Nasdaq - Delayed Quote USD

Principal LifeTime Strategic Inc A (PALTX)

11.12 +0.05 (+0.45%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.82%
5y Average Return 3.01%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 18.16%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 18.16%
Worst 3Y Total Return -0.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PALTX
Category
YTD
2.81%
3.58%
1-Month
1.80%
0.73%
3-Month
2.81%
3.29%
1-Year
9.41%
12.52%
3-Year
0.87%
7.60%
5-Year
3.65%
6.39%
10-Year
3.39%
5.12%
Last Bull Market
9.70%
8.81%
Last Bear Market
-8.45%
-5.68%

Annual Total Return (%) History

Year
PALTX
Category
2024
--
--
2023
10.49%
--
2022
-13.44%
--
2021
4.13%
--
2020
9.70%
9.03%
2019
12.42%
12.85%
2018
-3.46%
-3.16%
2017
8.27%
8.81%

2016
4.48%
5.10%
2015
-1.23%
-1.50%
2014
4.16%
4.36%
2013
5.06%
7.36%
2012
9.03%
9.01%
2011
3.25%
1.60%
2010
10.73%
8.94%
2009
18.16%
18.36%
2008
-22.59%
-18.06%
2007
1.34%
4.46%
2006
8.64%
7.34%
2005
--
3.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.81% -- -- --
2023 3.82% 1.60% -2.60% 7.54%
2022 -5.26% -8.45% -4.29% 4.27%
2021 -0.24% 2.99% -0.15% 1.50%
2020 -5.91% 8.31% 2.86% 4.65%
2019 5.52% 2.95% 1.23% 2.22%
2018 -1.04% 0.16% 1.46% -4.00%
2017 2.41% 1.79% 2.16% 1.67%
2016 1.71% 1.84% 1.89% -1.00%
2015 1.82% -0.89% -2.46% 0.34%

2014 1.61% 2.75% -1.14% 0.91%
2013 2.36% -1.96% 2.26% 2.37%
2012 4.10% 0.36% 3.30% 1.02%
2011 2.63% 1.28% -4.06% 3.54%
2010 3.33% -1.08% 6.03% 2.17%
2009 -4.38% 9.53% 9.69% 2.86%
2008 -4.01% -1.31% -7.85% -11.34%
2007 1.36% 0.08% 1.26% -1.34%
2006 2.27% -0.41% 3.55% 3.02%
2005 1.25% 0.87% -- --

Rank in Category (By Total Return)

YTD 32
1-Month 30
3-Month 32
1-Year 36
3-Year 64
5-Year 69

Load Adjusted Returns

1-Year 5.31%
3-Year -0.41%
5-Year 2.86%
10-Year 3.00%

Performance & Risk

YTD Return 0.82%
5y Average Return 3.01%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Target-Date Retirement
Fund Family Principal Funds
Net Assets 809.76M
YTD Return 2.81%
Yield 2.21%
Morningstar Rating
Inception Date Jun 28, 2005

Fund Summary

The fund 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. Its asset allocation is designed for investors who are approximately 10 years beyond the normal retirement age of 65.

Related Tickers

INPSX ProFunds Internet UltraSector Svc
27.48
+3.93%
 
INPIX ProFunds Internet UltraSector Inv
42.88
+3.93%
 
FGDMX Fidelity Advisor Communication ServicesA
94.07
+3.64%
 
FGHMX Fidelity Advisor Communication ServicesC
90.69
+3.63%
 
FGEMX Fidelity Advisor Communication ServicesM
93.03
+3.63%
 
FGJMX Fidelity Advisor Communication ServicesI
95.40
+3.63%
 
FBMPX Fidelity Select Communication Services
95.41
+3.63%
 
FGKMX Fidelity Advisor Communication ServicesZ
96.01
+3.63%
 
FSELX Fidelity Select Semiconductors
30.16
+3.46%
 
FELAX Fidelity Advisor Semiconductors A
75.81
+3.44%
 
FELTX Fidelity Advisor Semiconductors M
70.77
+3.43%
 
FELIX Fidelity Advisor Semiconductors I
82.00
+3.43%
 
FELCX Fidelity Advisor Semiconductors C
60.63
+3.43%
 
FIKGX Fidelity Advisor Semiconductors Z
82.17
+3.42%
 
UOPSX ProFunds UltraNASDAQ-100 Svc
60.24
+3.26%
 
UOPIX ProFunds UltraNASDAQ-100 Inv
87.34
+3.25%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
440.29
+3.24%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
440.15
+3.23%
 
