Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2060 Instl (PLTHX)
16.51
+0.06
+(0.36%)
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 2060. 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 | 26.45% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -3.01% |
| 5y Average Return | 12.53% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLTHX | Category Average | PLTHX | Category Average | PLTHX | Category Average | |
| Alpha | 2.65 | -0.01 | 3.63 | 0 | 1.08 | 0 |
| BETA | 1.28 | 0.01 | 1.33 | 0.01 | 1.41 | 0 |
| Mean Annual Return | 0.6 | 0 | 1.24 | 0.01 | 0.78 | 0 |
| R-squared | 94.21 | 0.95 | 95.12 | 0.97 | 95.39 | 0 |
| Standard Deviation | 16.52 | 0.09 | 15.78 | 0.09 | 14.53 | 0 |
| Sharpe Ratio | 0.16 | 0.01 | 0.76 | 0.01 | 0.51 | 0 |
| Treynor Ratio | 1.13 | 0.03 | 8.83 | 0.07 | 4.71 | 0 |
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