Nasdaq - Delayed Quote USD

Principal LifeTime 2050 R5 (PTEFX)

17.02
+0.01
+(0.06%)
As of 8:07:00 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.01%
5y Average Return 11.25%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (May 8, 2025) 26.34%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 26.34%
Worst 3Y Total Return 3.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTEFX
Category
YTD
-0.89%
11.99%
1-Month
-0.06%
1.08%
3-Month
-4.46%
6.55%
1-Year
8.25%
37.09%
3-Year
8.49%
13.69%
5-Year
11.00%
13.58%
10-Year
7.61%
10.11%
Last Bull Market
13.53%
19.71%
Last Bear Market
-14.88%
-18.27%

Annual Total Return (%) History

Year
PTEFX
Category
2025
--
--
2024
13.01%
--
2023
20.15%
--
2022
-19.06%
--
2021
16.90%
--
2020
16.24%
15.25%
2019
26.34%
24.54%
2018
-8.89%
-8.41%

2017
21.73%
20.67%
2016
5.33%
8.22%
2015
-1.01%
-2.01%
2014
6.01%
5.42%
2013
23.53%
21.02%
2012
17.07%
15.07%
2011
-4.19%
-3.82%
2010
15.67%
14.53%
2009
29.57%
32.02%
2008
-39.24%
-38.67%
2007
6.80%
5.91%
2006
15.83%
15.51%
2005
9.15%
8.76%
2004
12.94%
12.60%
2003
26.06%
25.73%
2002
-15.91%
-16.09%
2001
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.83% -- -- --
2024 7.63% 0.41% 6.42% -1.73%
2023 6.03% 5.76% -4.02% 11.63%
2022 -7.32% -14.88% -6.08% 9.23%
2021 5.01% 6.55% -1.09% 5.64%
2020 -20.83% 19.46% 7.43% 14.40%
2019 12.57% 3.92% 0.65% 7.30%
2018 -0.26% 1.22% 4.06% -13.28%
2017 5.94% 4.14% 5.12% 4.97%
2016 -0.67% 1.13% 4.10% 0.73%

2015 2.73% 0.00% -7.44% 4.10%
2014 1.46% 3.90% -1.78% 2.39%
2013 7.14% 0.23% 6.80% 7.71%
2012 12.54% -4.19% 6.03% 2.40%
2011 5.32% 0.34% -16.79% 8.95%
2010 4.86% -10.82% 13.00% 9.46%
2009 -10.32% 17.70% 16.99% 4.93%
2008 -9.18% -0.40% -13.80% -22.08%
2007 1.78% 5.19% 2.78% -2.95%
2006 5.85% -1.82% 4.02% 7.14%
2005 -1.06% 2.15% 5.61% 2.26%
2004 3.14% 0.19% -0.47% 9.82%
2003 -3.68% 13.49% 3.59% 11.33%
2002 1.33% -7.58% -14.66% 5.22%
2001 6.13% -10.46% 9.83% --

Rank in Category (By Total Return)

YTD 76
1-Month 88
3-Month 91
1-Year 91
3-Year 69
5-Year 82

Load Adjusted Returns

1-Year 8.25%
3-Year 8.49%
5-Year 11.00%
10-Year 7.61%

Performance & Risk

YTD Return 1.01%
5y Average Return 11.25%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family Principal Funds
Net Assets 3.13B
YTD Return -0.89%
Yield 1.34%
Morningstar Rating
Inception Date Jun 15, 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 2050. 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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