Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2020 R6 (PLTTX)
11.80
+0.03
+(0.25%)
At close: 8:01:58 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 2020. 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 | 17.21% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 0.09% |
| 5y Average Return | 6.59% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLTTX | Category Average | PLTTX | Category Average | PLTTX | Category Average | |
| Alpha | -0.68 | 0 | -0.15 | 0 | -0.09 | 0 |
| BETA | 0.83 | 0.01 | 0.83 | 0.01 | 0.85 | 0.01 |
| Mean Annual Return | 0.32 | 0.01 | 0.66 | 0.01 | 0.47 | 0.01 |
| R-squared | 98.3 | 0.96 | 98.27 | 0.96 | 98.12 | 0.95 |
| Standard Deviation | 10.5 | 0.09 | 9.72 | 0.08 | 8.68 | 0.08 |
| Sharpe Ratio | -0.06 | 0.01 | 0.53 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | -1.48 | 0.1 | 5.91 | 0.09 | 4.06 | 0.08 |
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