Nasdaq - Delayed Quote USD
Principal LifeTime 2060 J (PLTAX)
18.02
+0.06
+(0.33%)
As of 8:06:58 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.01% |
| 5y Average Return | 10.62% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Jun 3, 2025) | 27.02% |
| Worst 1Y Total Return (Jun 3, 2025) | -- |
| Best 3Y Total Return | 27.02% |
| Worst 3Y Total Return | 3.10% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PLTAX
Category
- YTD
- -0.87%
- 6.10%
- 1-Month
- -0.06%
- 0.90%
- 3-Month
- -4.49%
- 6.10%
- 1-Year
- 8.21%
- 14.41%
- 3-Year
- 8.37%
- 4.94%
- 5-Year
- 11.32%
- 9.53%
- 10-Year
- 7.66%
- 0.00%
- Last Bull Market
- 13.58%
- 5.12%
- Last Bear Market
- -14.91%
- 0.00%
Annual Total Return (%) History
Year
PLTAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.82% | -- | -- | -- |
| 2024 | 7.62% | 0.41% | 6.36% | -1.73% |
| 2023 | 5.97% | 5.77% | -4.03% | 11.52% |
| 2022 | -7.29% | -14.91% | -6.07% | 9.18% |
| 2021 | 5.36% | 6.77% | -1.25% | 5.90% |
| 2020 | -21.92% | 20.09% | 7.60% | 15.13% |
| 2019 | 12.93% | 3.94% | 0.49% | 7.69% |
| 2018 | -0.35% | 1.28% | 4.14% | -13.86% |
| 2017 | 6.08% | 4.14% | 5.28% | 5.14% |
| 2016 | -0.78% | 1.13% | 4.12% | 0.79% |
| 2015 | 2.73% | 0.08% | -7.65% | 4.21% |
| 2014 | 1.37% | 3.96% | -1.86% | 2.24% |
| 2013 | 0.98% | 7.27% | 7.84% | -- |
Rank in Category (By Total Return)
| YTD | 70 |
| 1-Month | 85 |
| 3-Month | 88 |
| 1-Year | 92 |
| 3-Year | 80 |
| 5-Year | 79 |
Load Adjusted Returns
| 1-Year | 7.21% |
| 3-Year | 8.37% |
| 5-Year | 11.32% |
| 10-Year | 7.66% |
Performance & Risk
| YTD Return | 5.01% |
| 5y Average Return | 10.62% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2060+ |
| Fund Family | Principal Funds |
| Net Assets | 1.05B |
| YTD Return | -0.87% |
| Yield | 1.26% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2013 |
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”). 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.
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