Nasdaq - Delayed Quote USD

Principal LifeTime 2050 Institutional (PPLIX)

17.28 +0.04 (+0.23%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.16%
5y Average Return 9.56%
Number of Years Up 16
Number of Years Down 6
Best 1Y Total Return (Jun 26, 2024) 29.77%
Worst 1Y Total Return (Jun 26, 2024) --
Best 3Y Total Return 29.77%
Worst 3Y Total Return 3.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PPLIX
Category
YTD
7.47%
11.99%
1-Month
3.76%
1.08%
3-Month
3.13%
6.55%
1-Year
22.23%
37.09%
3-Year
3.52%
13.69%
5-Year
10.47%
13.58%
10-Year
8.12%
10.11%
Last Bull Market
23.71%
19.71%
Last Bear Market
-14.81%
-18.27%

Annual Total Return (%) History

Year
PPLIX
Category
2024
--
--
2023
20.40%
--
2022
-18.79%
--
2021
17.11%
--
2020
16.56%
15.25%
2019
26.65%
24.54%
2018
-8.69%
-8.41%
2017
22.13%
20.67%

2016
5.58%
8.22%
2015
-0.74%
-2.01%
2014
6.29%
5.42%
2013
23.81%
21.02%
2012
17.42%
15.07%
2011
-4.02%
-3.82%
2010
16.02%
14.53%
2009
29.77%
32.02%
2008
-39.04%
-38.67%
2007
7.13%
5.91%
2006
16.14%
15.51%
2005
9.34%
8.76%
2004
13.29%
12.60%
2003
26.44%
25.73%
2002
-15.72%
-16.09%
2001
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.65% -- -- --
2023 6.00% 5.93% -3.99% 11.68%
2022 -7.24% -14.81% -6.04% 9.37%
2021 5.05% 6.63% -1.09% 5.70%
2020 -20.82% 19.64% 7.39% 14.58%
2019 12.68% 3.98% 0.65% 7.40%
2018 -0.26% 1.28% 4.17% -13.23%
2017 6.00% 4.20% 5.23% 5.07%
2016 -0.60% 1.20% 4.16% 0.76%
2015 2.80% 0.14% -7.40% 4.13%

2014 1.59% 3.89% -1.64% 2.39%
2013 7.21% 0.23% 6.94% 7.75%
2012 12.62% -4.10% 6.10% 2.47%
2011 5.31% 0.42% -16.75% 9.02%
2010 4.96% -10.80% 13.08% 9.58%
2009 -10.31% 17.82% 16.95% 5.01%
2008 -9.17% -0.32% -13.70% -21.98%
2007 1.86% 5.26% 2.91% -2.90%
2006 5.94% -1.66% 4.01% 7.18%
2005 -1.06% 2.24% 5.69% 2.28%
2004 3.24% 0.19% -0.38% 9.94%
2003 -3.56% 13.63% 3.59% 11.39%
2002 1.44% -7.59% -14.68% 5.38%
2001 6.24% -10.55% 9.89% --

Rank in Category (By Total Return)

YTD 64
1-Month 86
3-Month 83
1-Year 26
3-Year 60
5-Year 45

Load Adjusted Returns

1-Year 22.23%
3-Year 3.52%
5-Year 10.47%
10-Year 8.12%

Performance & Risk

YTD Return 8.16%
5y Average Return 9.56%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.32
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family Principal Funds
Net Assets 3.21B
YTD Return 7.47%
Yield 1.53%
Morningstar Rating
Inception Date Jun 15, 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 2050. It is a fund of funds and invests in underlying funds of 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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