PLSPX
Principal LifeTime Strategic Income-R5
$10.98
-0.01 (-0.09%)
Currency in USD / Last Updated: 4/24/2024
Category | Target Date |
---|---|
Market Cap | 789.405M |
52 Week High | 11.22 |
52 Week Low | 9.924 |
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Key Data
Symbol | PLSPX |
---|---|
Type | Mutual Fund |
Category | Target Date |
Price | 10.98 |
Price Yesterday | 10.99 |
Market Cap | 789.41 |
YTD Return | 0.64% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0078 |
Overview
52 Week High | 11.22 |
---|---|
52 Week Low | 9.92 |
Market Cap | 789.41M |
Shares Outstanding | 71.89M |
Income Dividend Yield | 2.37% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.37% |
Returns Annualized
One Day | -20.52% |
---|---|
Five Days | 31.84% |
One Months | -17.86% |
Three Months | 4.88% |
Six Months | 20.50% |
Nine Months | 5.73% |
One Year | 6.66% |
Three Years | -0.36% |
Five Years | 3.14% |
Ten Years | 3.24% |
YTD | 2.06% |
Since Inception | 4.14% |
Returns Total
One Day | -0.09% |
---|---|
Five Days | 0.55% |
One Month | -1.70% |
Three Months | 1.20% |
Six Months | 9.68% |
Nine Months | 4.28% |
One Year | 6.65% |
Three Years | -1.07% |
Five Years | 16.67% |
Ten Years | 37.51% |
YTD | 0.64% |
Since Inception | 132.09% |
Yearly Returns
2024 | 0.64% |
---|---|
2023 | 10.71% |
2022 | -13.40% |
2021 | 4.23% |
2020 | 9.91% |
2019 | 12.48% |
2018 | -3.39% |
2017 | 8.50% |
2016 | 4.50% |
2015 | -1.07% |
Risk against SP-DA
Alpha | -7.48% |
---|---|
Beta | 0.46 |
Correlation | 89.75% |
Downside Deviation | 1.68% |
Coefficient of determination | 80.54% |
Standard Deviation | 1.75% |
Sharpe Ratio | -2.95 |
Sortino | -10.66 |
Treynor | 2.8 |
Ulcer Index | 2.02 |
Ulcer Performance Index | -8.86 |