Nasdaq - Delayed Quote USD
Principal LifeTime 2015 Fund (LTPFX)
8.05
+0.01
+(0.12%)
At close: 8:06:28 AM EDT
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 2015. 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 | 15.81% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -0.98% |
| 5y Average Return | 4.88% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LTPFX | Category Average | LTPFX | Category Average | LTPFX | Category Average | |
| Alpha | -1.33 | 0 | -1.06 | 0 | -0.7 | 0 |
| BETA | 0.76 | 0.01 | 0.77 | 0.01 | 0.78 | 0.01 |
| Mean Annual Return | 0.27 | 0.01 | 0.55 | 0.01 | 0.4 | 0.01 |
| R-squared | 98.92 | 0.96 | 98.5 | 0.96 | 97.64 | 0.95 |
| Standard Deviation | 9.61 | 0.09 | 8.94 | 0.07 | 7.95 | 0.07 |
| Sharpe Ratio | -0.14 | 0.01 | 0.42 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | -2.37 | 0.11 | 4.66 | 0.1 | 3.27 | 0.08 |
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