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Nasdaq - Delayed Quote USD

Principal LifeTime Strategic Inc R4 (PLSSX)

11.65
+0.02
+(0.17%)
At close: November 22 at 8:00:57 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 7.29%
5y Average Return 3.49%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Nov 21, 2024) 18.13%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 18.13%
Worst 3Y Total Return -0.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLSSX
Category
YTD
6.27%
3.58%
1-Month
-1.87%
0.73%
3-Month
0.96%
3.29%
1-Year
16.36%
12.52%
3-Year
0.64%
7.60%
5-Year
3.34%
6.39%
10-Year
3.46%
5.12%
Last Bull Market
12.52%
8.81%
Last Bear Market
-8.42%
-5.68%

Annual Total Return (%) History

Year
PLSSX
Category
2024
--
--
2023
10.47%
--
2022
-13.38%
--
2021
4.05%
--
2020
9.75%
9.03%
2019
12.42%
12.85%
2018
-3.57%
-3.16%
2017
8.33%
8.81%

2016
4.44%
5.10%
2015
-1.20%
-1.50%
2014
4.10%
4.36%
2013
5.02%
7.36%
2012
9.05%
9.01%
2011
3.21%
1.60%
2010
10.73%
8.94%
2009
18.13%
18.36%
2008
-22.64%
-18.06%
2007
1.44%
4.46%
2006
8.66%
7.34%
2005
3.75%
3.30%
2004
10.66%
6.46%
2003
14.75%
13.04%
2002
-2.06%
-3.93%
2001
--
0.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.77% 0.36% 5.01% --
2023 3.78% 1.63% -2.64% 7.58%
2022 -5.19% -8.42% -4.36% 4.31%
2021 -0.24% 3.04% -0.23% 1.47%
2020 -5.83% 8.26% 2.82% 4.70%
2019 5.61% 2.91% 1.25% 2.16%
2018 -1.14% 0.16% 1.48% -4.04%
2017 2.36% 1.82% 2.11% 1.79%
2016 1.73% 1.87% 1.83% -1.03%
2015 1.85% -0.91% -2.49% 0.40%

2014 1.63% 2.70% -1.07% 0.82%
2013 2.30% -1.90% 2.20% 2.39%
2012 4.06% 0.36% 3.35% 1.04%
2011 2.56% 1.30% -4.11% 3.60%
2010 3.27% -1.09% 6.11% 2.17%
2009 -4.43% 9.52% 9.81% 2.78%
2008 -4.05% -1.41% -7.75% -11.35%
2007 1.46% 0.08% 1.20% -1.27%
2006 2.37% -0.50% 3.58% 2.99%
2005 -1.44% 2.59% 1.51% 1.09%
2004 3.46% -1.23% 2.59% 5.56%
2003 -0.52% 7.05% 2.03% 5.60%
2002 0.30% -1.29% -3.43% 2.44%
2001 2.44% -2.18% 3.04% --

Rank in Category (By Total Return)

YTD 66
1-Month 26
3-Month 61
1-Year 59
3-Year 58
5-Year 71

Load Adjusted Returns

1-Year 16.36%
3-Year 0.64%
5-Year 3.34%
10-Year 3.46%

Performance & Risk

YTD Return 7.29%
5y Average Return 3.49%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.73
Morningstar Risk Rating

Fund Overview

Category Target-Date Retirement
Fund Family Principal Funds
Net Assets 800.17M
YTD Return 6.27%
Yield 2.18%
Morningstar Rating
Inception Date Jun 28, 2005

Fund Summary

The fund is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities. Its asset allocation is designed for investors who are approximately 10 years beyond the normal retirement age of 65.

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