PLTJX
2030 Principal LifeTime-J
$13.46
-0.03 (-0.22%)
Currency in USD / Last Updated: 4/19/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 5296.591M |
| 52 Week High | 14.04 |
| 52 Week Low | 11.81 |
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Key Data
| Symbol | PLTJX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 13.46 |
| Price Yesterday | 13.49 |
| Market Cap | 5,296.59 |
| YTD Return | 0.30% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.0015 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 14.04 |
|---|---|
| 52 Week Low | 11.81 |
| Market Cap | 5,296.59M |
| Shares Outstanding | 393.51M |
| Income Dividend Yield | 2.29% |
| Long Term Dividend Yield | 1.73% |
| Short Term Dividend Yield | 0.09% |
| 52 Week Yield (All) | 4.11% |
Returns Annualized
| One Day | -42.97% |
|---|---|
| Five Days | -59.00% |
| One Months | -27.93% |
| Three Months | 4.28% |
| Six Months | 25.82% |
| Nine Months | 5.54% |
| One Year | 9.18% |
| Three Years | 0.44% |
| Five Years | 6.07% |
| Ten Years | 6.07% |
| YTD | 0.99% |
| Since Inception | 6.80% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | -1.75% |
| One Month | -2.82% |
| Three Months | 1.05% |
| Six Months | 12.05% |
| Nine Months | 4.15% |
| One Year | 9.17% |
| Three Years | 1.32% |
| Five Years | 34.21% |
| Ten Years | 80.09% |
| YTD | 0.30% |
| Since Inception | 309.62% |
Yearly Returns
| 2024 | 0.30% |
|---|---|
| 2023 | 14.94% |
| 2022 | -17.00% |
| 2021 | 12.63% |
| 2020 | 14.58% |
| 2019 | 22.17% |
| 2018 | -7.53% |
| 2017 | 18.20% |
| 2016 | 5.63% |
| 2015 | -1.20% |
Risk against SP-DA
| Alpha | -6.86% |
|---|---|
| Beta | 0.66 |
| Correlation | 94.76% |
| Downside Deviation | 2.39% |
| Coefficient of determination | 89.79% |
| Standard Deviation | 2.39% |
| Sharpe Ratio | -1.49 |
| Sortino | -5.14 |
| Treynor | 5.74 |
| Ulcer Index | 2.74 |
| Ulcer Performance Index | -4.49 |