Nasdaq - Delayed Quote USD
Principal LifeTime 2055 Fund (LTFPX)
15.78
+0.07
+(0.45%)
As of 8:06:28 AM EDT. Market Open.
Fund Summary
The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2055. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.93% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -0.88% |
| 5y Average Return | 11.26% |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LTFPX | Category Average | LTFPX | Category Average | LTFPX | Category Average | |
| Alpha | 2.15 | -0.02 | 2.73 | -0.01 | 0.32 | -0.01 |
| BETA | 1.29 | 0.01 | 1.35 | 0.01 | 1.43 | 0.02 |
| Mean Annual Return | 0.56 | 0.01 | 1.17 | 0.01 | 0.72 | 0.01 |
| R-squared | 95.59 | 0.98 | 96.11 | 0.98 | 95.87 | 0.97 |
| Standard Deviation | 16.56 | 0.17 | 15.98 | 0.14 | 14.69 | 0.13 |
| Sharpe Ratio | 0.14 | 0.01 | 0.71 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | 0.71 | 0.09 | 8.02 | 0.09 | 4.12 | 0.06 |
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