Back to top
Principal Fds, Inc. Principal Lifetime 2030 Fd Cl A: (MF: PTCAX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$14.35 USD
+0.06 (0.42%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.50 | 45 |
| 3 months | -2.03 | 45 |
| 6 months | 0.51 | 54 |
| 1 Year | 8.01 | 63 |
| 3 Year | 5.94 | 54 |
| 5 Year | 7.82 | 52 |
| 10 Year | 5.91 | 44 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.01 |
| Bull Market (2/09 - 3/21) | 359.51 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 0.65 |
| 5 Year | 8.80 |
| 10 Year | 5.63 |
| Since Inception | 5.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.43 | NA | NA | NA |
| 2024 | 4.50 | 0.28 | 5.84 | -2.05 |
| 2023 | 4.89 | 3.42 | -3.68 | 9.78 |
| 2022 | -6.72 | -11.69 | -5.38 | 6.32 |
| 2021 | 3.06 | 5.44 | -0.88 | 4.35 |
| 2020 | -15.79 | 15.41 | 5.86 | 11.06 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.50 | 8.65 | 14.70 | -17.14 | 12.40 | 14.26 | 21.95 | -7.77 | 18.01 | 5.42 | -1.35 |
| % Total Return Rel to Index | 5.42 | -16.36 | -11.54 | 1.06 | -16.28 | -4.14 | -9.54 | -3.38 | -3.78 | -6.51 | -2.74 |
| % Total Return Rel to Peer | 0.33 | -1.26 | 1.54 | -4.17 | 0.89 | 3.57 | 4.75 | -1.27 | 4.55 | -0.84 | 1.00 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.32 | 0.27 | 0.19 | 0.35 | 0.22 | 0.25 | 0.26 | 0.34 | 0.18 | 0.16 |
| % Yield | 0.00 | 2.14 | 2.20 | 1.45 | 1.98 | 1.31 | 1.63 | 1.93 | 2.15 | 1.33 | 1.12 |
| Capital Gains ($) | 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 | 0.33 | 0.38 | 0.37 | 0.36 | 0.38 | 0.38 | 0.38 | 0.38 | 0.39 | 0.41 |
* 1 = Top 20%, 5 = Bottom 20%