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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2020 R6 (PLTTX)

11.80
+0.03
+(0.25%)
At close: 8:01:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.09%
5y Average Return 6.59%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2025) 17.21%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 17.21%
Worst 3Y Total Return 1.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLTTX
Category
YTD
0.60%
5.78%
1-Month
-1.91%
0.81%
3-Month
0.60%
4.21%
1-Year
5.05%
18.91%
3-Year
3.39%
9.48%
5-Year
7.71%
8.82%
10-Year
5.44%
7.36%
Last Bull Market
9.53%
14.92%
Last Bear Market
-9.79%
-12.14%

Annual Total Return (%) History

Year
PLTTX
Category
2025
--
--
2024
8.44%
--
2023
12.21%
--
2022
-14.32%
--
2021
10.00%
--
2020
12.66%
10.79%
2019
17.21%
16.14%
2018
-5.40%
-4.49%

2017
13.54%
12.46%
2016
7.02%
6.23%
2015
--
-1.57%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.60% -- -- --
2024 3.84% 0.95% 5.19% -1.65%
2023 4.55% 2.41% -2.98% 8.03%
2022 -5.11% -9.79% -4.52% 4.83%
2021 2.25% 4.00% -0.45% 3.91%
2020 -10.35% 11.16% 4.76% 7.91%
2019 7.84% 3.09% 0.97% 4.41%
2018 -0.90% 0.72% 2.61% -7.64%
2017 3.77% 2.68% 3.45% 3.00%
2016 1.77% 1.94% 3.11% 0.04%

2015 2.38% -- -- --

Rank in Category (By Total Return)

YTD 98
1-Month 100
3-Month 98
1-Year 79
3-Year 46
5-Year 37

Load Adjusted Returns

1-Year 5.05%
3-Year 3.39%
5-Year 7.71%
10-Year 5.44%

Performance & Risk

YTD Return 0.09%
5y Average Return 6.59%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family Principal Funds
Net Assets 537.84M
YTD Return 0.60%
Yield 3.00%
Morningstar Rating
Inception Date Sep 30, 2014

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 2020. 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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