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Principal LifeTime Strategic Inc R1 (PLAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.06+0.07 (+0.64%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.18%
5-year average return2.36%
Number of years up15
Number of years down4
Best 1-yr total return (29 Apr 2024)17.43%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return17.43%
Worst 3-yr total return-0.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLAIXCategory
YTD2.74%3.58%
1-month1.72%0.73%
3-month2.74%3.29%
1-year8.88%12.52%
3-year0.35%7.60%
5-year3.13%6.39%
10-year2.86%5.12%
Last bull market9.24%8.81%
Last bear market-8.58%-5.68%

Annual total return (%) history

Year
PLAIXCategory
2024
N/AN/A
2023
9.94%N/A
2022
-13.92%N/A
2021
3.62%N/A
2020
9.12%9.03%
2019
11.84%12.85%
2018
-4.02%-3.16%
2017
7.83%8.81%
2016
3.89%5.10%
2015
-1.72%-1.50%
2014
3.66%4.36%
2013
4.53%7.36%
2012
8.46%9.01%
2011
2.69%1.60%
2010
10.26%8.94%
2009
17.43%18.36%
2008
-22.99%-18.06%
2007
0.86%4.46%
2006
8.19%7.34%
2005
3.13%3.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.74%N/AN/AN/A
20233.74%1.52%-2.71%7.30%
2022-5.36%-8.58%-4.41%4.09%
2021-0.32%2.85%-0.31%1.38%
2020-6.02%8.19%2.71%4.49%
20195.37%2.89%1.07%2.07%
2018-1.21%0.00%1.39%-4.18%
20172.26%1.72%2.01%1.63%
20161.63%1.68%1.74%-1.18%
20151.67%-0.98%-2.56%0.20%
20141.54%2.61%-1.23%0.73%
20132.29%-2.07%2.11%2.19%
20123.94%0.27%3.15%0.88%
20112.46%1.11%-4.11%3.37%
20103.26%-1.28%5.99%2.05%
2009-4.63%9.48%9.66%2.57%
2008-4.12%-1.49%-7.93%-11.45%
20071.21%0.00%1.12%-1.44%
20062.28%-0.58%3.41%2.88%
2005-1.61%2.41%1.43%0.91%

Rank in category (by total return)

YTD35
1-month44
3-month35
1-year51
3-year85
5-year77

Load adjusted returns

1-year8.88%
3-year0.35%
5-year3.13%
10-year2.86%