Nasdaq - Delayed Quote USD
Principal LifeTime 2035 Fund (LTIUX)
12.25
-0.10
(-0.81%)
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 2035. 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 | 23.47% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -2.60% |
| 5y Average Return | 9.40% |
| Rank in Category (ytd) | 56 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LTIUX | Category Average | LTIUX | Category Average | LTIUX | Category Average | |
| Alpha | 0.7 | -0.01 | 1.44 | -0 | 0.14 | -0.01 |
| BETA | 1.09 | 0.01 | 1.14 | 0.01 | 1.2 | 0.01 |
| Mean Annual Return | 0.44 | 0.01 | 0.96 | 0.01 | 0.62 | 0.01 |
| R-squared | 98.04 | 0.98 | 97.77 | 0.98 | 97.25 | 0.97 |
| Standard Deviation | 13.84 | 0.14 | 13.4 | 0.12 | 12.27 | 0.11 |
| Sharpe Ratio | 0.06 | 0.01 | 0.65 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | -0.17 | 0.09 | 7.29 | 0.09 | 4.12 | 0.07 |
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