PHTNX
2030 Principal LifeTime Hybrid-Inst
$12.91
0.01 (0.08%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-2030s |
---|---|
Market Cap | 831.334M |
52 Week High | 12.91 |
52 Week Low | 10.849 |
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Key Data
Symbol | PHTNX |
---|---|
Type | Mutual Fund |
Category | Target Date-2030s |
Price | 12.91 |
Price Yesterday | 12.9 |
Market Cap | 831.33 |
YTD Return | 5.13% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0036 |
Overview
52 Week High | 12.91 |
---|---|
52 Week Low | 10.85 |
Market Cap | 831.33M |
Shares Outstanding | 64.39M |
Income Dividend Yield | 2.57% |
Long Term Dividend Yield | 0.67% |
Short Term Dividend Yield | 0.01% |
52 Week Yield (All) | 3.25% |
Returns Annualized
One Day | 21.59% |
---|---|
Five Days | 26.49% |
One Months | 38.62% |
Three Months | 22.98% |
Six Months | 33.13% |
Nine Months | 14.85% |
One Year | 14.91% |
Three Years | 3.43% |
Five Years | 7.73% |
Ten Years | -999 |
YTD | 22.98% |
Since Inception | 7.18% |
Returns Total
One Day | 0.08% |
---|---|
Five Days | 0.47% |
One Month | 2.62% |
Three Months | 5.13% |
Six Months | 15.10% |
Nine Months | 10.81% |
One Year | 14.70% |
Three Years | 10.59% |
Five Years | 44.97% |
Ten Years | -999 |
YTD | 5.13% |
Since Inception | 92.77% |
Yearly Returns
2024 | 5.13% |
---|---|
2023 | 14.94% |
2022 | -16.75% |
2021 | 13.92% |
2020 | 14.73% |
2019 | 20.92% |
2018 | -7.31% |
2017 | 16.81% |
2016 | 7.90% |
2015 | -0.19% |
Risk against SP-DA
Alpha | -7.60% |
---|---|
Beta | 0.67 |
Correlation | 95.19% |
Downside Deviation | 2.46% |
Coefficient of determination | 90.62% |
Standard Deviation | 2.38% |
Sharpe Ratio | -2.08 |
Sortino | -6.95 |
Treynor | 17.91 |
Ulcer Index | 2.72 |
Ulcer Performance Index | -6.29 |