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Principal LifeTime 2045 Fund (LTRDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.99+0.10 (+0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.84%
5-year average return10.27%
Number of years up11
Number of years down4
Best 1-yr total return (1 Oct 2024)28.85%
Worst 1-yr total return (1 Oct 2024)N/A
Best 3-yr total return28.85%
Worst 3-yr total return3.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLTRDXCategory
YTD12.55%11.62%
1-month2.21%1.08%
3-month5.41%6.42%
1-year19.76%36.05%
3-year3.36%13.52%
5-year9.79%13.44%
10-year7.79%9.97%
Last bull market22.50%20.43%
Last bear market-14.45%-18.27%

Annual total return (%) history

Year
LTRDXCategory
2024
N/AN/A
2023
19.19%N/A
2022
-18.78%N/A
2021
16.30%N/A
2020
16.01%15.10%
2019
25.56%24.35%
2018
-8.57%-8.14%
2017
21.10%20.51%
2016
5.24%7.93%
2015
-1.01%-1.87%
2014
6.01%5.35%
2013
22.74%22.00%
2012
16.73%15.31%
2011
-3.78%-4.10%
2010
15.55%14.60%
2009
28.85%30.88%
2008
N/A-38.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.07%0.43%6.29%N/A
20235.83%5.43%-3.98%11.25%
2022-7.22%-14.45%-5.98%8.84%
20214.75%6.43%-1.08%5.46%
2020-19.98%18.78%7.20%13.86%
201912.21%3.87%0.63%7.04%
2018-0.39%1.19%3.99%-12.76%
20175.76%3.98%4.99%4.90%
2016-0.55%1.21%3.94%0.59%
20152.69%-0.08%-7.20%3.96%
20141.47%3.82%-1.64%2.31%
20136.94%0.09%6.67%7.49%
201212.15%-3.95%5.90%2.32%
20115.13%0.51%-16.28%8.77%
20104.79%-10.51%12.77%9.26%
2009-10.17%17.23%16.71%4.83%
2008-0.90%-13.27%-21.53%N/A

Rank in category (by total return)

YTD82
1-month49
3-month74
1-year76
3-year86
5-year82

Load adjusted returns

1-year19.76%
3-year3.36%
5-year9.79%
10-year7.79%