PMTIX
2030 Principal LifeTime-Inst
$14.09
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-2030s |
---|---|
Market Cap | 5548.896M |
52 Week High | 14.09 |
52 Week Low | 11.852 |
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Key Data
Symbol | PMTIX |
---|---|
Type | Mutual Fund |
Category | Target Date-2030s |
Price | 14.09 |
Price Yesterday | 14.09 |
Market Cap | 5,548.90 |
YTD Return | 4.53% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0058 |
Overview
52 Week High | 14.09 |
---|---|
52 Week Low | 11.85 |
Market Cap | 5,548.90M |
Shares Outstanding | 393.82M |
Income Dividend Yield | 2.33% |
Long Term Dividend Yield | 1.65% |
Short Term Dividend Yield | 0.09% |
52 Week Yield (All) | 4.07% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 15.42% |
One Months | 33.61% |
Three Months | 20.08% |
Six Months | 32.60% |
Nine Months | 14.86% |
One Year | 14.82% |
Three Years | 3.08% |
Five Years | 7.52% |
Ten Years | 6.65% |
YTD | 20.08% |
Since Inception | 7.44% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.28% |
One Month | 2.32% |
Three Months | 4.53% |
Six Months | 14.88% |
Nine Months | 10.81% |
One Year | 14.62% |
Three Years | 9.47% |
Five Years | 43.54% |
Ten Years | 90.07% |
YTD | 4.53% |
Since Inception | 363.33% |
Yearly Returns
2024 | 4.53% |
---|---|
2023 | 15.13% |
2022 | -16.80% |
2021 | 12.76% |
2020 | 14.76% |
2019 | 22.40% |
2018 | -7.43% |
2017 | 18.42% |
2016 | 5.89% |
2015 | -0.94% |
Risk against SP-DA
Alpha | -7.61% |
---|---|
Beta | 0.67 |
Correlation | 95.08% |
Downside Deviation | 2.47% |
Coefficient of determination | 90.41% |
Standard Deviation | 2.38% |
Sharpe Ratio | -2.09 |
Sortino | -6.96 |
Treynor | 17.87 |
Ulcer Index | 2.67 |
Ulcer Performance Index | -6.43 |