Principal LifeTime 2050 R3 (PTERX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return6.64%
5-Year Average Return8.95%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (May 6, 2024)28.92%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return28.92%
Worst 3-Yr Total Return2.90%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnPTERXCategory
YTD3.38%11.99%
1-Month-3.92%1.08%
3-Month3.32%6.55%
1-Year15.19%37.09%
3-Year2.07%13.69%
5-Year7.89%13.58%
10-Year7.33%10.11%
Last Bull Market23.44%19.71%
Last Bear Market-14.92%-18.27%
Annual Total Return (%) History
YearPTERXCategory
2024N/AN/A
202319.69%N/A
2022-19.30%N/A
202116.56%N/A
202015.82%15.25%
201926.04%24.54%
2018-9.21%-8.41%
201721.40%20.67%
20165.01%8.22%
2015-1.28%-2.01%
20145.64%5.42%
201323.08%21.02%
201216.78%15.07%
2011-4.58%-3.82%
201015.49%14.53%
200928.92%32.02%
2008-39.32%-38.67%
20076.41%5.91%
200615.53%15.51%
20058.75%8.76%
200412.60%12.60%
200325.80%25.73%
2002-16.26%-16.09%
2001N/AN/A
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20247.60%N/AN/AN/A
20235.88%5.76%-4.13%11.50%
2022-7.40%-14.92%-6.15%9.15%
20214.94%6.50%-1.21%5.57%
2020-20.92%19.39%7.30%14.34%
201912.51%3.89%0.53%7.27%
2018-0.39%1.17%4.03%-13.40%
20175.83%4.10%5.02%4.92%
2016-0.75%1.06%4.05%0.62%
20152.68%0.00%-7.54%3.99%
20141.39%3.78%-1.79%2.22%
20137.00%0.15%6.76%7.59%
201212.39%-4.21%5.98%2.35%
20115.16%0.25%-16.88%8.88%
20104.88%-10.86%12.84%9.48%
2009-10.47%17.60%16.81%4.81%
2008-9.20%-0.49%-13.77%-22.12%
20071.64%5.13%2.72%-3.06%
20065.78%-1.82%3.87%7.09%
2005-1.15%2.07%5.55%2.13%
20043.04%0.19%-0.66%9.81%
2003-3.68%13.49%3.48%11.22%
20021.23%-7.68%-14.79%5.16%
20016.03%-10.57%9.85%N/A
Rank In Category (By Total Return)
YTD55
1-Month90
3-Month52
1-Year49
3-Year86
5-Year73
Load Adjusted Returns
1-Year15.19%
3-Year2.07%
5-Year7.89%
10-Year7.33%
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