Nasdaq - Delayed Quote USD

Principal LifeTime 2070 R3 (PLTDX)

12.99 -0.02 (-0.15%)
At close: 8:00 PM EDT

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 the fund’s name. The fund is a fund of funds and invests in underlying funds of Principal Funds, Inc. (“PFI”). 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

Performance & Risk

YTD Return 14.65%
5y Average Return 0.00%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
PLTDXCategory AveragePLTDXCategory AveragePLTDXCategory Average
Alpha -- 0.03 -- 0.03 -- 0
BETA -- 0.01 -- 0.01 -- 0
Mean Annual Return -- 0 -- 0.01 -- 0
R-squared -- 0.96 -- 0.97 -- 0
Standard Deviation -- 0.16 -- 0.17 -- 0
Sharpe Ratio -- 0 -- 0 -- 0
Treynor Ratio -- -0 -- 0.05 -- 0

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