PLTZX
2060 Principal LifeTime-Inst
$16.66
0.00 (0.00%)
Currency in USD / Last Updated: 4/26/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 960.547M |
| 52 Week High | 17.25 |
| 52 Week Low | 13.718 |
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Key Data
| Symbol | PLTZX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 16.66 |
| Price Yesterday | 16.66 |
| Market Cap | 960.55 |
| YTD Return | 4.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0067 |
Overview
| 52 Week High | 17.25 |
|---|---|
| 52 Week Low | 13.72 |
| Market Cap | 960.55M |
| Shares Outstanding | 57.66M |
| Income Dividend Yield | 1.61% |
| Long Term Dividend Yield | 2.35% |
| Short Term Dividend Yield | 0.01% |
| 52 Week Yield (All) | 3.96% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 157.95% |
| One Months | -24.33% |
| Three Months | 13.82% |
| Six Months | 46.13% |
| Nine Months | 11.49% |
| One Year | 19.05% |
| Three Years | 2.71% |
| Five Years | 8.90% |
| Ten Years | 8.25% |
| YTD | 12.97% |
| Since Inception | 9.11% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.90% |
| One Month | -2.40% |
| Three Months | 3.29% |
| Six Months | 20.68% |
| Nine Months | 8.53% |
| One Year | 19.03% |
| Three Years | 8.36% |
| Five Years | 53.03% |
| Ten Years | 120.66% |
| YTD | 4.00% |
| Since Inception | 163.82% |
Yearly Returns
| 2024 | 4.00% |
|---|---|
| 2023 | 20.41% |
| 2022 | -18.82% |
| 2021 | 18.15% |
| 2020 | 16.63% |
| 2019 | 27.53% |
| 2018 | -9.23% |
| 2017 | 22.70% |
| 2016 | 5.68% |
| 2015 | -0.80% |
Risk against SP-DA
| Alpha | -7.08% |
|---|---|
| Beta | 0.93 |
| Correlation | 97.64% |
| Downside Deviation | 2.96% |
| Coefficient of determination | 95.33% |
| Standard Deviation | 3.24% |
| Sharpe Ratio | -0.78 |
| Sortino | -2.94 |
| Treynor | 14.73 |
| Ulcer Index | 3.32 |
| Ulcer Performance Index | -2.62 |