Nasdaq - Delayed Quote USD
Principal LifeTime 2060 R5 (PLTOX)
17.36
+0.28
+(1.64%)
At close: May 2 at 8:01:59 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 2060. 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 | 27.14% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -0.41% |
| 5y Average Return | 12.09% |
| Rank in Category (ytd) | 57 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLTOX | Category Average | PLTOX | Category Average | PLTOX | Category Average | |
| Alpha | 2.14 | -0.01 | 2.89 | 0 | 0.34 | 0 |
| BETA | 1.29 | 0.01 | 1.36 | 0.01 | 1.44 | 0 |
| Mean Annual Return | 0.56 | 0 | 1.19 | 0.01 | 0.73 | 0 |
| R-squared | 95.66 | 0.95 | 96.06 | 0.97 | 95.8 | 0 |
| Standard Deviation | 16.5 | 0.09 | 16.02 | 0.09 | 14.77 | 0 |
| Sharpe Ratio | 0.14 | 0.01 | 0.72 | 0.01 | 0.46 | 0 |
| Treynor Ratio | 0.72 | 0.03 | 8.15 | 0.07 | 4.13 | 0 |
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