NasdaqGM - Delayed Quote USD

Principal LifeTime 2050 R3 (PTERX)

17.05
-0.06
(-0.35%)
At close: 8:02:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.95%
5y Average Return 11.16%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (May 22, 2025) 26.04%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 26.04%
Worst 3Y Total Return 2.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTERX
Category
YTD
-1.02%
11.99%
1-Month
-0.12%
1.08%
3-Month
-4.58%
6.55%
1-Year
7.90%
37.09%
3-Year
8.14%
13.69%
5-Year
10.66%
13.58%
10-Year
7.27%
10.11%
Last Bull Market
13.34%
19.71%
Last Bear Market
-14.92%
-18.27%

Annual Total Return (%) History

Year
PTERX
Category
2025
--
--
2024
12.71%
--
2023
19.69%
--
2022
-19.30%
--
2021
16.56%
--
2020
15.82%
15.25%
2019
26.04%
24.54%
2018
-9.21%
-8.41%

2017
21.40%
20.67%
2016
5.01%
8.22%
2015
-1.28%
-2.01%
2014
5.64%
5.42%
2013
23.08%
21.02%
2012
16.78%
15.07%
2011
-4.58%
-3.82%
2010
15.49%
14.53%
2009
28.92%
32.02%
2008
-39.32%
-38.67%
2007
6.41%
5.91%
2006
15.53%
15.51%
2005
8.75%
8.76%
2004
12.60%
12.60%
2003
25.80%
25.73%
2002
-16.26%
-16.09%
2001
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.90% -- -- --
2024 7.60% 0.36% 6.27% -1.78%
2023 5.88% 5.76% -4.13% 11.50%
2022 -7.40% -14.92% -6.15% 9.15%
2021 4.94% 6.50% -1.21% 5.57%
2020 -20.92% 19.39% 7.30% 14.34%
2019 12.51% 3.89% 0.53% 7.27%
2018 -0.39% 1.17% 4.03% -13.40%
2017 5.83% 4.10% 5.02% 4.92%
2016 -0.75% 1.06% 4.05% 0.62%

2015 2.68% 0.00% -7.54% 3.99%
2014 1.39% 3.78% -1.79% 2.22%
2013 7.00% 0.15% 6.76% 7.59%
2012 12.39% -4.21% 5.98% 2.35%
2011 5.16% 0.25% -16.88% 8.88%
2010 4.88% -10.86% 12.84% 9.48%
2009 -10.47% 17.60% 16.81% 4.81%
2008 -9.20% -0.49% -13.77% -22.12%
2007 1.64% 5.13% 2.72% -3.06%
2006 5.78% -1.82% 3.87% 7.09%
2005 -1.15% 2.07% 5.55% 2.13%
2004 3.04% 0.19% -0.66% 9.81%
2003 -3.68% 13.49% 3.48% 11.22%
2002 1.23% -7.68% -14.79% 5.16%
2001 6.03% -10.57% 9.85% --

Rank in Category (By Total Return)

YTD 83
1-Month 89
3-Month 92
1-Year 96
3-Year 82
5-Year 91

Load Adjusted Returns

1-Year 7.90%
3-Year 8.14%
5-Year 10.66%
10-Year 7.27%

Performance & Risk

YTD Return 2.95%
5y Average Return 11.16%
Rank in Category (ytd) 83
% 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 -1.02%
Yield 1.06%
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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