Nasdaq - Delayed Quote USD
Principal Funds Inc - Lifetime 2065 Fund (PLJBX)
13.46
+0.28
+(2.12%)
At close: March 1 at 8:00:43 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 2065. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. 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 | 26.44% |
| Worst 1Y Total Return | -9.95% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 9.11% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.60 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLJBX | Category Average | PLJBX | Category Average | PLJBX | Category Average | |
| Alpha | -2.09 | -0.01 | -- | 0 | -- | 0 |
| BETA | 1.6 | 0.01 | -- | 0.01 | -- | 0 |
| Mean Annual Return | 0.97 | 0 | -- | 0.01 | -- | 0 |
| R-squared | 98.47 | 0.95 | -- | 0.97 | -- | 0 |
| Standard Deviation | 18.29 | 0.09 | -- | 0.09 | -- | 0 |
| Sharpe Ratio | 0.56 | 0.01 | -- | 0.01 | -- | 0 |
| Treynor Ratio | 5.66 | 0.03 | -- | 0.07 | -- | 0 |
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