# Principal LifeTime 2030 R5 (PTCPX)

> Source: Nexqual · https://nexqual.com/PTCPX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Principal LifeTime 2030 R5 (PTCPX), nexqual.com/PTCPX" · informational, not investment advice.

**Price:** USD 14.9 (-0.13% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 14.92 · day 14.9–14.9 · 52w 13.81–15.65 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +5.1% vs S&P 500 +13.4%; 5Y +23.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +5.1% | +23.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +5.2% | +4.3% |
| Volatility (annualized) | 8.3% | 10.6% |
| Max drawdown | -5.9% (Feb 2026→Mar 2026) | -23.1% (Nov 2021→Oct 2022) |

## Peers
PTDPX (Principal Fds, Inc. Principal L) USD 17.55 +0.00% · PTBPX (Principal Fds, Inc. Principal L) USD 12.41 +0.00% · PLSPX (Principal Fds, Inc.Principal Li) USD 11.9 +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/PTCPX · 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