Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX)
The fund is a "target date fund" for investors with a retirement goal around 2030, primarily investing in index funds through underlying funds of Principal Funds, Inc. It offers diversification across domestic and foreign equity, fixed-income, real asset, and other securities.
Fund Info
US74256W4024
Sep 30, 2014
$0
Large-Cap
Blend
Expense Ratio
PLZTX has an expense ratio of 0.33%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) returned 3.20% year-to-date (YTD) and 9.29% over the past 12 months.
PLZTX
3.20%
3.20%
1.15%
9.29%
7.18%
8.28%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of PLZTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.21% | 0.45% | -2.52% | -0.08% | 3.20% | 3.20% | |||||||
| 2024 | 0.00% | 2.45% | 2.63% | -3.33% | 3.45% | 1.09% | 2.30% | 1.80% | 1.55% | -2.10% | 2.96% | -2.47% | 10.48% |
| 2023 | 5.89% | -2.57% | 2.11% | 0.86% | -1.02% | 3.70% | 1.91% | -1.79% | -3.82% | -2.42% | 7.07% | 4.81% | 14.97% |
| 2022 | -4.33% | -2.19% | 0.37% | -6.46% | 0.40% | -6.17% | 6.16% | -3.57% | -7.33% | 4.09% | 5.55% | -3.47% | -16.74% |
| 2021 | -0.30% | 1.74% | 2.15% | 3.20% | 0.92% | 0.77% | 0.97% | 1.65% | -3.24% | 3.70% | -1.35% | 3.13% | 13.93% |
| 2020 | -0.17% | -4.56% | -10.17% | 8.22% | 3.48% | 1.99% | 4.40% | 3.73% | -1.95% | -1.36% | 8.17% | 3.64% | 14.79% |
| 2019 | 6.18% | 1.91% | 1.43% | 2.46% | -3.86% | 4.91% | 0.25% | -0.76% | 1.28% | 1.61% | 1.75% | 2.39% | 20.97% |
| 2018 | 3.45% | -3.41% | -0.78% | 0.26% | 1.13% | -0.43% | 2.15% | 1.35% | -0.33% | -6.00% | 0.89% | -5.39% | -7.35% |
| 2017 | 1.86% | 2.12% | 0.57% | 1.22% | 1.30% | 0.46% | 2.00% | 0.53% | 1.69% | 1.40% | 1.46% | 0.97% | 16.71% |
| 2016 | -3.62% | -0.22% | 5.60% | 0.71% | 0.91% | 0.30% | 3.10% | 0.19% | 0.39% | -2.02% | 1.18% | 1.48% | 7.99% |
| 2015 | 3.41% | -1.86% | 4.94% | -0.10% | 0.08% | 6.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PLZTX is 66, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Principal LifeTime Hybrid 2030 Fund R-6 provided a 3.07% dividend yield over the last twelve months, with an annual payout of $0.42 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.42 | $0.42 | $0.89 | $0.78 | $0.59 | $0.45 | $0.40 | $0.29 | $0.23 | $0.32 |
Dividend yield | 3.07% | 3.17% | 3.45% | 8.09% | 5.44% | 4.48% | 3.73% | 3.83% | 2.54% | 2.28% | 3.36% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal LifeTime Hybrid 2030 Fund R-6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.89 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.78 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.59 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2015 | $0.32 | $0.32 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Principal LifeTime Hybrid 2030 Fund R-6. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Principal LifeTime Hybrid 2030 Fund R-6 was 24.54%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
The current Principal LifeTime Hybrid 2030 Fund R-6 drawdown is 0.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.54% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -21.95% | Jan 5, 2022 | 196 | Oct 14, 2022 | 359 | Mar 21, 2024 | 555 |
| -14.61% | Jan 29, 2018 | 229 | Dec 24, 2018 | 122 | Jun 20, 2019 | 351 |
| -10.07% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -8.6% | Nov 4, 2015 | 68 | Feb 11, 2016 | 25 | Mar 18, 2016 | 93 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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