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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

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