Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2015 Instl (PHTMX)
11.39
+0.03
+(0.26%)
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 2015. 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 | 15.18% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 0.26% |
| 5y Average Return | 5.50% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHTMX | Category Average | PHTMX | Category Average | PHTMX | Category Average | |
| Alpha | -1.07 | 0 | -0.8 | 0 | -0.32 | 0 |
| BETA | 0.76 | 0.01 | 0.75 | 0.01 | 0.75 | 0.01 |
| Mean Annual Return | 0.29 | 0.01 | 0.56 | 0.01 | 0.42 | 0.01 |
| R-squared | 98.32 | 0.96 | 98.1 | 0.96 | 97.81 | 0.95 |
| Standard Deviation | 9.61 | 0.09 | 8.75 | 0.07 | 7.6 | 0.07 |
| Sharpe Ratio | -0.11 | 0.01 | 0.45 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | -2.03 | 0.11 | 5 | 0.1 | 3.78 | 0.08 |
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