PLWIX
2020 Principal LifeTime-Inst
$12.03
-0.03 (-0.25%)
Currency in USD / Last Updated: 4/18/2024
Category | Target Date-2020s |
---|---|
Market Cap | 2386.896M |
52 Week High | 12.42 |
52 Week Low | 10.805 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | PLWIX |
---|---|
Type | Mutual Fund |
Category | Target Date-2020s |
Price | 12.03 |
Price Yesterday | 12.06 |
Market Cap | 2,386.90 |
YTD Return | 0.25% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0054 |
Overview
52 Week High | 12.42 |
---|---|
52 Week Low | 10.81 |
Market Cap | 2,386.90M |
Shares Outstanding | 198.41M |
Income Dividend Yield | 2.88% |
Long Term Dividend Yield | 2.22% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.10% |
Returns Annualized
One Day | -46.65% |
---|---|
Five Days | -59.92% |
One Months | -18.76% |
Three Months | 5.51% |
Six Months | 20.33% |
Nine Months | 5.36% |
One Year | 7.38% |
Three Years | 0.18% |
Five Years | 5.00% |
Ten Years | 5.20% |
YTD | 0.84% |
Since Inception | 6.53% |
Returns Total
One Day | -0.25% |
---|---|
Five Days | -1.80% |
One Month | -1.80% |
Three Months | 1.35% |
Six Months | 9.60% |
Nine Months | 4.01% |
One Year | 7.37% |
Three Years | 0.55% |
Five Years | 27.54% |
Ten Years | 65.91% |
YTD | 0.25% |
Since Inception | 290.46% |
Yearly Returns
2024 | 0.25% |
---|---|
2023 | 12.24% |
2022 | -14.35% |
2021 | 9.09% |
2020 | 12.73% |
2019 | 18.38% |
2018 | -5.71% |
2017 | 14.97% |
2016 | 5.83% |
2015 | -1.18% |
Risk against SP-DA
Alpha | -6.78% |
---|---|
Beta | 0.51 |
Correlation | 90.46% |
Downside Deviation | 1.89% |
Coefficient of determination | 81.82% |
Standard Deviation | 1.93% |
Sharpe Ratio | -2.27 |
Sortino | -8.01 |
Treynor | 3.91 |
Ulcer Index | 2.2 |
Ulcer Performance Index | -6.89 |