Nasdaq - Delayed Quote USD

Principal LifeTime 2035 Institutional (LTIUX)

12.52 +0.07 (+0.56%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.13%
5y Average Return 7.12%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 28.17%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 28.17%
Worst 3Y Total Return 2.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LTIUX
Category
YTD
5.41%
9.49%
1-Month
2.64%
1.04%
3-Month
5.41%
5.73%
1-Year
16.73%
29.95%
3-Year
3.70%
12.29%
5-Year
8.27%
12.13%
10-Year
7.19%
9.24%
Last Bull Market
28.53%
19.43%
Last Bear Market
-12.62%
-17.22%

Annual Total Return (%) History

Year
LTIUX
Category
2024
--
--
2023
16.53%
--
2022
-17.47%
--
2021
14.11%
--
2020
15.70%
14.04%
2019
23.47%
22.04%
2018
-7.34%
-7.04%
2017
19.70%
18.43%

2016
5.33%
7.57%
2015
-0.79%
-1.76%
2014
6.15%
5.24%
2013
20.97%
20.00%
2012
16.36%
14.64%
2011
-2.87%
-3.51%
2010
15.59%
14.28%
2009
28.17%
30.06%
2008
--
-37.04%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.41% -- -- --
2023 5.23% 4.18% -3.68% 10.35%
2022 -6.83% -12.62% -5.54% 7.32%
2021 3.75% 5.92% -0.89% 4.77%
2020 -17.37% 17.13% 6.46% 12.29%
2019 11.08% 3.84% 0.90% 6.09%
2018 -0.41% 1.06% 3.64% -11.18%
2017 5.36% 3.86% 4.73% 4.45%
2016 -0.19% 1.40% 3.69% 0.37%
2015 2.63% 0.00% -6.50% 3.38%

2014 1.57% 3.77% -1.57% 2.32%
2013 6.58% -0.09% 6.27% 6.90%
2012 11.50% -3.40% 5.70% 2.22%
2011 4.97% 0.60% -15.22% 8.48%
2010 4.85% -9.70% 12.36% 8.65%
2009 -9.66% 16.61% 16.22% 4.68%
2008 -1.01% -12.39% -20.45% --

Rank in Category (By Total Return)

YTD 51
1-Month 45
3-Month 51
1-Year 42
3-Year 64
5-Year 40

Load Adjusted Returns

1-Year 16.73%
3-Year 3.70%
5-Year 8.27%
10-Year 7.19%

Performance & Risk

YTD Return 2.13%
5y Average Return 7.12%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family Principal Funds
Net Assets 1.92B
YTD Return 5.41%
Yield 2.04%
Morningstar Rating
Inception Date Feb 29, 2008

Fund Summary

The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2035. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

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