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Principal Fds, Inc. Principal Lifetime 2020 Fd J Cl: (MF: PLFJX)
(NASDAQ Mutual Funds) As of Oct 24, 2025 06:15 PM ET
$13.15 USD
+0.04 (0.31%)
Zacks MF Rank
NA
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.58 | 74 |
| 3 months | 3.57 | 80 |
| 6 months | 8.58 | 73 |
| 1 Year | 7.45 | 76 |
| 3 Year | 11.48 | 70 |
| 5 Year | 5.87 | 73 |
| 10 Year | 6.65 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 76.07 |
| Bear Market (10/07 - 2/09) | -46.07 |
| Bull Market (2/09 - 3/21) | 324.15 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 6.37 |
| 5 Year | 5.86 |
| 10 Year | 6.65 |
| Since Inception | 5.36 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.92 | 4.83 | 3.57 | NA |
| 2024 | 3.52 | 0.48 | 5.25 | -1.95 |
| 2023 | 4.21 | 2.32 | -2.85 | 8.14 |
| 2022 | -5.65 | -9.54 | -4.74 | 5.12 |
| 2021 | 1.66 | 4.44 | -0.58 | 3.19 |
| 2020 | -11.67 | 12.38 | 4.61 | 8.41 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.58 | 7.35 | 12.02 | -14.55 | 8.93 | 12.57 | 18.26 | -5.89 | 14.76 | 5.59 | -1.39 |
| % Total Return Rel to Index | -5.24 | -17.66 | -14.22 | 3.65 | -19.74 | -5.82 | -13.22 | -1.49 | -7.02 | -6.34 | -2.77 |
| % Total Return Rel to Peer | -2.27 | -2.56 | -1.13 | -1.58 | -2.57 | 1.89 | 1.06 | 0.60 | 1.30 | -0.67 | 0.96 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.35 | 0.32 | 0.27 | 0.35 | 0.26 | 0.29 | 0.32 | 0.37 | 0.23 | 0.19 |
| % Yield | 0.00 | 2.70 | 2.70 | 2.20 | 2.20 | 1.67 | 1.94 | 2.38 | 2.41 | 1.68 | 1.33 |
| Capital Gains ($) | 0.00 | 0.53 | 0.27 | 0.80 | 0.98 | 0.57 | 0.86 | 0.57 | 0.42 | 0.23 | 0.90 |
| Expense Ratio | 0.17 | 0.15 | 0.16 | 0.17 | 0.18 | 0.16 | 0.17 | 0.17 | 0.17 | 0.20 | 0.31 |
* 1 = Top 20%, 5 = Bottom 20%