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Principal LifeTime 2045 Institutional (LTRIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.48+0.03 (+0.21%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.76%
5-Year Average Return8.96%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Jun 20, 2024)29.01%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return29.01%
Worst 3-Yr Total Return3.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLTRIXCategory
YTD6.86%11.62%
1-Month3.54%1.08%
3-Month2.87%6.42%
1-Year20.82%36.05%
3-Year3.14%13.52%
5-Year9.99%13.44%
10-Year7.84%9.97%
Last Bull Market22.65%20.43%
Last Bear Market-14.33%-18.27%

Annual Total Return (%) History

Year
LTRIXCategory
2024
N/AN/A
2023
19.44%N/A
2022
-18.52%N/A
2021
16.60%N/A
2020
16.34%15.10%
2019
25.79%24.35%
2018
-8.31%-8.14%
2017
21.39%20.51%
2016
5.58%7.93%
2015
-0.82%-1.87%
2014
6.35%5.35%
2013
23.04%22.00%
2012
17.07%15.31%
2011
-3.66%-4.10%
2010
15.89%14.60%
2009
29.01%30.88%
2008
N/A-38.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.16%N/AN/AN/A
20235.89%5.40%-3.83%11.27%
2022-7.17%-14.33%-5.95%8.94%
20214.82%6.52%-1.06%5.55%
2020-19.94%18.90%7.25%13.95%
201912.23%3.90%0.78%7.04%
2018-0.31%1.25%4.01%-12.66%
20175.78%4.10%5.09%4.90%
2016-0.46%1.28%3.99%0.70%
20152.75%0.00%-7.19%4.01%
20141.62%3.87%-1.62%2.42%
20137.09%0.19%6.70%7.49%
201212.29%-3.92%6.06%2.30%
20115.20%0.50%-16.15%8.67%
20104.88%-10.56%12.94%9.38%
2009-10.26%17.31%16.76%4.95%
2008-0.60%-13.13%-21.43%N/A

Rank In Category (By Total Return)

YTD67
1-Month86
3-Month85
1-Year43
3-Year72
5-Year61

Load Adjusted Returns

1-Year20.82%
3-Year3.14%
5-Year9.99%
10-Year7.84%