# Principal LifeTime 2020 R5 (PTBPX)

> Source: Nexqual · https://nexqual.com/PTBPX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Principal LifeTime 2020 R5 (PTBPX), nexqual.com/PTBPX" · informational, not investment advice.

**Price:** USD 12.41 (-0.08% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 12.42 · day 12.41–12.41 · 52w 11.74–13.24 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +3.6% vs S&P 500 +13.4%; 5Y +17.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +3.6% | +17.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +3.6% | +3.3% |
| Volatility (annualized) | 6.5% | 8.4% |
| Max drawdown | -4.8% (Feb 2026→Mar 2026) | -19.8% (Nov 2021→Oct 2022) |

## Peers
PTCPX (Principal Fds, Inc. Principal L) USD 14.9 +0.00% · PLSPX (Principal Fds, Inc.Principal Li) USD 11.9 +0.00% · PTDPX (Principal Fds, Inc. Principal L) USD 17.55 +0.00% · PTEFX (Principal Fds, Inc. Principal L) USD 19.41 +0.00% · PREPX (Principal Fds, Inc. Real Estate) USD 28.95 -0.00%

## More
Full page: https://nexqual.com/PTBPX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt