PLTMX
2060 Principal LifeTime-R4
$16.21
-0.03 (-0.18%)
Currency in USD / Last Updated: 4/18/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 946.007M |
| 52 Week High | 17.04 |
| 52 Week Low | 13.571 |
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Key Data
| Symbol | PLTMX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 16.21 |
| Price Yesterday | 16.24 |
| Market Cap | 946.01 |
| YTD Return | 2.34% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.001 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 17.04 |
|---|---|
| 52 Week Low | 13.57 |
| Market Cap | 946.01M |
| Shares Outstanding | 58.36M |
| Income Dividend Yield | 1.34% |
| Long Term Dividend Yield | 2.41% |
| Short Term Dividend Yield | 0.01% |
| 52 Week Yield (All) | 3.76% |
Returns Annualized
| One Day | -37.28% |
|---|---|
| Five Days | -83.03% |
| One Months | -27.94% |
| Three Months | 16.00% |
| Six Months | 31.76% |
| Nine Months | 9.31% |
| One Year | 14.51% |
| Three Years | 1.98% |
| Five Years | 8.36% |
| Ten Years | 7.65% |
| YTD | 8.08% |
| Since Inception | 8.59% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | -3.45% |
| One Month | -2.82% |
| Three Months | 3.78% |
| Six Months | 14.65% |
| Nine Months | 6.93% |
| One Year | 14.49% |
| Three Years | 6.04% |
| Five Years | 49.28% |
| Ten Years | 108.73% |
| YTD | 2.34% |
| Since Inception | 149.77% |
Yearly Returns
| 2024 | 2.34% |
|---|---|
| 2023 | 19.95% |
| 2022 | -19.12% |
| 2021 | 17.70% |
| 2020 | 16.22% |
| 2019 | 27.08% |
| 2018 | -9.53% |
| 2017 | 22.33% |
| 2016 | 5.17% |
| 2015 | -1.05% |
Risk against SP-DA
| Alpha | -6.88% |
|---|---|
| Beta | 0.93 |
| Correlation | 97.94% |
| Downside Deviation | 2.99% |
| Coefficient of determination | 95.93% |
| Standard Deviation | 3.24% |
| Sharpe Ratio | -0.71 |
| Sortino | -2.68 |
| Treynor | 9.78 |
| Ulcer Index | 3.32 |
| Ulcer Performance Index | -2.42 |