Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2040 J (PHJEX)
14.32
+0.05
+(0.35%)
As of 8:06:59 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 2040. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”), with a majority of the fund’s assets invested in index funds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.53% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -2.13% |
| 5y Average Return | 10.48% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHJEX | Category Average | PHJEX | Category Average | PHJEX | Category Average | |
| Alpha | 1.5 | -0.01 | 2.14 | -0.01 | 0.48 | -0.01 |
| BETA | 1.18 | 0.01 | 1.2 | 0.01 | 1.26 | 0.01 |
| Mean Annual Return | 0.51 | 0.01 | 1.05 | 0.01 | 0.67 | 0.01 |
| R-squared | 95.82 | 0.98 | 96.38 | 0.98 | 96.61 | 0.97 |
| Standard Deviation | 15.05 | 0.15 | 14.2 | 0.13 | 12.89 | 0.12 |
| Sharpe Ratio | 0.1 | 0.01 | 0.69 | 0.01 | 0.47 | 0.01 |
| Treynor Ratio | 0.41 | 0.09 | 7.82 | 0.09 | 4.38 | 0.07 |
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