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PTASX

2010 Principal LifeTime-R4\Disc

$10.89 0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
Category Target Date
Market Cap 498.694M
52 Week High 11.51
52 Week Low 10.65
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Key Data
Symbol PTASX
Type Mutual Fund
Category Target Date
Price 10.89
Price Yesterday 10.89
Market Cap 498.69
YTD Return 2.25%
Expense Details
Deferred 0
12b-1 0.001
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.009
Overview
52 Week High 11.51
52 Week Low 10.65
Market Cap 498.69M
Shares Outstanding 45.79M
Income Dividend Yield 0.00%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 0.00%
Returns Annualized
One Day 0.00%
Five Days 0.00%
One Months 0.00%
Three Months 0.00%
Six Months -3.55%
Nine Months 0.37%
One Year 0.56%
Three Years -6.90%
Five Years -4.15%
Ten Years -1.50%
YTD 2.96%
Since Inception 0.38%
Returns Total
One Day 0.00%
Five Days 0.00%
One Month 0.00%
Three Months 0.00%
Six Months -1.80%
Nine Months 0.28%
One Year 0.55%
Three Years -19.21%
Five Years -19.03%
Ten Years -13.98%
YTD 2.25%
Since Inception 7.93%
Yearly Returns
2023 2.25%
2022 -17.89%
2021 -1.67%
2020 3.61%
2019 6.80%
2018 -11.57%
2017 5.89%
2016 1.03%
2015 -5.83%
2014 2.69%
Risk against SP-DA
Alpha -8.26%
Beta 0.25
Correlation 55.62%
Downside Deviation 3.15%
Coefficient of determination 30.93%
Standard Deviation 2.16%
Sharpe Ratio -2.77
Sortino -6.58
Treynor -16.13
Ulcer Index 4.56
Ulcer Performance Index -4.54

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