Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2030 Instl (PHTNX)
13.06
+0.04
+(0.31%)
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 2030. 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 | 20.91% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -0.99% |
| 5y Average Return | 8.55% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHTNX | Category Average | PHTNX | Category Average | PHTNX | Category Average | |
| Alpha | 0.19 | -0.01 | 0.98 | -0 | 0.2 | -0.01 |
| BETA | 1.01 | 0.01 | 1.04 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.4 | 0.01 | 0.86 | 0.01 | 0.58 | 0.01 |
| R-squared | 97.74 | 0.98 | 97.77 | 0.98 | 97.71 | 0.97 |
| Standard Deviation | 12.84 | 0.12 | 12.14 | 0.1 | 10.98 | 0.1 |
| Sharpe Ratio | 0.02 | 0.01 | 0.62 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | -0.58 | 0.09 | 7.01 | 0.09 | 4.27 | 0.07 |
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