Nasdaq - Delayed Quote USD
Principal LifeTime 2065 R5 (PLJEX)
14.60
-0.23
(-1.55%)
As of 8:06:58 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.81% |
| 5y Average Return | 12.24% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 20, 2025) | 27.08% |
| Worst 1Y Total Return (May 20, 2025) | -- |
| Best 3Y Total Return | 27.08% |
| Worst 3Y Total Return | 3.18% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PLJEX
Category
- YTD
- -0.85%
- 0.00%
- 1-Month
- 0.00%
- 0.00%
- 3-Month
- -4.49%
- 0.00%
- 1-Year
- 8.23%
- 0.00%
- 3-Year
- 8.45%
- 0.00%
- 5-Year
- 11.50%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 13.54%
- 0.00%
- Last Bear Market
- -14.89%
- 0.00%
Annual Total Return (%) History
Year
PLJEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.85% | -- | -- | -- |
| 2024 | 7.62% | 0.43% | 6.34% | -1.74% |
| 2023 | 5.99% | 5.82% | -4.06% | 11.60% |
| 2022 | -7.28% | -14.89% | -6.03% | 9.23% |
| 2021 | 5.49% | 6.82% | -1.24% | 5.96% |
| 2020 | -22.03% | 20.34% | 7.70% | 15.34% |
| 2019 | 12.94% | 3.92% | 0.46% | 7.78% |
| 2018 | -0.38% | 1.33% | 4.22% | -13.87% |
| 2017 | 5.16% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 68 |
| 1-Month | 78 |
| 3-Month | 84 |
| 1-Year | 90 |
| 3-Year | 79 |
| 5-Year | 71 |
Load Adjusted Returns
| 1-Year | 8.23% |
| 3-Year | 8.45% |
| 5-Year | 11.50% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 4.81% |
| 5y Average Return | 12.24% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2065+ |
| Fund Family | Principal Funds |
| Net Assets | 233.65M |
| YTD Return | -0.85% |
| Yield | 1.38% |
| Morningstar Rating | |
| Inception Date | Sep 06, 2017 |
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 2065. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and 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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