Nasdaq - Delayed Quote USD

Principal LifeTime 2020 A (PTBAX)

12.29 +0.06 (+0.49%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.32%
5y Average Return 4.71%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 27.00%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 27.00%
Worst 3Y Total Return 1.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTBAX
Category
YTD
3.46%
5.78%
1-Month
1.95%
0.81%
3-Month
3.46%
4.21%
1-Year
11.07%
18.91%
3-Year
1.81%
9.48%
5-Year
5.57%
8.82%
10-Year
5.10%
7.36%
Last Bull Market
18.44%
14.92%
Last Bear Market
-9.61%
-12.14%

Annual Total Return (%) History

Year
PTBAX
Category
2024
--
--
2023
11.80%
--
2022
-14.71%
--
2021
8.80%
--
2020
12.31%
10.79%
2019
18.00%
16.14%
2018
-6.11%
-4.49%
2017
14.61%
12.46%

2016
5.41%
6.23%
2015
-1.53%
-1.57%
2014
5.21%
4.72%
2013
15.49%
11.57%
2012
14.31%
11.68%
2011
-1.48%
-0.22%
2010
14.37%
12.27%
2009
27.00%
24.25%
2008
-34.00%
-29.46%
2007
4.83%
6.02%
2006
13.70%
11.95%
2005
--
5.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.46% -- -- --
2023 4.14% 2.28% -2.89% 8.09%
2022 -5.70% -9.61% -4.75% 5.06%
2021 1.71% 4.38% -0.65% 3.15%
2020 -11.66% 12.29% 4.63% 8.21%
2019 8.50% 3.44% 0.99% 4.10%
2018 -0.98% 0.63% 2.59% -8.16%
2017 4.18% 2.92% 3.54% 3.24%
2016 0.70% 1.85% 3.10% -0.31%
2015 2.18% -0.48% -5.19% 2.14%

2014 1.61% 3.31% -1.53% 1.79%
2013 5.35% -0.82% 4.82% 5.44%
2012 9.71% -2.41% 4.95% 1.74%
2011 4.43% 0.73% -12.72% 7.30%
2010 4.59% -7.50% 10.58% 6.90%
2009 -8.78% 15.99% 15.02% 4.35%
2008 -7.37% -0.79% -11.91% -18.46%
2007 1.75% 3.37% 2.43% -2.69%
2006 4.50% -1.38% 4.36% 5.72%
2005 3.47% 1.55% -- --

Rank in Category (By Total Return)

YTD 38
1-Month 52
3-Month 38
1-Year 43
3-Year 58
5-Year 42

Load Adjusted Returns

1-Year 6.91%
3-Year 0.52%
5-Year 4.76%
10-Year 4.70%

Performance & Risk

YTD Return 1.32%
5y Average Return 4.71%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family Principal Funds
Net Assets 2.49B
YTD Return 3.46%
Yield 2.35%
Morningstar Rating
Inception Date Jun 28, 2005

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 2020. 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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