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Principal Fds, Inc. Principal Lifetime 2030 Fd Cl R-3: (MF: PTCMX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$14.20 USD
+0.07 (0.50%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.36 | 49 |
| 3 months | -2.05 | 45 |
| 6 months | 0.40 | 58 |
| 1 Year | 7.73 | 70 |
| 3 Year | 5.70 | 58 |
| 5 Year | 7.58 | 55 |
| 10 Year | 5.70 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 87.92 |
| Bear Market (10/07 - 2/09) | -49.11 |
| Bull Market (2/09 - 3/21) | 345.08 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.12 |
| 5 Year | 9.37 |
| 10 Year | 5.80 |
| Since Inception | 5.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.29 | NA | NA | NA |
| 2024 | 4.47 | 0.21 | 5.83 | -2.11 |
| 2023 | 4.85 | 3.29 | -3.64 | 9.68 |
| 2022 | -6.71 | -11.79 | -5.43 | 6.29 |
| 2021 | 3.01 | 5.36 | -0.94 | 4.28 |
| 2020 | -15.83 | 15.44 | 5.76 | 11.01 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.36 | 8.46 | 14.46 | -17.29 | 12.12 | 14.08 | 21.66 | -7.92 | 17.81 | 5.24 | -1.57 |
| % Total Return Rel to Index | 5.28 | -16.56 | -11.78 | 0.91 | -16.55 | -4.31 | -9.82 | -3.52 | -3.98 | -6.68 | -2.95 |
| % Total Return Rel to Peer | 0.18 | -1.45 | 1.30 | -4.32 | 0.61 | 3.40 | 4.46 | -1.42 | 4.35 | -1.02 | 0.78 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.29 | 0.25 | 0.16 | 0.31 | 0.19 | 0.22 | 0.23 | 0.30 | 0.15 | 0.13 |
| % Yield | 0.00 | 1.99 | 2.04 | 1.23 | 1.80 | 1.15 | 1.44 | 1.70 | 1.96 | 1.14 | 0.93 |
| Capital Gains ($) | 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 | 0.57 | 0.57 | 0.57 | 0.57 | 0.57 | 0.57 | 0.57 | 0.57 | 0.59 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%