C000126088 Performance — Principal LifeTime 2060 Account, Class 1
Data updated: 2026-08-25
C000126088 returned +8.71% year to date and +17.70% over one year to Jun 2026. Annualised returns are +15.80% over 3 years and +8.21% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $155, against $150 for the category, and to $118 over one year, against $118. Volatility over the past three years was 11.72% a year. In the 12 months to Jun 2026 the fund took in a net $12.4M, and assets reached $51.09M.
C000126088 Growth of $100
What $100 invested in Principal LifeTime 2060 Account grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000126088 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $118 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $155 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $148 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $211 | $187 |
C000126088 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.71% |
| 1 year | +17.70% |
| 3 years (annualised) | +15.80% |
| 5 years (annualised) | +8.21% |
C000126088 Annual Returns
Calendar-year total returns of Principal LifeTime 2060 Account, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +8.71% |
| 2025 | +17.67% |
| 2024 | +13.28% |
| 2023 | +20.28% |
| 2022 | −18.79% |
| 2021 | +17.96% |
| 2020 | +16.58% |
| 2019 (Jul–Dec) | +8.26% |
C000126088 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.7% | +0.7% | −5.6% | +7.8% | +3.2% | +0.2% | — | — | — | — | — | — |
| 2025 | +3.8% | −0.5% | −4.0% | 0.0% | +5.1% | +4.2% | +1.0% | +2.6% | +2.2% | +0.9% | +1.0% | +0.4% |
| 2024 | +0.1% | +4.1% | +3.4% | −3.9% | +3.8% | +0.7% | +2.4% | +2.3% | +1.6% | −2.1% | +4.5% | −3.8% |
| 2023 | +7.4% | −2.9% | +1.7% | +1.5% | −1.6% | +6.1% | +3.0% | −2.4% | −4.4% | −2.8% | +8.9% | +5.4% |
| 2022 | −5.4% | −3.1% | +1.2% | −7.9% | +0.7% | −8.2% | +7.9% | −4.2% | −9.1% | +6.8% | +7.2% | −4.5% |
| 2021 | −1.0% | +3.7% | +2.6% | +4.5% | +1.3% | +1.0% | +1.0% | +2.1% | −4.2% | +5.0% | −3.0% | +4.2% |
| 2020 | −1.0% | −7.0% | −15.1% | +11.2% | +5.5% | +2.5% | +5.2% | +5.0% | −2.5% | −1.7% | +11.7% | +4.9% |
| 2019 | — | — | — | — | — | — | +0.5% | −1.4% | +1.4% | +2.1% | +2.7% | +2.8% |
C000126088 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 11.72%
- 3-year Sharpe ratio: 0.96 (vs 4.5% risk-free rate)
- Best month: +8.94% (Nov 2023)
- Worst month: −5.64% (Mar 2026)
C000126088 Fund Flows
Monthly money in and out of Principal LifeTime 2060 Account, from SEC Form N-PORT.
- 12-month net flow: $12.4M
- 12-month gross sales (incl. reinvestments): $21.1M
- Sales ÷ redemptions: 2.44×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $3.0M | $531K | $2.5M |
| May 2026 | $1.6M | $530K | $1.1M |
| Apr 2026 | $1.7M | $2.4M | −$649K |
| Mar 2026 | $1.3M | $813K | $490K |
| Feb 2026 | $2.5M | $248K | $2.3M |
| Jan 2026 | $1.8M | $683K | $1.2M |
| Dec 2025 | $1.1M | $256K | $848K |
| Nov 2025 | $731K | $93K | $637K |
| Oct 2025 | $1.3M | $511K | $791K |
| Sep 2025 | $3.2M | $769K | $2.5M |
| Aug 2025 | $1.0M | $1.1M | −$124K |
| Jul 2025 | $1.7M | $710K | $946K |
C000126088 Assets Under Management
Net assets of Principal LifeTime 2060 Account by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $51.09M |
| 2026-03-31 | $43.19M |
| 2025-12-31 | $40.39M |
| 2025-09-30 | $37.22M |
| 2025-06-30 | $34.23M |
| 2025-03-31 | $29.84M |
| 2024-12-31 | $29.67M |
| 2024-09-30 | $27.15M |
| 2024-06-30 | $25.18M |
| 2024-03-31 | $23.84M |
| 2023-12-31 | $21.40M |
| 2023-09-30 | $17.78M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.