PLTHX Performance — Principal LifeTime Hybrid 2060 Fund, Institutional Class
Data updated: 2026-09-25
PLTHX returned +10.53% year to date and +21.17% over one year to Jul 2026. Annualised returns are +16.69% over 3 years and +9.68% over 5 years. 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 11.88% a year. In the 12 months to Jul 2026 the fund took in a net $84.5M, and assets reached $314.14M.
PLTHX Growth of $100
What $100 invested in Principal LifeTime Hybrid 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 | PLTHX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $121 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $159 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $159 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $227 | $186 |
PLTHX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.53% |
| 1 year | +21.17% |
| 3 years (annualised) | +16.69% |
| 5 years (annualised) | +9.68% |
PLTHX Annual Returns
Calendar-year total returns of Principal LifeTime Hybrid 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +10.53% |
| 2025 | +19.91% |
| 2024 | +15.79% |
| 2023 | +20.30% |
| 2022 | −18.51% |
| 2021 | +20.05% |
| 2020 | +16.07% |
| 2019 (Aug–Dec) | +8.14% |
PLTHX 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% | +0.9% | −5.4% | +8.0% | +4.0% | +0.3% | −0.2% | — | — | — | — | — |
| 2025 | +3.1% | −0.4% | −4.1% | −0.3% | +5.6% | +4.4% | +1.1% | +2.9% | +3.4% | +1.5% | +0.8% | +0.7% |
| 2024 | +0.1% | +4.6% | +3.6% | −3.8% | +4.6% | +1.1% | +2.3% | +2.1% | +1.8% | −2.3% | +4.3% | −3.1% |
| 2023 | +7.3% | −2.5% | +1.9% | +1.0% | −1.1% | +6.0% | +2.9% | −2.5% | −4.5% | −2.9% | +8.6% | +5.4% |
| 2022 | −5.4% | −2.7% | +1.7% | −7.9% | +0.3% | −8.4% | +8.1% | −4.0% | −9.0% | +7.1% | +6.9% | −5.0% |
| 2021 | −0.3% | +3.0% | +3.3% | +4.1% | +1.2% | +0.7% | +1.0% | +2.3% | −4.2% | +5.1% | −2.0% | +4.6% |
| 2020 | −0.8% | −7.1% | −14.2% | +10.8% | +4.4% | +2.6% | +5.4% | +5.2% | −2.6% | −1.7% | +10.9% | +5.0% |
| 2019 | — | — | — | — | — | — | — | −1.8% | +2.0% | +2.2% | +2.4% | +3.1% |
PLTHX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 11.88%
- 3-year Sharpe ratio: 1.03 (vs 4.5% risk-free rate)
- Best month: +8.63% (Nov 2023)
- Worst month: −5.43% (Mar 2026)
PLTHX Fund Flows
Monthly money in and out of Principal LifeTime Hybrid 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $84.5M
- 12-month gross sales (incl. reinvestments): $110.1M
- Sales ÷ redemptions: 4.30×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $14.3M | $2.5M | $11.8M |
| Jun 2026 | $13.0M | $2.6M | $10.4M |
| May 2026 | $21.3M | $1.9M | $19.4M |
| Apr 2026 | $6.4M | $2.8M | $3.6M |
| Mar 2026 | $5.0M | $2.1M | $2.8M |
| Feb 2026 | $5.9M | $1.5M | $4.4M |
| Jan 2026 | $10.6M | $3.1M | $7.5M |
| Dec 2025 | $11.4M | $1.2M | $10.2M |
| Nov 2025 | $6.0M | $2.0M | $4.0M |
| Oct 2025 | $6.6M | $2.1M | $4.5M |
| Sep 2025 | $5.0M | $2.1M | $2.9M |
| Aug 2025 | $4.8M | $1.9M | $2.9M |
PLTHX Assets Under Management
Net assets of Principal LifeTime Hybrid 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $314.14M |
| 2026-04-30 | $261.38M |
| 2026-01-31 | $242.58M |
| 2025-10-31 | $220.29M |
| 2025-07-31 | $194.17M |
| 2025-04-30 | $161.80M |
| 2025-01-31 | $157.59M |
| 2024-10-31 | $143.38M |
| 2024-07-31 | $132.05M |
| 2024-04-30 | $113.95M |
| 2024-01-31 | $101.44M |
| 2023-10-31 | $81.64M |
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.