Nasdaq - Delayed Quote USD

Principal LifeTime 2020 R4 (PTBSX)

12.94
+0.03
+(0.23%)
At close: November 22 at 8:00:58 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 8.40%
5y Average Return 5.21%
Number of Years Up 16
Number of Years Down 6
Best 1Y Total Return (Nov 21, 2024) 26.94%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 26.94%
Worst 3Y Total Return 1.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTBSX
Category
YTD
7.14%
5.78%
1-Month
-1.92%
0.81%
3-Month
1.03%
4.21%
1-Year
18.11%
18.91%
3-Year
0.89%
9.48%
5-Year
5.13%
8.82%
10-Year
5.12%
7.36%
Last Bull Market
14.04%
14.92%
Last Bear Market
-9.63%
-12.14%

Annual Total Return (%) History

Year
PTBSX
Category
2024
--
--
2023
11.82%
--
2022
-14.74%
--
2021
8.73%
--
2020
12.28%
10.79%
2019
18.00%
16.14%
2018
-6.09%
-4.49%
2017
14.51%
12.46%

2016
5.41%
6.23%
2015
-1.50%
-1.57%
2014
5.22%
4.72%
2013
15.52%
11.57%
2012
14.25%
11.68%
2011
-1.50%
-0.22%
2010
14.45%
12.27%
2009
26.94%
24.25%
2008
-34.01%
-29.46%
2007
4.88%
6.02%
2006
13.82%
11.95%
2005
7.27%
5.80%
2004
11.82%
9.61%
2003
21.10%
21.84%
2002
-7.34%
-13.42%
2001
--
-9.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.44% 0.41% 5.17% --
2023 4.21% 2.24% -2.94% 8.14%
2022 -5.73% -9.63% -4.67% 4.98%
2021 1.67% 4.38% -0.59% 3.06%
2020 -11.69% 12.31% 4.55% 8.28%
2019 8.46% 3.49% 0.93% 4.16%
2018 -0.92% 0.57% 2.56% -8.10%
2017 4.08% 2.96% 3.52% 3.23%
2016 0.63% 1.87% 3.06% -0.23%
2015 2.21% -0.56% -5.19% 2.21%

2014 1.56% 3.35% -1.55% 1.83%
2013 5.42% -0.83% 4.80% 5.44%
2012 9.64% -2.36% 4.92% 1.71%
2011 4.40% 0.66% -12.63% 7.28%
2010 4.65% -7.49% 10.50% 6.99%
2009 -8.75% 15.90% 15.08% 4.31%
2008 -7.37% -0.80% -11.95% -18.44%
2007 1.77% 3.40% 2.38% -2.64%
2006 4.62% -1.32% 4.32% 5.67%
2005 -1.44% 3.17% 3.65% 1.77%
2004 3.86% -1.50% 1.17% 8.04%
2003 -1.32% 10.23% 2.93% 8.16%
2002 0.80% -3.79% -7.68% 3.48%
2001 3.72% -5.38% 5.79% --

Rank in Category (By Total Return)

YTD 83
1-Month 35
3-Month 64
1-Year 68
3-Year 79
5-Year 68

Load Adjusted Returns

1-Year 18.11%
3-Year 0.89%
5-Year 5.13%
10-Year 5.12%

Performance & Risk

YTD Return 8.40%
5y Average Return 5.21%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family Principal Funds
Net Assets 2.35B
YTD Return 7.14%
Yield 2.30%
Morningstar Rating
Inception Date Mar 01, 2001

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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