RYCCX Rydex NASDAQ-100 2x Strategy Fund
317.89
+3.23%
 
DXQLX Direxion Mthly NASDAQ-100 Bull 1.75X Inv
70.90
+2.88%
 
FBGKX Fidelity Blue Chip Growth K
197.91
+2.87%
 
FBGRX Fidelity Blue Chip Growth
196.78
+2.86%
 
ACFNX American Century Focused Dynamic Gr R6
56.54
+2.80%
 
ACFDX American Century Focused Dynamic Gr A
52.98
+2.79%
 
ACFSX American Century Focused Dynamic Gr I
55.23
+2.79%
 
ACFOX American Century Focused Dynamic Gr Inv
54.27
+2.78%
 
ACFCX American Century Focused Dynamic Gr R
51.70
+2.78%
 
ACFGX American Century Focused Dynamic Gr G
58.01
+2.78%
 
LCGFX William Blair Large Cap Growth I
27.68
+2.59%
 
LCGJX William Blair Large Cap Growth R6
27.68
+2.59%
 
LCGNX William Blair Large Cap Growth N
25.76
+2.59%
 
BIPSX ProFunds Biotechnology UltraSector Fund
34.36
+2.54%
 
BIPIX ProFunds Biotechnology UltraSector Fund
54.58
+2.54%
 
CSGZX Columbia Seligman Global Tech Inst
72.01
+2.53%
 
SHTCX Columbia Seligman Global Tech C
42.09
+2.53%
 
CGTYX Columbia Seligman Global Tech Inst3
72.14
+2.53%
 
SHGTX Columbia Seligman Global Tech A
69.35
+2.53%
 
CCHRX Columbia Seligman Global Tech Adv
73.88
+2.53%
 
SGTTX Columbia Seligman Global Tech Inst2
72.73
+2.52%
 
SGTRX Columbia Seligman Global Tech R
64.66
+2.52%
 
FOCPX Fidelity OTC
20.39
+2.51%
 
SCIOX Columbia Seligman Tech & Info Adv
113.19
+2.50%
 
CCOYX Columbia Seligman Technology and Information Fund
138.18
+2.49%
 
SCMIX Columbia Seligman Tech & Info Inst2
139.84
+2.49%
 
CCIZX Columbia Seligman Tech & Info Inst
138.68
+2.49%
 
SCIRX Columbia Seligman Tech & Info R
107.53
+2.49%
 
SLMCX Columbia Seligman Tech & Info A
118.66
+2.49%
 
RYELX Rydex Electronics A
369.24
+2.48%
 
RYSIX Rydex Electronics Inv
406.02
+2.48%
 
SCICX Columbia Seligman Tech & Info C
52.42
+2.48%
 
RYSAX Rydex Electronics H
357.76
+2.48%
 
RYSCX Rydex Electronics C
312.55
+2.48%
 
FOCKX Fidelity OTC K
20.86
+2.46%
 
FTQGX Fidelity Focused Stock
36.57
+2.35%
 
FIKHX Fidelity Advisor Technology Z
117.72
+2.34%
 
FADTX Fidelity Advisor Technology A
104.25
+2.34%
 
FATEX Fidelity Advisor Technology Fund
94.73
+2.33%
 
FSPTX Fidelity Select Technology
31.16
+2.33%
 
FTHCX Fidelity Advisor Technology C
76.38
+2.33%
 
FATIX Fidelity Advisor Technology Fund
117.70
+2.33%
 
NEEGX Needham Growth Retail
66.91
+2.31%
 
NEEIX Needham Growth Institutional
69.76
+2.30%
 
CTYRX Columbia Global Technology Growth Adv
79.10
+2.22%
 
CTHCX Columbia Global Technology Growth C
63.03
+2.22%
 
CMTFX Columbia Global Technology Growth Inst
77.89
+2.22%
 
CGTUX Columbia Global Technology Growth Inst3
80.20
+2.22%
 
CTCAX Columbia Global Technology Growth A
73.75
+2.22%
 
CTHRX Columbia Global Technology Growth Inst2
79.83
+2.22%
 
ALAFX Alger Focus Equity A
59.45
+2.18%
 
ALGRX Alger Focus Equity I
59.94
+2.18%
 
ALZFX Alger Focus Equity Z
61.88
+2.18%
 
ALCFX Alger Focus Equity C
53.52
+2.18%
 
ALGYX Alger Focus Equity Y
62.10
+2.17%
 
FAGCX Fidelity Advisor Growth Opps I
159.58
+2.17%
 
FAGAX Fidelity Advisor Growth Opps A
143.74
+2.17%
 
EFCAX Emerald Insights A
17.92
+2.17%
 
FAGOX Fidelity Advisor Growth Opps M
141.06
+2.17%
 
FZAHX Fidelity Advisor Growth Opportunities Fund
161.91
+2.16%
 
FACGX Fidelity Advisor Growth Opps C
114.95
+2.16%
 
EFCIX Emerald Insights Institutional
18.62
+2.14%
 
BTEKX BlackRock Technology Opportunities K
62.21
+2.13%
 
EFCNX Emerald Insights Investor
17.76
+2.13%
 
EFCCX Emerald Insights C
16.33
+2.13%
 
BSTSX BlackRock Technology Opportunities Svc
57.65
+2.13%
 
BGSRX BlackRock Technology Opportunities R
56.21
+2.13%
 
BGSAX BlackRock Technology Opportunities Inv A
56.24
+2.12%
 
BGSIX BlackRock Technology Opportunities Instl
62.04
+2.12%
 
BGSCX BlackRock Technology Opportunities Inv C
44.54
+2.11%
 
BIOPX Baron Opportunity Retail
38.66
+2.09%
 
BIOIX Baron Opportunity Instl
41.20
+2.08%
 
NESGX Needham Small Cap Growth Retail
15.76
+2.07%
 
NESIX Needham Small Cap Growth Institutional
16.75
+2.07%
 
BIOUX Baron Opportunity R6
41.24
+2.05%
 
AULNX American Century Ultra G
89.59
+2.04%
 
AULGX American Century Ultra R5
85.92
+2.03%
 
FNCMX Fidelity Nasdaq Composite Index Fund
202.13
+2.03%
 
TWCCX American Century Ultra C
55.43
+2.02%
 
TWUAX American Century Ultra A
74.63
+2.02%
 
AULDX American Century Ultra R6
86.75
+2.02%
 
AULRX American Century Ultra R
70.63
+2.02%