Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2045 R6 (PLNTX)
15.06
+0.04
+(0.27%)
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 2045. 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 | 24.78% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -2.53% |
| 5y Average Return | 11.54% |
| Rank in Category (ytd) | 90 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.24 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLNTX | Category Average | PLNTX | Category Average | PLNTX | Category Average | |
| Alpha | 2.23 | -0.02 | 2.89 | -0.01 | 0.88 | -0.01 |
| BETA | 1.24 | 0.01 | 1.27 | 0.01 | 1.33 | 0.01 |
| Mean Annual Return | 0.57 | 0.01 | 1.14 | 0.01 | 0.73 | 0.01 |
| R-squared | 94.77 | 0.98 | 95.6 | 0.98 | 96.06 | 0.97 |
| Standard Deviation | 15.91 | 0.16 | 15.02 | 0.13 | 13.63 | 0.13 |
| Sharpe Ratio | 0.14 | 0.01 | 0.73 | 0.01 | 0.5 | 0.01 |
| Treynor Ratio | 0.9 | 0.09 | 8.34 | 0.09 | 4.64 | 0.06 |
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