PLSSX
Principal LifeTime Strategic Income-R4
$10.91
-0.01 (-0.09%)
Currency in USD / Last Updated: 4/24/2024
| Category | Target Date |
|---|---|
| Market Cap | 789.419M |
| 52 Week High | 11.14 |
| 52 Week Low | 9.861 |
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Key Data
| Symbol | PLSSX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date |
| Price | 10.91 |
| Price Yesterday | 10.92 |
| Market Cap | 789.42 |
| YTD Return | 0.65% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.001 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.009 |
Overview
| 52 Week High | 11.14 |
|---|---|
| 52 Week Low | 9.86 |
| Market Cap | 789.42M |
| Shares Outstanding | 72.36M |
| Income Dividend Yield | 2.30% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.30% |
Returns Annualized
| One Day | -20.63% |
|---|---|
| Five Days | 38.37% |
| One Months | -17.96% |
| Three Months | 4.92% |
| Six Months | 20.45% |
| Nine Months | 5.79% |
| One Year | 6.53% |
| Three Years | -0.46% |
| Five Years | 3.03% |
| Ten Years | 3.13% |
| YTD | 2.08% |
| Since Inception | 4.00% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 0.65% |
| One Month | -1.71% |
| Three Months | 1.21% |
| Six Months | 9.66% |
| Nine Months | 4.33% |
| One Year | 6.52% |
| Three Years | -1.36% |
| Five Years | 16.09% |
| Ten Years | 35.95% |
| YTD | 0.65% |
| Since Inception | 126.07% |
Yearly Returns
| 2024 | 0.65% |
|---|---|
| 2023 | 10.48% |
| 2022 | -13.38% |
| 2021 | 4.05% |
| 2020 | 9.76% |
| 2019 | 12.42% |
| 2018 | -3.57% |
| 2017 | 8.34% |
| 2016 | 4.44% |
| 2015 | -1.21% |
Risk against SP-DA
| Alpha | -7.57% |
|---|---|
| Beta | 0.46 |
| Correlation | 89.80% |
| Downside Deviation | 1.68% |
| Coefficient of determination | 80.64% |
| Standard Deviation | 1.74% |
| Sharpe Ratio | -2.99 |
| Sortino | -10.71 |
| Treynor | 2.53 |
| Ulcer Index | 2.04 |
| Ulcer Performance Index | -8.85 |