Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2025 Instl (PHTQX)
12.66
+0.04
+(0.32%)
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 2025. 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 | 19.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -0.55% |
| 5y Average Return | 7.59% |
| Rank in Category (ytd) | 95 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHTQX | Category Average | PHTQX | Category Average | PHTQX | Category Average | |
| Alpha | -0.33 | -0 | 0.51 | -0 | 0.06 | -0 |
| BETA | 0.9 | 0.01 | 0.92 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 0.35 | 0.01 | 0.76 | 0.01 | 0.53 | 0.01 |
| R-squared | 98.13 | 0.97 | 98.1 | 0.97 | 97.87 | 0.96 |
| Standard Deviation | 11.42 | 0.11 | 10.76 | 0.09 | 9.78 | 0.09 |
| Sharpe Ratio | -0.02 | 0.01 | 0.59 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | -1.06 | 0.1 | 6.64 | 0.09 | 4.19 | 0.07 |
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