PPEAX
2050 Principal LifeTime-A
$17.23
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-2050s |
---|---|
Market Cap | 3208.036M |
52 Week High | 17.23 |
52 Week Low | 13.739 |
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Key Data
Symbol | PPEAX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 17.23 |
Price Yesterday | 17.23 |
Market Cap | 3,208.04 |
YTD Return | 7.42% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.055 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0104 |
Overview
52 Week High | 17.23 |
---|---|
52 Week Low | 13.74 |
Market Cap | 3,208.04M |
Shares Outstanding | 186.19M |
Income Dividend Yield | 1.24% |
Long Term Dividend Yield | 2.50% |
Short Term Dividend Yield | 0.02% |
52 Week Yield (All) | 3.76% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 9.19% |
One Months | 47.18% |
Three Months | 34.44% |
Six Months | 44.42% |
Nine Months | 20.70% |
One Year | 21.90% |
Three Years | 5.05% |
Five Years | 9.66% |
Ten Years | 7.94% |
YTD | 34.44% |
Since Inception | 7.00% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.17% |
One Month | 3.11% |
Three Months | 7.42% |
Six Months | 19.80% |
Nine Months | 14.97% |
One Year | 21.59% |
Three Years | 15.84% |
Five Years | 58.41% |
Ten Years | 114.22% |
YTD | 7.42% |
Since Inception | 246.54% |
Yearly Returns
2024 | 7.42% |
---|---|
2023 | 19.94% |
2022 | -19.12% |
2021 | 16.75% |
2020 | 16.16% |
2019 | 26.23% |
2018 | -9.07% |
2017 | 21.67% |
2016 | 5.19% |
2015 | -1.07% |
Risk against SP-DA
Alpha | -7.20% |
---|---|
Beta | 0.94 |
Correlation | 97.99% |
Downside Deviation | 2.96% |
Coefficient of determination | 96.01% |
Standard Deviation | 3.21% |
Sharpe Ratio | -0.81 |
Sortino | -3.05 |
Treynor | 21.51 |
Ulcer Index | 3.25 |
Ulcer Performance Index | -2.77 |