NasdaqGM - Delayed Quote USD

Principal LifeTime 2040 R5 (PTDPX)

16.37
-0.03
(-0.18%)
At close: 8:02:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.13%
5y Average Return 11.10%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (May 16, 2025) 24.60%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 24.60%
Worst 3Y Total Return 2.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTDPX
Category
YTD
-0.32%
10.80%
1-Month
0.00%
1.06%
3-Month
-3.45%
6.14%
1-Year
8.18%
33.59%
3-Year
7.50%
12.99%
5-Year
9.76%
12.87%
10-Year
7.02%
9.72%
Last Bull Market
12.39%
19.05%
Last Bear Market
-13.72%
-17.54%

Annual Total Return (%) History

Year
PTDPX
Category
2025
--
--
2024
11.25%
--
2023
18.04%
--
2022
-18.32%
--
2021
15.10%
--
2020
15.71%
14.56%
2019
24.60%
23.19%
2018
-8.12%
-7.74%

2017
20.40%
19.52%
2016
5.18%
7.95%
2015
-1.05%
-1.99%
2014
5.89%
5.25%
2013
21.99%
19.97%
2012
16.32%
14.64%
2011
-3.57%
-3.49%
2010
15.52%
14.37%
2009
29.13%
30.90%
2008
-38.26%
-37.94%
2007
6.71%
6.21%
2006
15.33%
14.67%
2005
8.47%
7.41%
2004
12.77%
11.71%
2003
24.14%
26.65%
2002
-12.82%
-16.99%
2001
--
-13.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.32% -- -- --
2024 6.35% 0.37% 6.20% -1.86%
2023 5.62% 4.82% -3.86% 10.89%
2022 -7.05% -13.72% -5.77% 8.09%
2021 4.29% 6.12% -1.02% 5.08%
2020 -18.84% 17.99% 6.81% 13.13%
2019 11.68% 3.80% 0.79% 6.64%
2018 -0.45% 1.16% 3.81% -12.11%
2017 5.53% 3.93% 4.84% 4.71%
2016 -0.37% 1.17% 3.85% 0.47%

2015 2.65% -0.13% -6.90% 3.67%
2014 1.48% 3.72% -1.66% 2.31%
2013 6.86% -0.07% 6.57% 7.19%
2012 11.79% -3.78% 5.86% 2.16%
2011 5.11% 0.32% -15.83% 8.65%
2010 4.85% -10.18% 12.56% 8.96%
2009 -9.95% 17.46% 16.38% 4.91%
2008 -8.83% -0.47% -13.49% -21.35%
2007 1.88% 4.97% 2.77% -2.91%
2006 5.50% -1.61% 4.13% 6.70%
2005 -1.28% 2.59% 4.97% 2.03%
2004 3.29% -0.27% 0.09% 9.38%
2003 -3.00% 12.49% 3.17% 10.27%
2002 1.20% -6.31% -12.09% 4.59%
2001 5.35% -7.27% 8.98% --

Rank in Category (By Total Return)

YTD 79
1-Month 78
3-Month 88
1-Year 91
3-Year 72
5-Year 80

Load Adjusted Returns

1-Year 8.18%
3-Year 7.50%
5-Year 9.76%
10-Year 7.02%

Performance & Risk

YTD Return 4.13%
5y Average Return 11.10%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Principal Funds
Net Assets 4.49B
YTD Return -0.32%
Yield 1.72%
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 2040. 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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