Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2050 J (PHJUX)
15.35
+0.04
+(0.26%)
At close: April 25 at 8:01:58 PM 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 2050. 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 | 25.22% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -2.98% |
| 5y Average Return | 11.85% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHJUX | Category Average | PHJUX | Category Average | PHJUX | Category Average | |
| Alpha | 2.48 | -0.02 | 3.06 | -0.01 | 0.78 | -0.01 |
| BETA | 1.28 | 0.01 | 1.31 | 0.01 | 1.37 | 0.01 |
| Mean Annual Return | 0.59 | 0.01 | 1.18 | 0.01 | 0.74 | 0.01 |
| R-squared | 94.13 | 0.98 | 95.16 | 0.98 | 95.68 | 0.97 |
| Standard Deviation | 16.53 | 0.17 | 15.56 | 0.14 | 14.15 | 0.13 |
| Sharpe Ratio | 0.16 | 0.01 | 0.73 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | 1 | 0.09 | 8.38 | 0.08 | 4.52 | 0.06 |
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