PPLIX
2050 Principal LifeTime-Inst
$16.62
0.20 (1.22%)
Currency in USD / Last Updated: 4/23/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 3111.214M |
| 52 Week High | 17.16 |
| 52 Week Low | 13.651 |
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Key Data
| Symbol | PPLIX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 16.62 |
| Price Yesterday | 16.42 |
| Market Cap | 3,111.21 |
| YTD Return | 4.27% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0067 |
Overview
| 52 Week High | 17.16 |
|---|---|
| 52 Week Low | 13.65 |
| Market Cap | 3,111.21M |
| Shares Outstanding | 187.20M |
| Income Dividend Yield | 1.62% |
| Long Term Dividend Yield | 2.59% |
| Short Term Dividend Yield | 0.02% |
| 52 Week Yield (All) | 4.23% |
Returns Annualized
| One Day | 2,019.84% |
|---|---|
| Five Days | 78.62% |
| One Months | -25.38% |
| Three Months | 18.50% |
| Six Months | 43.24% |
| Nine Months | 12.76% |
| One Year | 17.25% |
| Three Years | 2.82% |
| Five Years | 8.76% |
| Ten Years | 8.03% |
| YTD | 14.47% |
| Since Inception | 7.74% |
Returns Total
| One Day | 1.22% |
|---|---|
| Five Days | 1.16% |
| One Month | -2.41% |
| Three Months | 4.33% |
| Six Months | 19.49% |
| Nine Months | 9.46% |
| One Year | 17.23% |
| Three Years | 8.67% |
| Five Years | 52.09% |
| Ten Years | 116.18% |
| YTD | 4.27% |
| Since Inception | 358.48% |
Yearly Returns
| 2024 | 4.27% |
|---|---|
| 2023 | 20.40% |
| 2022 | -18.79% |
| 2021 | 17.12% |
| 2020 | 16.61% |
| 2019 | 26.65% |
| 2018 | -8.69% |
| 2017 | 22.12% |
| 2016 | 5.58% |
| 2015 | -0.74% |
Risk against SP-DA
| Alpha | -5.98% |
|---|---|
| Beta | 0.93 |
| Correlation | 97.12% |
| Downside Deviation | 2.97% |
| Coefficient of determination | 94.32% |
| Standard Deviation | 3.28% |
| Sharpe Ratio | -0.65 |
| Sortino | -2.48 |
| Treynor | 12.8 |
| Ulcer Index | 3.31 |
| Ulcer Performance Index | -2.22 |