PLKSX Performance — Principal LifeTime Hybrid 2070 Fund, Institutional Class
Data updated: 2026-09-25
PLKSX returned +10.49% year to date and +21.09% over one year to Jul 2026. The annualised 3-year return is +16.67%. The fund beat its Target-Date category average: $100 invested three years ago grew to $159, against $146 for the category, and to $121 over one year, against $116. Volatility over the past three years was 11.97% a year. In the 12 months to Jul 2026 the fund took in a net $12.8M, and assets reached $24.75M.
PLKSX Growth of $100
What $100 invested in Principal LifeTime Hybrid 2070 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | PLKSX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $121 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $159 | $146 |
| Since data start (Feb 2023 – Jul 2026) | $177 | $154 |
PLKSX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.49% |
| 1 year | +21.09% |
| 3 years (annualised) | +16.67% |
PLKSX Annual Returns
Calendar-year total returns of Principal LifeTime Hybrid 2070 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +10.49% |
| 2025 | +19.86% |
| 2024 | +15.76% |
| 2023 (Feb–Dec) | +15.52% |
PLKSX 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 | +3.0% | +1.0% | −5.4% | +8.0% | +4.0% | +0.3% | −0.2% | — | — | — | — | — |
| 2025 | +3.2% | −0.4% | −4.2% | −0.2% | +5.6% | +4.4% | +1.1% | +2.9% | +3.4% | +1.6% | +0.8% | +0.7% |
| 2024 | +0.1% | +4.7% | +3.5% | −3.8% | +4.6% | +1.1% | +2.3% | +1.9% | +1.8% | −2.3% | +4.3% | −3.1% |
| 2023 | — | 0.0% | +2.0% | +1.1% | −1.4% | +6.4% | +3.0% | −2.6% | −4.5% | −3.0% | +8.8% | +5.5% |
PLKSX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 11.97%
- 3-year Sharpe ratio: 1.02 (vs 4.5% risk-free rate)
- Best month: +8.85% (Nov 2023)
- Worst month: −5.43% (Mar 2026)
PLKSX Fund Flows
Monthly money in and out of Principal LifeTime Hybrid 2070 Fund, from SEC Form N-PORT.
- 12-month net flow: $12.8M
- 12-month gross sales (incl. reinvestments): $15.1M
- Sales ÷ redemptions: 6.70×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.7M | $64K | $1.7M |
| Jun 2026 | $1.6M | $415K | $1.2M |
| May 2026 | $4.2M | $361K | $3.8M |
| Apr 2026 | $875K | $179K | $696K |
| Mar 2026 | $1.2M | $165K | $1.0M |
| Feb 2026 | $458K | $96K | $362K |
| Jan 2026 | $1.3M | $242K | $1.1M |
| Dec 2025 | $1.0M | $111K | $894K |
| Nov 2025 | $447K | $236K | $211K |
| Oct 2025 | $1.3M | $188K | $1.2M |
| Sep 2025 | $584K | $89K | $495K |
| Aug 2025 | $372K | $105K | $267K |
PLKSX Assets Under Management
Net assets of Principal LifeTime Hybrid 2070 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $24.75M |
| 2026-04-30 | $17.29M |
| 2026-01-31 | $14.70M |
| 2025-10-31 | $12.31M |
| 2025-07-31 | $9.58M |
| 2025-04-30 | $7.03M |
| 2025-01-31 | $5.70M |
| 2024-10-31 | $4.09M |
| 2024-07-31 | $3.60M |
| 2024-04-30 | $2.53M |
| 2024-01-31 | $1.73M |
| 2023-10-31 | $671.75K |
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.