Back to top
Principal Fds, Inc. Principal Lifetime 2030 Fd Cl J: (MF: PLTJX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$14.23 USD
+0.07 (0.49%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.50 | 45 |
| 3 months | -1.98 | 44 |
| 6 months | 0.62 | 50 |
| 1 Year | 8.19 | 59 |
| 3 Year | 6.14 | 51 |
| 5 Year | 8.01 | 50 |
| 10 Year | 6.12 | 40 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.08 |
| Bull Market (2/09 - 3/21) | 367.70 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 3.52 |
| 5 Year | 9.81 |
| 10 Year | 6.21 |
| Since Inception | 6.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.43 | NA | NA | NA |
| 2024 | 4.62 | 0.28 | 5.96 | -2.02 |
| 2023 | 4.93 | 3.44 | -3.63 | 9.83 |
| 2022 | -6.70 | -11.65 | -5.35 | 6.41 |
| 2021 | 3.08 | 5.48 | -0.82 | 4.42 |
| 2020 | -15.70 | 15.43 | 5.97 | 11.11 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.50 | 8.92 | 14.89 | -16.98 | 12.60 | 14.57 | 22.16 | -7.55 | 18.20 | 5.64 | -1.26 |
| % Total Return Rel to Index | 5.42 | -16.09 | -11.35 | 1.22 | -16.07 | -3.83 | -9.32 | -3.15 | -3.58 | -6.28 | -2.65 |
| % Total Return Rel to Peer | 0.33 | -0.99 | 1.73 | -4.01 | 1.09 | 3.88 | 4.96 | -1.05 | 4.74 | -0.62 | 1.09 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.34 | 0.30 | 0.22 | 0.38 | 0.25 | 0.28 | 0.29 | 0.37 | 0.21 | 0.17 |
| % Yield | 0.00 | 2.28 | 2.35 | 1.62 | 2.11 | 1.46 | 1.79 | 2.12 | 2.31 | 1.48 | 1.19 |
| Capital Gains ($) | 0.00 | 0.48 | 0.24 | 0.98 | 1.02 | 0.72 | 0.63 | 0.71 | 0.47 | 0.29 | 1.00 |
| Expense Ratio | 0.00 | 0.16 | 0.17 | 0.18 | 0.18 | 0.17 | 0.18 | 0.17 | 0.18 | 0.22 | 0.32 |
* 1 = Top 20%, 5 = Bottom 20%