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Nasdaq - Delayed Quote USD

Principal LifeTime 2060 R5 (PLTOX)

17.36
+0.28
+(1.64%)
At close: May 2 at 8:01:59 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.41%
5y Average Return 12.09%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (May 1, 2025) 27.14%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 27.14%
Worst 3Y Total Return 3.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLTOX
Category
YTD
-0.82%
6.10%
1-Month
-4.01%
0.90%
3-Month
-0.82%
6.10%
1-Year
4.16%
14.41%
3-Year
5.54%
4.94%
5-Year
13.84%
9.53%
10-Year
7.90%
0.00%
Last Bull Market
13.57%
5.12%
Last Bear Market
-14.85%
0.00%

Annual Total Return (%) History

Year
PLTOX
Category
2025
--
--
2024
13.02%
--
2023
20.06%
--
2022
-19.03%
--
2021
17.88%
--
2020
16.28%
15.52%
2019
27.14%
25.15%
2018
-9.34%
-8.52%

2017
22.41%
21.27%
2016
5.31%
7.81%
2015
-1.00%
-1.17%
2014
5.91%
5.53%
2013
--
24.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.82% -- -- --
2024 7.62% 0.47% 6.41% -1.77%
2023 5.97% 5.84% -4.02% 11.54%
2022 -7.29% -14.85% -6.13% 9.27%
2021 5.43% 6.82% -1.25% 5.99%
2020 -21.86% 20.09% 7.67% 15.10%
2019 13.03% 3.94% 0.49% 7.69%
2018 -0.21% 1.21% 4.21% -13.86%
2017 6.17% 4.22% 5.27% 5.08%
2016 -0.78% 1.13% 4.21% 0.71%

2015 2.73% 0.08% -7.65% 4.27%
2014 1.45% 3.96% -1.78% 2.24%
2013 0.98% 7.27% 7.87% --

Rank in Category (By Total Return)

YTD 57
1-Month 89
3-Month 57
1-Year 90
3-Year 75
5-Year 57

Load Adjusted Returns

1-Year 4.16%
3-Year 5.54%
5-Year 13.84%
10-Year 7.90%

Performance & Risk

YTD Return -0.41%
5y Average Return 12.09%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.29
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family Principal Funds
Net Assets 1.05B
YTD Return -0.82%
Yield 1.38%
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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