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Nasdaq - Delayed Quote USD

Principal LifeTime 2050 R4 (PTESX)

18.36
+0.08
+(0.44%)
At close: November 22 at 8:00:59 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 15.62%
5y Average Return 9.50%
Number of Years Up 16
Number of Years Down 6
Best 1Y Total Return (Nov 21, 2024) 29.20%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 29.20%
Worst 3Y Total Return 3.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTESX
Category
YTD
12.40%
11.99%
1-Month
-2.15%
1.08%
3-Month
1.66%
6.55%
1-Year
29.07%
37.09%
3-Year
3.23%
13.69%
5-Year
9.24%
13.58%
10-Year
7.98%
10.11%
Last Bull Market
23.55%
19.71%
Last Bear Market
-14.86%
-18.27%

Annual Total Return (%) History

Year
PTESX
Category
2024
--
--
2023
19.93%
--
2022
-19.10%
--
2021
16.72%
--
2020
16.08%
15.25%
2019
26.18%
24.54%
2018
-9.00%
-8.41%
2017
21.62%
20.67%

2016
5.24%
8.22%
2015
-1.10%
-2.01%
2014
5.82%
5.42%
2013
23.39%
21.02%
2012
16.98%
15.07%
2011
-4.39%
-3.82%
2010
15.67%
14.53%
2009
29.20%
32.02%
2008
-39.26%
-38.67%
2007
6.67%
5.91%
2006
15.72%
15.51%
2005
8.94%
8.76%
2004
12.82%
12.60%
2003
26.03%
25.73%
2002
-16.01%
-16.09%
2001
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.59% 0.41% 6.32% --
2023 5.90% 5.78% -4.03% 11.56%
2022 -7.34% -14.86% -6.16% 9.28%
2021 4.96% 6.51% -1.15% 5.62%
2020 -20.93% 19.53% 7.31% 14.45%
2019 12.51% 3.86% 0.59% 7.35%
2018 -0.32% 1.16% 4.07% -13.28%
2017 5.88% 4.08% 5.14% 4.97%
2016 -0.68% 1.13% 4.03% 0.71%
2015 2.74% 0.00% -7.45% 4.01%

2014 1.46% 3.77% -1.72% 2.27%
2013 7.15% 0.15% 6.81% 7.65%
2012 12.46% -4.20% 6.05% 2.38%
2011 5.24% 0.25% -16.75% 8.86%
2010 4.87% -10.84% 13.03% 9.44%
2009 -10.32% 17.55% 16.89% 4.85%
2008 -9.26% -0.40% -13.74% -22.08%
2007 1.71% 5.19% 2.78% -3.00%
2006 5.77% -1.74% 3.95% 7.11%
2005 -1.15% 2.15% 5.53% 2.23%
2004 3.04% 0.10% -0.47% 9.91%
2003 -3.68% 13.49% 3.59% 11.30%
2002 1.33% -7.58% -14.77% 5.23%
2001 6.13% -10.56% 9.82% --

Rank in Category (By Total Return)

YTD 86
1-Month 38
3-Month 61
1-Year 73
3-Year 83
5-Year 78

Load Adjusted Returns

1-Year 29.07%
3-Year 3.23%
5-Year 9.24%
10-Year 7.98%

Performance & Risk

YTD Return 15.62%
5y Average Return 9.50%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.29
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family Principal Funds
Net Assets 3.47B
YTD Return 12.40%
Yield 1.18%
Morningstar Rating
Inception Date Jun 28, 2005

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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