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Principal LifeTime 2055 Fund R-2 Class (LTFSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.78+0.31 (+2.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return8.96%
5-year average return6.39%
Number of years up9
Number of years down3
Best 1-yr total return (3 Feb 2019)28.57%
Worst 1-yr total return (3 Feb 2019)-9.69%
Best 3-yr total return28.57%
Worst 3-yr total return2.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLTFSXCategory
YTD4.64%12.13%
1-month3.88%1.09%
3-month8.32%6.61%
1-year31.22%37.63%
3-year11.44%13.82%
5-year9.02%13.76%
10-year0.00%10.29%
Last bull market21.55%19.35%
Last bear market-19.68%-17.99%

Annual total return (%) history

Year
LTFSXCategory
2020
15.64%15.47%
2019
26.26%24.91%
2018
-9.69%-8.44%
2017
21.70%21.08%
2016
4.86%8.00%
2015
-1.38%-1.71%
2014
5.43%5.49%
2013
23.01%23.14%
2012
16.52%15.52%
2011
-5.12%-4.13%
2010
14.98%14.45%
2009
28.57%32.20%
2008
N/A-38.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-21.57%19.66%7.35%14.78%
201912.78%3.78%0.38%7.47%
2018-0.45%1.21%3.98%-13.79%
20175.99%4.05%5.11%5.00%
2016-0.91%1.01%4.08%0.66%
20152.58%0.00%-7.71%4.17%
20141.29%3.82%-1.88%2.18%
20137.00%0.09%6.72%7.62%
201212.54%-4.40%5.88%2.28%
20115.05%0.31%-17.14%8.67%
20104.70%-10.94%12.81%9.31%
2009-10.40%17.24%16.74%4.85%
2008-1.10%-13.50%-21.89%N/A

Rank in category (by total return)

YTD56
1-month11
3-month50
1-year54
3-year54
5-year69

Load adjusted returns

1-year28.64%
3-year10.34%
5-year13.12%
10-year8.82%