LTIUX
2035 Principal LifeTime-Inst
$12.29
-0.03 (-0.24%)
Currency in USD / Last Updated: 4/19/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 1844.237M |
| 52 Week High | 12.85 |
| 52 Week Low | 10.653 |
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Key Data
| Symbol | LTIUX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 12.29 |
| Price Yesterday | 12.32 |
| Market Cap | 1,844.24 |
| YTD Return | 0.82% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0062 |
Overview
| 52 Week High | 12.85 |
|---|---|
| 52 Week Low | 10.65 |
| Market Cap | 1,844.24M |
| Shares Outstanding | 150.06M |
| Income Dividend Yield | 2.17% |
| Long Term Dividend Yield | 1.94% |
| Short Term Dividend Yield | 0.01% |
| 52 Week Yield (All) | 4.13% |
Returns Annualized
| One Day | -45.94% |
|---|---|
| Five Days | -60.76% |
| One Months | -29.47% |
| Three Months | 6.09% |
| Six Months | 28.02% |
| Nine Months | 6.53% |
| One Year | 10.79% |
| Three Years | 1.01% |
| Five Years | 6.93% |
| Ten Years | 6.79% |
| YTD | 2.75% |
| Since Inception | 6.42% |
Returns Total
| One Day | -0.24% |
|---|---|
| Five Days | -1.84% |
| One Month | -3.00% |
| Three Months | 1.49% |
| Six Months | 13.02% |
| Nine Months | 4.88% |
| One Year | 10.78% |
| Three Years | 3.07% |
| Five Years | 39.74% |
| Ten Years | 92.69% |
| YTD | 0.82% |
| Since Inception | 172.14% |
Yearly Returns
| 2024 | 0.82% |
|---|---|
| 2023 | 16.53% |
| 2022 | -17.47% |
| 2021 | 14.12% |
| 2020 | 15.76% |
| 2019 | 23.47% |
| 2018 | -7.34% |
| 2017 | 19.71% |
| 2016 | 5.32% |
| 2015 | -0.79% |
Risk against SP-DA
| Alpha | -6.42% |
|---|---|
| Beta | 0.73 |
| Correlation | 96.11% |
| Downside Deviation | 2.59% |
| Coefficient of determination | 92.36% |
| Standard Deviation | 2.61% |
| Sharpe Ratio | -1.18 |
| Sortino | -4.12 |
| Treynor | 7.36 |
| Ulcer Index | 2.87 |
| Ulcer Performance Index | -3.72 |