PLTBX Performance — Principal LifeTime 2060 Fund, Class R-2
Data updated: 2026-09-25
PLTBX returned +36.90% 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 13.97% a year. In the 12 months to Jul 2026 the fund lost a net $94.1M, and assets reached $1.14B.
PLTBX 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 | PLTBX | Category average |
|---|---|---|
| 1 year (May 2020 – Apr 2021) | $137 | $131 |
| Since data start (Aug 2019 – Apr 2021) | $128 | $128 |
PLTBX Trailing Returns
Total returns to Apr 2021, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +36.90% |
PLTBX 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 |
|---|---|
| 2021 (Jan–Apr) | +2.67% |
| 2020 | +15.74% |
| 2019 (Aug–Dec) | +7.46% |
PLTBX 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 | −0.9% | +3.6% | 0.0% | 0.0% | — | — | — | — | — | — | — | — |
| 2020 | −1.0% | −7.1% | −15.2% | +11.2% | +5.4% | +2.4% | +5.2% | +4.9% | −2.6% | −1.7% | +11.7% | +4.8% |
| 2019 | — | — | — | — | — | — | — | −1.5% | +1.4% | +2.1% | +2.7% | +2.7% |
PLTBX Risk
Risk measures from monthly returns over May 2020 – Apr 2021.
- 1-year volatility (annualised): 13.97%
- Best month: +11.67% (Nov 2020)
- Worst month: −2.56% (Sep 2020)
PLTBX 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 |
PLTBX 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.