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Principal LifeTime 2045 Fund R-2 Class (LTRSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.46+0.27 (+1.90%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return8.45%
5-year average return6.16%
Number of years up9
Number of years down3
Best 1-yr total return (3 Feb 2019)28.20%
Worst 1-yr total return (3 Feb 2019)-9.03%
Best 3-yr total return28.20%
Worst 3-yr total return2.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLTRSXCategory
YTD4.25%11.62%
1-month3.58%1.08%
3-month7.69%6.42%
1-year29.56%36.05%
3-year11.17%13.52%
5-year8.67%13.44%
10-year0.00%9.97%
Last bull market21.03%20.43%
Last bear market-18.75%-18.27%

Annual total return (%) history

Year
LTRSXCategory
2020
15.52%15.10%
2019
24.89%24.35%
2018
-9.03%-8.14%
2017
20.49%20.51%
2016
4.75%7.93%
2015
-1.45%-1.87%
2014
5.49%5.35%
2013
22.13%22.00%
2012
16.22%15.31%
2011
-4.26%-4.10%
2010
14.86%14.60%
2009
28.20%30.88%
2008
N/A-38.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-20.08%18.72%7.00%13.79%
201912.11%3.69%0.57%6.83%
2018-0.48%1.04%3.82%-12.86%
20175.56%3.95%4.81%4.76%
2016-0.75%1.13%3.82%0.52%
20152.55%-0.17%-7.30%3.84%
20141.39%3.70%-1.82%2.19%
20136.81%0.00%6.57%7.30%
201212.03%-4.09%5.86%2.17%
20115.06%0.31%-16.26%8.48%
20104.58%-10.60%12.63%9.08%
2009-10.35%16.98%16.69%4.76%
2008-1.10%-13.30%-21.60%N/A

Rank in category (by total return)

YTD60
1-month13
3-month63
1-year60
3-year58
5-year83

Load adjusted returns

1-year27.14%
3-year10.12%
5-year12.62%
10-year8.61%