PLHKX Performance — Principal LifeTime Hybrid 2065 Fund, Class R-5
Data updated: 2026-09-25
PLHKX returned +17.04% over one year to Jan 2021. Over one year the fund beat its Target-Date category average: $100 grew to $117, against $115 for the category. Volatility over the past 12 months was 25.38% a year. In the 12 months to Jul 2026 the fund took in a net $33.9M, and assets reached $117.88M.
PLHKX Growth of $100
What $100 invested in Principal LifeTime Hybrid 2065 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | PLHKX | Category average |
|---|---|---|
| 1 year (Feb 2020 – Jan 2021) | $117 | $115 |
| Since data start (Aug 2019 – Jan 2021) | $126 | $120 |
PLHKX Trailing Returns
Total returns to Jan 2021, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +17.04% |
PLHKX Annual Returns
Calendar-year total returns of Principal LifeTime Hybrid 2065 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2021 (Jan–Jan) | −0.23% |
| 2020 | +16.29% |
| 2019 (Aug–Dec) | +8.18% |
PLHKX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | −0.2% | — | — | — | — | — | — | — | — | — | — | — |
| 2020 | −0.9% | −7.1% | −14.3% | +11.0% | +4.5% | +2.6% | +5.5% | +5.2% | −2.6% | −1.7% | +11.1% | +5.0% |
| 2019 | — | — | — | — | — | — | — | −1.9% | +2.0% | +2.3% | +2.4% | +3.2% |
PLHKX Risk
Risk measures from monthly returns over Feb 2020 – Jan 2021.
- 1-year volatility (annualised): 25.38%
- Best month: +11.14% (Nov 2020)
- Worst month: −14.34% (Mar 2020)
PLHKX Fund Flows
Monthly money in and out of Principal LifeTime Hybrid 2065 Fund, from SEC Form N-PORT.
- 12-month net flow: $33.9M
- 12-month gross sales (incl. reinvestments): $46.1M
- Sales ÷ redemptions: 3.79×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $6.5M | $866K | $5.6M |
| Jun 2026 | $5.6M | $1.3M | $4.3M |
| May 2026 | $2.8M | $1.5M | $1.4M |
| Apr 2026 | $3.3M | $1.1M | $2.1M |
| Mar 2026 | $3.6M | $555K | $3.0M |
| Feb 2026 | $3.4M | $577K | $2.8M |
| Jan 2026 | $4.8M | $1.5M | $3.3M |
| Dec 2025 | $5.2M | $1.1M | $4.1M |
| Nov 2025 | $3.1M | $1.7M | $1.5M |
| Oct 2025 | $3.2M | $583K | $2.6M |
| Sep 2025 | $2.4M | $678K | $1.8M |
| Aug 2025 | $2.1M | $732K | $1.4M |
PLHKX Assets Under Management
Net assets of Principal LifeTime Hybrid 2065 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $117.88M |
| 2026-04-30 | $102.40M |
| 2026-01-31 | $91.23M |
| 2025-10-31 | $81.70M |
| 2025-07-31 | $70.19M |
| 2025-04-30 | $59.25M |
| 2025-01-31 | $54.65M |
| 2024-10-31 | $46.85M |
| 2024-07-31 | $41.12M |
| 2024-04-30 | $33.29M |
| 2024-01-31 | $29.42M |
| 2023-10-31 | $23.32M |
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.