Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2060 Instl (PLTHX)
16.51
+0.06
+(0.36%)
As of 8:06:59 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.01% |
| 5y Average Return | 12.53% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 24, 2025) | 26.45% |
| Worst 1Y Total Return (Apr 24, 2025) | -- |
| Best 3Y Total Return | 26.45% |
| Worst 3Y Total Return | 4.31% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PLTHX
Category
- YTD
- -1.53%
- 6.10%
- 1-Month
- -4.13%
- 0.90%
- 3-Month
- -1.53%
- 6.10%
- 1-Year
- 5.05%
- 14.41%
- 3-Year
- 6.06%
- 4.94%
- 5-Year
- 14.52%
- 9.53%
- 10-Year
- 8.60%
- 0.00%
- Last Bull Market
- 14.47%
- 5.12%
- Last Bear Market
- -15.37%
- 0.00%
Annual Total Return (%) History
Year
PLTHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.53% | -- | -- | -- |
| 2024 | 8.54% | 1.65% | 6.24% | -1.21% |
| 2023 | 6.59% | 5.89% | -4.12% | 11.17% |
| 2022 | -6.32% | -15.37% | -5.54% | 8.78% |
| 2021 | 6.09% | 6.18% | -1.02% | 7.69% |
| 2020 | -20.90% | 18.71% | 7.96% | 14.53% |
| 2019 | 12.47% | 3.56% | 0.56% | 7.97% |
| 2018 | -0.73% | 1.47% | 4.18% | -14.17% |
| 2017 | 5.76% | 3.81% | 5.24% | 5.00% |
| 2016 | 1.34% | 1.83% | 4.59% | 1.61% |
| 2015 | 3.24% | -0.10% | -7.25% | 4.34% |
| 2014 | 3.57% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 85 |
| 1-Month | 94 |
| 3-Month | 85 |
| 1-Year | 71 |
| 3-Year | 42 |
| 5-Year | 19 |
Load Adjusted Returns
| 1-Year | 5.05% |
| 3-Year | 6.06% |
| 5-Year | 14.52% |
| 10-Year | 8.60% |
Performance & Risk
| YTD Return | -3.01% |
| 5y Average Return | 12.53% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2060+ |
| Fund Family | Principal Funds |
| Net Assets | 154.72M |
| YTD Return | -1.53% |
| Yield | 1.91% |
| Morningstar Rating | |
| Inception Date | Aug 24, 2015 |
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”), with a majority of the fund’s assets invested in index funds.
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