Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2020 Instl (PHTTX)
11.77
+0.04
+(0.34%)
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 2020. 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 | 17.17% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -0.26% |
| 5y Average Return | 6.49% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHTTX | Category Average | PHTTX | Category Average | PHTTX | Category Average | |
| Alpha | -0.7 | 0 | -0.15 | 0 | -0.1 | 0 |
| BETA | 0.82 | 0.01 | 0.83 | 0.01 | 0.85 | 0.01 |
| Mean Annual Return | 0.32 | 0.01 | 0.66 | 0.01 | 0.47 | 0.01 |
| R-squared | 98.36 | 0.96 | 98.28 | 0.96 | 98.09 | 0.95 |
| Standard Deviation | 10.41 | 0.09 | 9.66 | 0.08 | 8.64 | 0.08 |
| Sharpe Ratio | -0.06 | 0.01 | 0.53 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | -1.5 | 0.1 | 5.91 | 0.09 | 4.05 | 0.08 |
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