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Principal LifeTime 2045 R4 (LTRLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.14+0.03 (+0.21%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.61%
5-Year Average Return8.68%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Jun 26, 2024)28.57%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return28.57%
Worst 3-Yr Total Return2.99%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLTRLXCategory
YTD6.70%11.62%
1-Month3.55%1.08%
3-Month2.86%6.42%
1-Year20.45%36.05%
3-Year2.76%13.52%
5-Year9.60%13.44%
10-Year7.44%9.97%
Last Bull Market22.41%20.43%
Last Bear Market-14.47%-18.27%

Annual Total Return (%) History

Year
LTRLXCategory
2024
N/AN/A
2023
19.08%N/A
2022
-18.86%N/A
2021
16.15%N/A
2020
15.90%15.10%
2019
25.35%24.35%
2018
-8.67%-8.14%
2017
20.95%20.51%
2016
5.20%7.93%
2015
-1.19%-1.87%
2014
5.91%5.35%
2013
22.59%22.00%
2012
16.68%15.31%
2011
-3.92%-4.10%
2010
15.34%14.60%
2009
28.57%30.88%
2008
N/A-38.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.00%N/AN/AN/A
20235.84%5.35%-3.98%11.23%
2022-7.23%-14.47%-5.99%8.78%
20214.76%6.37%-1.15%5.45%
2020-20.02%18.82%7.13%13.84%
201912.13%3.80%0.64%7.02%
2018-0.39%1.11%4.00%-12.80%
20175.68%3.99%5.00%4.83%
2016-0.56%1.21%3.86%0.64%
20152.61%-0.08%-7.21%3.87%
20141.47%3.83%-1.72%2.29%
20136.96%0.09%6.59%7.43%
201212.17%-3.96%5.91%2.26%
20115.14%0.41%-16.23%8.64%
20104.68%-10.54%12.80%9.19%
2009-10.32%17.09%16.76%4.86%
2008-1.00%-13.29%-21.48%N/A

Rank In Category (By Total Return)

YTD73
1-Month86
3-Month87
1-Year53
3-Year86
5-Year80

Load Adjusted Returns

1-Year20.45%
3-Year2.76%
5-Year9.60%
10-Year7.44%