PLTSX Performance — Principal LifeTime 2070 Fund, Class R-1
Data updated: 2026-09-25
PLTSX returned +28.41% over one year to Oct 2024. Over one year the fund beat its Target-Date category average: $100 grew to $128, against $124 for the category. Volatility over the past 12 months was 11.68% a year. In the 12 months to Jul 2026 the fund took in a net $22.3M, and assets reached $110.46M.
PLTSX Growth of $100
What $100 invested in Principal LifeTime 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 | PLTSX | Category average |
|---|---|---|
| 1 year (Nov 2023 – Oct 2024) | $128 | $124 |
| Since data start (Feb 2023 – Oct 2024) | $128 | $121 |
PLTSX Trailing Returns
Total returns to Oct 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +28.41% |
PLTSX Annual Returns
Calendar-year total returns of Principal LifeTime 2070 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Oct) | +11.94% |
| 2023 (Feb–Dec) | +14.70% |
PLTSX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.0% | +4.0% | +3.3% | −4.0% | +3.7% | +0.7% | +2.3% | +2.2% | +1.6% | −2.2% | — | — |
| 2023 | — | 0.0% | +1.7% | +1.5% | −1.8% | +6.2% | +2.9% | −2.5% | −4.5% | −3.0% | +8.8% | +5.4% |
PLTSX Risk
Risk measures from monthly returns over Nov 2023 – Oct 2024.
- 1-year volatility (annualised): 11.68%
- Best month: +8.80% (Nov 2023)
- Worst month: −3.95% (Apr 2024)
PLTSX Fund Flows
Monthly money in and out of Principal LifeTime 2070 Fund, from SEC Form N-PORT.
- 12-month net flow: $22.3M
- 12-month gross sales (incl. reinvestments): $53.3M
- Sales ÷ redemptions: 1.72×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $2.8M | $2.6M | $255K |
| Jun 2026 | $3.0M | $2.5M | $474K |
| May 2026 | $3.0M | $7.3M | −$4.3M |
| Apr 2026 | $5.4M | $5.0M | $458K |
| Mar 2026 | $3.7M | $1.8M | $1.9M |
| Feb 2026 | $4.4M | $936K | $3.4M |
| Jan 2026 | $6.9M | $3.8M | $3.1M |
| Dec 2025 | $5.6M | $2.0M | $3.6M |
| Nov 2025 | $5.6M | $634K | $5.0M |
| Oct 2025 | $5.0M | $2.2M | $2.9M |
| Sep 2025 | $3.6M | $1.1M | $2.5M |
| Aug 2025 | $4.2M | $1.1M | $3.1M |
PLTSX Assets Under Management
Net assets of Principal LifeTime 2070 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $110.46M |
| 2026-04-30 | $110.05M |
| 2026-01-31 | $101.81M |
| 2025-10-31 | $90.74M |
| 2025-07-31 | $77.64M |
| 2025-04-30 | $61.37M |
| 2025-01-31 | $51.24M |
| 2024-10-31 | $44.14M |
| 2024-07-31 | $35.09M |
| 2024-04-30 | $23.22M |
| 2024-01-31 | $15.46M |
| 2023-10-31 | $9.17M |
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.