NasdaqGM - Delayed Quote USD
Principal LifeTime 2030 J (PLTJX)
13.49
+0.01
+(0.07%)
At close: 8:04:24 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.25% |
| 5y Average Return | 7.88% |
| Number of Years Up | 17 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 14, 2025) | 22.18% |
| Worst 1Y Total Return (Apr 14, 2025) | -- |
| Best 3Y Total Return | 22.18% |
| Worst 3Y Total Return | 1.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PLTJX
Category
- YTD
- 0.44%
- 7.97%
- 1-Month
- -2.46%
- 0.98%
- 3-Month
- 0.44%
- 5.18%
- 1-Year
- 4.57%
- 25.53%
- 3-Year
- 3.81%
- 11.28%
- 5-Year
- 9.82%
- 10.98%
- 10-Year
- 6.22%
- 8.54%
- Last Bull Market
- 10.82%
- 17.21%
- Last Bear Market
- -11.65%
- -15.52%
Annual Total Return (%) History
Year
PLTJX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.44% | -- | -- | -- |
| 2024 | 4.62% | 0.28% | 5.97% | -2.02% |
| 2023 | 4.93% | 3.45% | -3.64% | 9.88% |
| 2022 | -6.71% | -11.65% | -5.35% | 6.40% |
| 2021 | 3.08% | 5.48% | -0.83% | 4.44% |
| 2020 | -15.71% | 15.44% | 5.97% | 11.07% |
| 2019 | 10.41% | 3.82% | 0.83% | 5.71% |
| 2018 | -0.75% | 0.89% | 3.19% | -10.52% |
| 2017 | 5.02% | 3.62% | 4.40% | 4.05% |
| 2016 | 0.23% | 1.54% | 3.57% | 0.20% |
| 2015 | 2.59% | -0.34% | -6.16% | 2.98% |
| 2014 | 1.53% | 3.55% | -1.58% | 2.07% |
| 2013 | 6.00% | -0.38% | 5.76% | 6.42% |
| 2012 | 10.77% | -3.19% | 5.40% | 1.92% |
| 2011 | 4.84% | 0.50% | -14.37% | 8.05% |
| 2010 | 4.70% | -8.89% | 11.60% | 7.98% |
| 2009 | -9.48% | 16.87% | 15.95% | 4.60% |
| 2008 | -8.33% | -0.56% | -12.98% | -20.14% |
| 2007 | 1.77% | 4.27% | 2.50% | -2.81% |
| 2006 | 5.16% | -1.56% | 4.20% | 6.25% |
| 2005 | -1.46% | 2.79% | 4.32% | 1.89% |
| 2004 | 3.37% | -0.91% | 0.55% | 8.66% |
| 2003 | -2.28% | 11.29% | 2.82% | 9.22% |
| 2002 | 0.61% | -5.13% | -10.18% | 3.86% |
| 2001 | -7.36% | 6.67% | -- | -- |
Rank in Category (By Total Return)
| YTD | 69 |
| 1-Month | 90 |
| 3-Month | 69 |
| 1-Year | 89 |
| 3-Year | 61 |
| 5-Year | 47 |
Load Adjusted Returns
| 1-Year | 3.59% |
| 3-Year | 3.81% |
| 5-Year | 9.82% |
| 10-Year | 6.22% |
Performance & Risk
| YTD Return | -2.25% |
| 5y Average Return | 7.88% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2030 |
| Fund Family | Principal Funds |
| Net Assets | 5.13B |
| YTD Return | 0.44% |
| Yield | 2.41% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2001 |
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 2030. 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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