PLJBX Performance — Principal LifeTime 2065 Fund, Class R-2
Data updated: 2026-09-25
PLJBX returned +37.38% over one year to Apr 2021. Over one year the fund beat its Target-Date category average: $100 grew to $137, against $131 for the category. Volatility over the past 12 months was 14.16% a year. In the 12 months to Jul 2026 the fund took in a net $4.0M, and assets reached $290.92M.
PLJBX Growth of $100
What $100 invested in Principal LifeTime 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 | PLJBX | Category average |
|---|---|---|
| 1 year (May 2020 – Apr 2021) | $137 | $131 |
| Since data start (Aug 2019 – Apr 2021) | $128 | $128 |
PLJBX Trailing Returns
Total returns to Apr 2021, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +37.38% |
PLJBX Annual Returns
Calendar-year total returns of Principal LifeTime 2065 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2021 (Jan–Apr) | +2.65% |
| 2020 | +16.13% |
| 2019 (Aug–Dec) | +7.44% |
PLJBX 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 | −1.0% | +3.7% | 0.0% | 0.0% | — | — | — | — | — | — | — | — |
| 2020 | −1.0% | −7.2% | −15.2% | +11.4% | +5.4% | +2.4% | +5.2% | +5.0% | −2.6% | −1.8% | +11.8% | +4.9% |
| 2019 | — | — | — | — | — | — | — | −1.5% | +1.4% | +2.0% | +2.6% | +2.7% |
PLJBX Risk
Risk measures from monthly returns over May 2020 – Apr 2021.
- 1-year volatility (annualised): 14.16%
- Best month: +11.83% (Nov 2020)
- Worst month: −2.57% (Sep 2020)
PLJBX Fund Flows
Monthly money in and out of Principal LifeTime 2065 Fund, from SEC Form N-PORT.
- 12-month net flow: $4.0M
- 12-month gross sales (incl. reinvestments): $83.8M
- Sales ÷ redemptions: 1.05×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $3.7M | $8.4M | −$4.7M |
| Jun 2026 | $3.6M | $4.6M | −$1.0M |
| May 2026 | $3.9M | $4.3M | −$390K |
| Apr 2026 | $4.8M | $19.2M | −$14.5M |
| Mar 2026 | $5.9M | $10.6M | −$4.7M |
| Feb 2026 | $6.4M | $4.0M | $2.5M |
| Jan 2026 | $10.1M | $12.5M | −$2.5M |
| Dec 2025 | $21.8M | $2.8M | $19.0M |
| Nov 2025 | $6.1M | $747K | $5.3M |
| Oct 2025 | $5.7M | $7.7M | −$2.1M |
| Sep 2025 | $6.4M | $3.0M | $3.3M |
| Aug 2025 | $5.6M | $1.8M | $3.8M |
PLJBX Assets Under Management
Net assets of Principal LifeTime 2065 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $290.92M |
| 2026-04-30 | $286.25M |
| 2026-01-31 | $297.14M |
| 2025-10-31 | $282.64M |
| 2025-07-31 | $262.35M |
| 2025-04-30 | $233.65M |
| 2025-01-31 | $232.51M |
| 2024-10-31 | $223.19M |
| 2024-07-31 | $207.68M |
| 2024-04-30 | $186.38M |
| 2024-01-31 | $167.64M |
| 2023-10-31 | $140.85M |
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.