LTFIX
2055 Principal LifeTime-Inst
$15.35
-0.02 (-0.13%)
Currency in USD / Last Updated: 4/18/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 1002.978M |
| 52 Week High | 16.13 |
| 52 Week Low | 12.829 |
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Key Data
| Symbol | LTFIX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 15.35 |
| Price Yesterday | 15.37 |
| Market Cap | 1,002.98 |
| YTD Return | 2.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0067 |
Overview
| 52 Week High | 16.13 |
|---|---|
| 52 Week Low | 12.83 |
| Market Cap | 1,002.98M |
| Shares Outstanding | 65.34M |
| Income Dividend Yield | 1.63% |
| Long Term Dividend Yield | 2.42% |
| Short Term Dividend Yield | 0.01% |
| 52 Week Yield (All) | 4.07% |
Returns Annualized
| One Day | -28.00% |
|---|---|
| Five Days | -82.52% |
| One Months | -27.68% |
| Three Months | 16.68% |
| Six Months | 32.40% |
| Nine Months | 9.70% |
| One Year | 15.02% |
| Three Years | 2.34% |
| Five Years | 8.66% |
| Ten Years | 8.02% |
| YTD | 8.80% |
| Since Inception | 7.15% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | -3.40% |
| One Month | -2.79% |
| Three Months | 3.93% |
| Six Months | 14.92% |
| Nine Months | 7.22% |
| One Year | 15.01% |
| Three Years | 7.19% |
| Five Years | 51.31% |
| Ten Years | 115.83% |
| YTD | 2.54% |
| Since Inception | 203.96% |
Yearly Returns
| 2024 | 2.54% |
|---|---|
| 2023 | 20.38% |
| 2022 | -18.85% |
| 2021 | 17.77% |
| 2020 | 16.51% |
| 2019 | 27.24% |
| 2018 | -9.00% |
| 2017 | 22.52% |
| 2016 | 5.72% |
| 2015 | -0.76% |
Risk against SP-DA
| Alpha | -6.40% |
|---|---|
| Beta | 0.94 |
| Correlation | 98.15% |
| Downside Deviation | 2.95% |
| Coefficient of determination | 96.34% |
| Standard Deviation | 3.24% |
| Sharpe Ratio | -0.67 |
| Sortino | -2.54 |
| Treynor | 10.31 |
| Ulcer Index | 3.29 |
| Ulcer Performance Index | -2.28 |