Back to top
Principal Fds, Inc. Principal Lifetime 2030 Fd Cl R-5: (MF: PTCPX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$14.27 USD
+0.07 (0.49%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.50 | 45 |
| 3 months | -1.97 | 44 |
| 6 months | 0.56 | 52 |
| 1 Year | 8.10 | 61 |
| 3 Year | 6.04 | 53 |
| 5 Year | 7.91 | 51 |
| 10 Year | 6.03 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 89.68 |
| Bear Market (10/07 - 2/09) | -48.89 |
| Bull Market (2/09 - 3/21) | 367.34 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.49 |
| 5 Year | 9.70 |
| 10 Year | 6.12 |
| Since Inception | 5.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.43 | NA | NA | NA |
| 2024 | 4.52 | 0.35 | 5.87 | -2.08 |
| 2023 | 4.91 | 3.43 | -3.62 | 9.77 |
| 2022 | -6.68 | -11.67 | -5.40 | 6.39 |
| 2021 | 3.13 | 5.40 | -0.82 | 4.38 |
| 2020 | -15.73 | 15.47 | 5.88 | 11.04 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.50 | 8.75 | 14.81 | -17.05 | 12.54 | 14.41 | 22.07 | -7.68 | 18.20 | 5.53 | -1.27 |
| % Total Return Rel to Index | 5.42 | -16.27 | -11.43 | 1.14 | -16.14 | -3.99 | -9.41 | -3.29 | -3.59 | -6.39 | -2.66 |
| % Total Return Rel to Peer | 0.33 | -1.16 | 1.65 | -4.08 | 1.03 | 3.72 | 4.87 | -1.18 | 4.74 | -0.73 | 1.08 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.33 | 0.29 | 0.21 | 0.36 | 0.23 | 0.27 | 0.28 | 0.35 | 0.19 | 0.17 |
| % Yield | 0.00 | 2.28 | 2.34 | 1.58 | 2.07 | 1.39 | 1.73 | 2.08 | 2.26 | 1.42 | 1.21 |
| Capital Gains ($) | 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 | 0.26 | 0.26 | 0.26 | 0.26 | 0.26 | 0.26 | 0.26 | 0.26 | 0.28 | 0.29 |
* 1 = Top 20%, 5 = Bottom 20%