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PTBPX

2020 Principal LifeTime-R5

$12.34 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category Target Date-2020s
Market Cap 2498.307M
52 Week High 12.34
52 Week Low 10.754
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Key Data
Symbol PTBPX
Type Mutual Fund
Category Target Date-2020s
Price 12.34
Price Yesterday 12.34
Market Cap 2,498.31
YTD Return 3.44%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0079
Overview
52 Week High 12.34
52 Week Low 10.75
Market Cap 2,498.31M
Shares Outstanding 202.46M
Income Dividend Yield 2.55%
Long Term Dividend Yield 2.16%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 4.71%
Returns Annualized
One Day 0.00%
Five Days 17.80%
One Months 28.11%
Three Months 15.00%
Six Months 25.65%
Nine Months 11.76%
One Year 11.26%
Three Years 1.91%
Five Years 5.69%
Ten Years 5.23%
YTD 15.00%
Since Inception 6.04%
Returns Total
One Day 0.00%
Five Days 0.33%
One Month 1.98%
Three Months 3.44%
Six Months 11.88%
Nine Months 8.59%
One Year 11.11%
Three Years 5.81%
Five Years 31.75%
Ten Years 66.24%
YTD 3.44%
Since Inception 237.07%
Yearly Returns
2024 3.44%
2023 11.93%
2022 -14.59%
2021 8.78%
2020 12.50%
2019 18.05%
2018 -5.92%
2017 14.65%
2016 5.55%
2015 -1.38%
Risk against SP-DA
Alpha -7.47%
Beta 0.52
Correlation 93.12%
Downside Deviation 1.98%
Coefficient of determination 86.71%
Standard Deviation 1.89%
Sharpe Ratio -3.28
Sortino -10.81
Treynor 14.9
Ulcer Index 2.19
Ulcer Performance Index -9.78

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