PLSIX
Principal LifeTime Strategic Income-Inst
$10.98
-0.01 (-0.09%)
Currency in USD / Last Updated: 4/24/2024
| Category | Target Date |
|---|---|
| Market Cap | 789.405M |
| 52 Week High | 11.21 |
| 52 Week Low | 9.913 |
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Key Data
| Symbol | PLSIX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date |
| Price | 10.98 |
| Price Yesterday | 10.99 |
| Market Cap | 789.41 |
| YTD Return | 0.73% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0053 |
Overview
| 52 Week High | 11.21 |
|---|---|
| 52 Week Low | 9.91 |
| Market Cap | 789.41M |
| Shares Outstanding | 71.89M |
| Income Dividend Yield | 2.57% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.57% |
Returns Annualized
| One Day | -20.52% |
|---|---|
| Five Days | 31.84% |
| One Months | -17.86% |
| Three Months | 5.27% |
| Six Months | 20.74% |
| Nine Months | 6.14% |
| One Year | 6.88% |
| Three Years | -0.11% |
| Five Years | 3.40% |
| Ten Years | 3.51% |
| YTD | 2.36% |
| Since Inception | 4.26% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 0.55% |
| One Month | -1.70% |
| Three Months | 1.29% |
| Six Months | 9.79% |
| Nine Months | 4.59% |
| One Year | 6.87% |
| Three Years | -0.33% |
| Five Years | 18.15% |
| Ten Years | 41.04% |
| YTD | 0.73% |
| Since Inception | 134.62% |
Yearly Returns
| 2024 | 0.73% |
|---|---|
| 2023 | 10.93% |
| 2022 | -13.10% |
| 2021 | 4.43% |
| 2020 | 10.19% |
| 2019 | 12.77% |
| 2018 | -3.15% |
| 2017 | 8.73% |
| 2016 | 4.79% |
| 2015 | -0.87% |
Risk against SP-DA
| Alpha | -7.17% |
|---|---|
| Beta | 0.45 |
| Correlation | 90.15% |
| Downside Deviation | 1.67% |
| Coefficient of determination | 81.27% |
| Standard Deviation | 1.72% |
| Sharpe Ratio | -2.96 |
| Sortino | -10.58 |
| Treynor | 3.31 |
| Ulcer Index | 1.99 |
| Ulcer Performance Index | -8.88 |