53
5-Year 46

Load Adjusted Returns

1-Year 5.20%
3-Year 4.59%
5-Year 11.28%
10-Year 7.19%

Performance & Risk

YTD Return -1.49%
5y Average Return 9.67%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family Principal Funds
Net Assets 753M
YTD Return -0.28%
Yield 2.51%
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 2035. 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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