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Principal Fds, Inc. Principal Lifetime 2020 Fd Cl R-5: (MF: PTBPX)
(NASDAQ Mutual Funds) As of Oct 28, 2025 06:11 PM ET
$13.21 USD
-0.01 (-0.08%)
Zacks MF Rank
NA
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.48 | 74 |
| 3 months | 3.57 | 80 |
| 6 months | 8.56 | 73 |
| 1 Year | 7.43 | 76 |
| 3 Year | 11.35 | 71 |
| 5 Year | 5.76 | 74 |
| 10 Year | 6.55 | 62 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 79.53 |
| Bear Market (10/07 - 2/09) | -45.88 |
| Bull Market (2/09 - 3/21) | 322.77 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 7.43 |
| 5 Year | 5.76 |
| 10 Year | 6.56 |
| Since Inception | 5.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.83 | 4.82 | 3.57 | NA |
| 2024 | 3.52 | 0.40 | 5.16 | -1.87 |
| 2023 | 4.20 | 2.31 | -2.93 | 8.18 |
| 2022 | -5.64 | -9.60 | -4.66 | 5.00 |
| 2021 | 1.66 | 4.36 | -0.58 | 3.15 |
| 2020 | -11.66 | 12.37 | 4.61 | 8.34 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.48 | 7.25 | 11.96 | -14.61 | 8.81 | 12.50 | 18.01 | -5.91 | 14.62 | 5.55 | -1.34 |
| % Total Return Rel to Index | -5.35 | -17.76 | -14.28 | 3.58 | -19.87 | -5.89 | -13.47 | -1.52 | -7.17 | -6.38 | -2.73 |
| % Total Return Rel to Peer | -2.38 | -2.65 | -1.19 | -1.65 | -2.69 | 1.82 | 0.81 | 0.58 | 1.16 | -0.71 | 1.01 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.34 | 0.31 | 0.26 | 0.33 | 0.24 | 0.27 | 0.31 | 0.35 | 0.22 | 0.18 |
| % Yield | 0.00 | 2.67 | 2.67 | 2.14 | 2.14 | 1.58 | 1.87 | 2.32 | 2.35 | 1.60 | 1.34 |
| Capital Gains ($) | 0.00 | 0.53 | 0.27 | 0.80 | 0.98 | 0.57 | 0.86 | 0.57 | 0.42 | 0.23 | 0.90 |
| Expense Ratio | 0.26 | 0.26 | 0.26 | 0.26 | 0.26 | 0.26 | 0.26 | 0.26 | 0.26 | 0.28 | 0.29 |
* 1 = Top 20%, 5 = Bottom 20%