Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2055 Instl (PLTNX)
15.94
+0.05
+(0.31%)
As of 8:06:59 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.99% |
| 5y Average Return | 12.35% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 24, 2025) | 26.16% |
| Worst 1Y Total Return (Apr 24, 2025) | -- |
| Best 3Y Total Return | 26.16% |
| Worst 3Y Total Return | 4.15% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PLTNX
Category
- YTD
- -1.59%
- 12.13%
- 1-Month
- -4.16%
- 1.09%
- 3-Month
- -1.59%
- 6.61%
- 1-Year
- 5.05%
- 37.63%
- 3-Year
- 6.06%
- 13.82%
- 5-Year
- 14.29%
- 13.76%
- 10-Year
- 8.48%
- 10.29%
- Last Bull Market
- 14.52%
- 19.35%
- Last Bear Market
- -15.40%
- -17.99%
Annual Total Return (%) History
Year
PLTNX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.59% | -- | -- | -- |
| 2024 | 8.50% | 1.71% | 6.15% | -1.13% |
| 2023 | 6.58% | 5.87% | -4.12% | 11.25% |
| 2022 | -6.29% | -15.40% | -5.44% | 8.70% |
| 2021 | 5.98% | 6.10% | -0.98% | 7.53% |
| 2020 | -20.52% | 18.35% | 7.79% | 14.19% |
| 2019 | 12.32% | 3.60% | 0.49% | 7.89% |
| 2018 | -0.73% | 1.31% | 4.19% | -13.94% |
| 2017 | 5.76% | 3.63% | 5.25% | 4.93% |
| 2016 | 1.24% | 1.93% | 4.49% | 1.50% |
| 2015 | 3.24% | -0.10% | -7.35% | 4.43% |
| 2014 | 3.57% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 89 |
| 1-Month | 97 |
| 3-Month | 89 |
| 1-Year | 73 |
| 3-Year | 44 |
| 5-Year | 22 |
Load Adjusted Returns
| 1-Year | 5.05% |
| 3-Year | 6.06% |
| 5-Year | 14.29% |
| 10-Year | 8.48% |
Performance & Risk
| YTD Return | -2.99% |
| 5y Average Return | 12.35% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2055 |
| Fund Family | Principal Funds |
| Net Assets | 293.24M |
| YTD Return | -1.59% |
| 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 2055. 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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