NasdaqGM - Delayed Quote USD
Principal LifeTime 2030 J (PLTJX)
13.49
+0.01
+(0.07%)
At close: 8:04:24 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 2030. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and 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
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.18% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -2.25% |
| 5y Average Return | 7.88% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLTJX | Category Average | PLTJX | Category Average | PLTJX | Category Average | |
| Alpha | -0.02 | -0.01 | 0.63 | -0 | -0.26 | -0.01 |
| BETA | 1.02 | 0.01 | 1.06 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 0.85 | 0.01 | 0.56 | 0.01 |
| R-squared | 98.62 | 0.98 | 98.25 | 0.98 | 97.6 | 0.97 |
| Standard Deviation | 12.85 | 0.12 | 12.42 | 0.1 | 11.4 | 0.1 |
| Sharpe Ratio | 0 | 0.01 | 0.59 | 0.01 | 0.42 | 0.01 |
| Treynor Ratio | -0.79 | 0.09 | 6.61 | 0.09 | 3.8 | 0.07 |
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