# Principal LifeTime 2040 R5 (PTDPX)

> Source: Nexqual · https://nexqual.com/PTDPX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Principal LifeTime 2040 R5 (PTDPX), nexqual.com/PTDPX" · informational, not investment advice.

**Price:** USD 17.55 (-0.17% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 17.58 · day 17.55–17.55 · 52w 15.81–18.17 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +7.2% vs S&P 500 +13.4%; 5Y +32.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +7.2% | +32.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.2% | +5.8% |
| Volatility (annualized) | 10.6% | 13.2% |
| Max drawdown | -7.4% (Feb 2026→Mar 2026) | -25.5% (Nov 2021→Oct 2022) |

## Peers
PTCPX (Principal Fds, Inc. Principal L) USD 14.9 +0.00% · PTEFX (Principal Fds, Inc. Principal L) USD 19.41 +0.00% · PTBPX (Principal Fds, Inc. Principal L) USD 12.41 +0.00% · PLSPX (Principal Fds, Inc.Principal Li) USD 11.9 +0.00% · PREPX (Principal Fds, Inc. Real Estate) USD 28.95 -0.00%

## More
Full page: https://nexqual.com/PTDPX · 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