Nasdaq - Delayed Quote USD
Principal LifeTime 2050 R4 (PTESX)
18.36
+0.08
+(0.44%)
At close: November 22 at 8:00:59 PM EST
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 2050. It 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
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.20% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 15.62% |
| 5y Average Return | 9.50% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PTESX | Category Average | PTESX | Category Average | PTESX | Category Average | |
| Alpha | 2.26 | -0.02 | 2.03 | -0.01 | 0.43 | -0.01 |
| BETA | 1.29 | 0.01 | 1.37 | 0.01 | 1.4 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 0.86 | 0.01 | 0.73 | 0.01 |
| R-squared | 96.15 | 0.98 | 96.82 | 0.98 | 96.34 | 0.97 |
| Standard Deviation | 16.6 | 0.17 | 17.31 | 0.14 | 14.29 | 0.13 |
| Sharpe Ratio | 0.04 | 0.01 | 0.45 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | -0.6 | 0.09 | 4.9 | 0.08 | 4.42 | 0.06 |
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