Skip to main content
PHTTX

2020 Principal LifeTime Hybrid-Inst

$11.63 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category Target Date-2020s
Market Cap 526.454M
52 Week High 11.63
52 Week Low 10.128
Customize MutualFund.com

Log in or sign up to get started.

Key Data
Symbol PHTTX
Type Mutual Fund
Category Target Date-2020s
Price 11.63
Price Yesterday 11.63
Market Cap 526.45
YTD Return 3.84%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0038
Overview
52 Week High 11.63
52 Week Low 10.13
Market Cap 526.45M
Shares Outstanding 45.27M
Income Dividend Yield 2.89%
Long Term Dividend Yield 0.45%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 3.34%
Returns Annualized
One Day 0.00%
Five Days 18.98%
One Months 30.08%
Three Months 16.86%
Six Months 26.03%
Nine Months 12.05%
One Year 11.48%
Three Years 2.38%
Five Years 6.06%
Ten Years -999
YTD 16.86%
Since Inception 5.83%
Returns Total
One Day 0.00%
Five Days 0.35%
One Month 2.11%
Three Months 3.84%
Six Months 12.04%
Nine Months 8.80%
One Year 11.32%
Three Years 7.29%
Five Years 34.13%
Ten Years -999
YTD 3.84%
Since Inception 71.00%
Yearly Returns
2024 3.84%
2023 12.08%
2022 -14.35%
2021 9.95%
2020 12.62%
2019 17.17%
2018 -5.44%
2017 13.52%
2016 7.01%
2015 -0.23%
Risk against SP-DA
Alpha -7.33%
Beta 0.53
Correlation 93.63%
Downside Deviation 1.95%
Coefficient of determination 87.67%
Standard Deviation 1.89%
Sharpe Ratio -3.23
Sortino -10.82
Treynor 15.28
Ulcer Index 2.2
Ulcer Performance Index -9.62

Other "Target-Date 2020" Mutual Funds

SWCRX SWYLX FPIFX TRRBX WFLPX RRTBX WFOBX RRCTX RBCTX WDTDX GTZHX VTWNX FJAJX PTBPX TCLTX FHNDX TCWPX FIRWX JTTQX FSNOX FOGLX FDIFX PAIRX FIRVX JRLOX FIJLX RECTX PTBAX MMTWX FBCTX FLROX RDCTX TRRUX PTBSX TCWIX MFLJX FATKX FIWTX MMTTX SSBOX FLRMX DRIRX FAOTX AACTX WFLRX JLDAX TLWIX MFLGX NSFDX TRBRX PLWIX RHCTX FARVX PHTTX RCCTX MRTYX RACTX MRTAX TLWRX JHRVX JSYRX MFLAX FKIPX MRTSX STTRX PARBX JTTYX TRLAX FFFDX JTTAX FDAFX FDCFX AAAMX FDTFX JTTIX FIIVX JTTSX SSBNX JBSRX JLDIX TCWHX TLWHX