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Principal LifeTime 2050 A (PPEAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.31-0.02 (-0.12%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.92%
5-Year Average Return8.77%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Jun 30, 2024)29.34%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return29.34%
Worst 3-Yr Total Return3.11%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPPEAXCategory
YTD7.29%11.99%
1-Month3.67%1.08%
3-Month2.99%6.55%
1-Year21.78%37.09%
3-Year3.13%13.69%
5-Year10.05%13.58%
10-Year7.72%10.11%
Last Bull Market23.56%19.71%
Last Bear Market-14.84%-18.27%

Annual Total Return (%) History

Year
PPEAXCategory
2024
N/AN/A
2023
19.94%N/A
2022
-19.12%N/A
2021
16.75%N/A
2020
16.10%15.25%
2019
26.23%24.54%
2018
-9.07%-8.41%
2017
21.66%20.67%
2016
5.20%8.22%
2015
-1.08%-2.01%
2014
5.83%5.42%
2013
23.37%21.02%
2012
17.00%15.07%
2011
-4.36%-3.82%
2010
15.65%14.53%
2009
29.34%32.02%
2008
-39.28%-38.67%
2007
6.70%5.91%
2006
15.58%15.51%
2005
N/A8.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.61%N/AN/AN/A
20235.96%5.76%-4.04%11.53%
2022-7.36%-14.84%-6.15%9.24%
20215.02%6.48%-1.14%5.60%
2020-20.88%19.45%7.36%14.42%
201912.60%3.89%0.58%7.29%
2018-0.38%1.21%4.09%-13.36%
20175.90%4.11%5.08%5.02%
2016-0.67%1.12%4.07%0.64%
20152.71%0.00%-7.44%4.06%
20141.45%3.80%-1.77%2.30%
20137.08%0.15%6.83%7.69%
201212.54%-4.24%6.08%2.36%
20115.28%0.25%-16.76%8.87%
20104.83%-10.84%13.02%9.48%
2009-10.37%17.71%16.87%4.90%
2008-9.19%-0.48%-13.72%-22.13%
20071.77%5.16%2.76%-2.98%
20065.74%-1.81%4.00%7.04%
20055.34%1.81%N/AN/A

Rank In Category (By Total Return)

YTD72
1-Month89
3-Month86
1-Year39
3-Year81
5-Year68

Load Adjusted Returns

1-Year15.08%
3-Year1.20%
5-Year8.81%
10-Year7.11%