Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2020 Fund Class R-3 (PHWIX)
12.52
-0.18
(-1.42%)
At close: February 25 at 8:00:41 PM EST
Fund Summary
The investment seeks a total return consisting of long-term growth of capital and current income. 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 that invests in underlying funds of Principal Funds, Inc. ("PFI"), with a majority of the fund's assets invested in index funds. Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 11.95% |
| Worst 1Y Total Return | 11.95% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 56 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHWIX | Category Average | PHWIX | Category Average | PHWIX | Category Average | |
| Alpha | -0.3 | 0 | -0.2 | 0 | -- | 0 |
| BETA | 0.85 | 0.01 | 0.86 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.55 | 0.01 | 0.73 | 0.01 | -- | 0.01 |
| R-squared | 98.3 | 0.96 | 98.09 | 0.96 | -- | 0.95 |
| Standard Deviation | 9.89 | 0.09 | 8.06 | 0.08 | -- | 0.08 |
| Sharpe Ratio | 0.51 | 0.01 | 0.94 | 0.01 | -- | 0.01 |
| Treynor Ratio | 5.58 | 0.1 | 8.91 | 0.09 | -- | 0.08 |
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