PLTAX Performance — Principal LifeTime 2060 Fund, Class J
Data updated: 2026-09-25
PLTAX returned +8.91% year to date and +16.62% over one year to Jul 2026. Annualised returns are +14.48% over 3 years and +7.74% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $150, against $146 for the category, and to $117 over one year, against $116. Volatility over the past three years was 11.67% a year. In the 12 months to Jul 2026 the fund lost a net $94.1M, and assets reached $1.14B.
PLTAX Growth of $100
What $100 invested in Principal LifeTime 2060 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | PLTAX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $117 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $150 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $145 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $206 | $186 |
PLTAX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.91% |
| 1 year | +16.62% |
| 3 years (annualised) | +14.48% |
| 5 years (annualised) | +7.74% |
PLTAX Annual Returns
Calendar-year total returns of Principal LifeTime 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +8.91% |
| 2025 | +17.37% |
| 2024 | +12.94% |
| 2023 | +19.97% |
| 2022 | −19.10% |
| 2021 | +17.64% |
| 2020 | +16.16% |
| 2019 (Aug–Dec) | +7.69% |
PLTAX 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 | +2.6% | +0.6% | −5.6% | +7.7% | +3.2% | +0.2% | +0.4% | — | — | — | — | — |
| 2025 | +3.8% | −0.4% | −4.0% | −0.1% | +5.1% | +4.1% | +1.0% | +2.5% | +2.2% | +0.9% | +1.0% | +0.4% |
| 2024 | +0.1% | +4.1% | +3.3% | −3.9% | +3.7% | +0.7% | +2.4% | +2.3% | +1.6% | −2.1% | +4.4% | −3.9% |
| 2023 | +7.4% | −3.0% | +1.7% | +1.4% | −1.6% | +6.0% | +3.0% | −2.5% | −4.5% | −2.8% | +8.9% | +5.4% |
| 2022 | −5.4% | −3.1% | +1.1% | −7.9% | +0.6% | −8.2% | +7.8% | −4.2% | −9.1% | +6.7% | +7.2% | −4.5% |
| 2021 | −1.0% | +3.7% | +2.6% | +4.5% | +1.2% | +1.0% | +1.0% | +2.1% | −4.2% | +4.9% | −3.1% | +4.1% |
| 2020 | −1.0% | −7.0% | −15.2% | +11.2% | +5.4% | +2.5% | +5.2% | +4.9% | −2.5% | −1.8% | +11.8% | +4.9% |
| 2019 | — | — | — | — | — | — | — | −1.5% | +1.5% | +2.0% | +2.7% | +2.7% |
PLTAX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 11.67%
- 3-year Sharpe ratio: 0.86 (vs 4.5% risk-free rate)
- Best month: +8.91% (Nov 2023)
- Worst month: −5.62% (Mar 2026)
PLTAX Fund Flows
Monthly money in and out of Principal LifeTime 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: −$94.1M
- 12-month gross sales (incl. reinvestments): $206.8M
- Sales ÷ redemptions: 0.69×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $5.6M | $30.6M | −$25.1M |
| Jun 2026 | $5.9M | $22.0M | −$16.1M |
| May 2026 | $8.8M | $33.2M | −$24.4M |
| Apr 2026 | $7.6M | $52.4M | −$44.8M |
| Mar 2026 | $10.1M | $28.9M | −$18.9M |
| Feb 2026 | $11.9M | $11.9M | −$12K |
| Jan 2026 | $31.9M | $47.4M | −$15.5M |
| Dec 2025 | $83.0M | $21.8M | $61.2M |
| Nov 2025 | $10.2M | $3.4M | $6.9M |
| Oct 2025 | $10.0M | $26.9M | −$17.0M |
| Sep 2025 | $11.5M | $14.4M | −$3.0M |
| Aug 2025 | $10.4M | $7.9M | $2.5M |
PLTAX Assets Under Management
Net assets of Principal LifeTime 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.14B |
| 2026-04-30 | $1.16B |
| 2026-01-31 | $1.20B |
| 2025-10-31 | $1.19B |
| 2025-07-31 | $1.15B |
| 2025-04-30 | $1.05B |
| 2025-01-31 | $1.09B |
| 2024-10-31 | $1.08B |
| 2024-07-31 | $1.04B |
| 2024-04-30 | $962.02M |
| 2024-01-31 | $906.88M |
| 2023-10-31 | $807.71M |
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.