LTSTX
2025 Principal LifeTime-Inst
$10.92
-0.10 (-0.91%)
Currency in USD / Last Updated: 4/30/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 1561.265M |
| 52 Week High | 11.24 |
| 52 Week Low | 9.638 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | LTSTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 10.92 |
| Price Yesterday | 11.02 |
| Market Cap | 1,561.27 |
| YTD Return | 1.20% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0056 |
Overview
| 52 Week High | 11.24 |
|---|---|
| 52 Week Low | 9.64 |
| Market Cap | 1,561.27M |
| Shares Outstanding | 142.97M |
| Income Dividend Yield | 2.60% |
| Long Term Dividend Yield | 1.56% |
| Short Term Dividend Yield | 0.04% |
| 52 Week Yield (All) | 4.21% |
Returns Annualized
| One Day | -89.97% |
|---|---|
| Five Days | -20.58% |
| One Months | -28.19% |
| Three Months | 4.60% |
| Six Months | 26.88% |
| Nine Months | 6.54% |
| One Year | 8.56% |
| Three Years | 0.65% |
| Five Years | 5.66% |
| Ten Years | 5.84% |
| YTD | 3.71% |
| Since Inception | 5.75% |
Returns Total
| One Day | -0.91% |
|---|---|
| Five Days | -0.46% |
| One Month | -2.85% |
| Three Months | 1.11% |
| Six Months | 12.42% |
| Nine Months | 4.86% |
| One Year | 8.55% |
| Three Years | 1.97% |
| Five Years | 31.63% |
| Ten Years | 76.16% |
| YTD | 1.20% |
| Since Inception | 146.39% |
Yearly Returns
| 2024 | 1.20% |
|---|---|
| 2023 | 13.30% |
| 2022 | -15.22% |
| 2021 | 10.95% |
| 2020 | 13.73% |
| 2019 | 20.48% |
| 2018 | -6.40% |
| 2017 | 16.76% |
| 2016 | 6.02% |
| 2015 | -1.18% |
Risk against SP-DA
| Alpha | -7.13% |
|---|---|
| Beta | 0.6 |
| Correlation | 95.18% |
| Downside Deviation | 2.13% |
| Coefficient of determination | 90.59% |
| Standard Deviation | 2.12% |
| Sharpe Ratio | -1.92 |
| Sortino | -6.63 |
| Treynor | 5.34 |
| Ulcer Index | 2.41 |
| Ulcer Performance Index | -5.86 |