Principal LifeTime 2050 Institutional (PPLIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return9.16%
5-Year Average Return9.19%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (Jul 2, 2024)29.77%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return29.77%
Worst 3-Yr Total Return3.50%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnPPLIXCategory
YTD8.22%11.99%
1-Month0.70%1.08%
3-Month0.52%6.55%
1-Year16.03%37.09%
3-Year3.42%13.69%
5-Year9.32%13.58%
10-Year7.97%10.11%
Last Bull Market23.71%19.71%
Last Bear Market-14.81%-18.27%
Annual Total Return (%) History
YearPPLIXCategory
2024N/AN/A
202320.40%N/A
2022-18.79%N/A
202117.11%N/A
202016.56%15.25%
201926.65%24.54%
2018-8.69%-8.41%
201722.13%20.67%
20165.58%8.22%
2015-0.74%-2.01%
20146.29%5.42%
201323.81%21.02%
201217.42%15.07%
2011-4.02%-3.82%
201016.02%14.53%
200929.77%32.02%
2008-39.04%-38.67%
20077.13%5.91%
200616.14%15.51%
20059.34%8.76%
200413.29%12.60%
200326.44%25.73%
2002-15.72%-16.09%
2001N/AN/A
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20247.65%0.52%N/AN/A
20236.00%5.93%-3.99%11.68%
2022-7.24%-14.81%-6.04%9.37%
20215.05%6.63%-1.09%5.70%
2020-20.82%19.64%7.39%14.58%
201912.68%3.98%0.65%7.40%
2018-0.26%1.28%4.17%-13.23%
20176.00%4.20%5.23%5.07%
2016-0.60%1.20%4.16%0.76%
20152.80%0.14%-7.40%4.13%
20141.59%3.89%-1.64%2.39%
20137.21%0.23%6.94%7.75%
201212.62%-4.10%6.10%2.47%
20115.31%0.42%-16.75%9.02%
20104.96%-10.80%13.08%9.58%
2009-10.31%17.82%16.95%5.01%
2008-9.17%-0.32%-13.70%-21.98%
20071.86%5.26%2.91%-2.90%
20065.94%-1.66%4.01%7.18%
2005-1.06%2.24%5.69%2.28%
20043.24%0.19%-0.38%9.94%
2003-3.56%13.63%3.59%11.39%
20021.44%-7.59%-14.68%5.38%
20016.24%-10.55%9.89%N/A
Rank In Category (By Total Return)
YTD77
1-Month96
3-Month93
1-Year70
3-Year65
5-Year58
Load Adjusted Returns
1-Year16.03%
3-Year3.42%
5-Year9.32%
10-Year7.97%
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