Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2065 Instl (PLHHX)
15.04
+0.05
+(0.33%)
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 2065. 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 | 27.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -2.65% |
| 5y Average Return | 12.77% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLHHX | Category Average | PLHHX | Category Average | PLHHX | Category Average | |
| Alpha | 2.64 | 0.03 | 3.75 | 0.03 | -- | 0 |
| BETA | 1.28 | 0.01 | 1.34 | 0.01 | -- | 0 |
| Mean Annual Return | 0.6 | 0 | 1.25 | 0.01 | -- | 0 |
| R-squared | 94.19 | 0.96 | 95.1 | 0.97 | -- | 0 |
| Standard Deviation | 16.58 | 0.16 | 15.88 | 0.17 | -- | 0 |
| Sharpe Ratio | 0.16 | 0 | 0.77 | 0 | -- | 0 |
| Treynor Ratio | 1.11 | -0 | 8.9 | 0.05 | -- | 0 |
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