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Principal Fds, Inc. Principal LifeTime 2040 Fund Cl R-4 (PTDSX) Performance

Explore the performance of Principal Fds, Inc. Principal LifeTime 2040 Fd Cl R-4 compared to the S&P Index and the Target-Date Retirement category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00015,00020,00025,00030,00020192020202120222023202420252026
  • 30,184.46SPY
  • 13,040.49PTDSX
  • 20,247.69Target-Date Retirement

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%10.62%
PTDSX16.42%9.32%5.58%-24.76%13.13%13.88%0.00%0.00%