PTCAX
2030 Principal LifeTime-A
$13.76
-0.01 (-0.07%)
Currency in USD / Last Updated: 4/24/2024
Category | Target Date-2030s |
---|---|
Market Cap | 5371.161M |
52 Week High | 14.15 |
52 Week Low | 11.915 |
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Key Data
Symbol | PTCAX |
---|---|
Type | Mutual Fund |
Category | Target Date-2030s |
Price | 13.76 |
Price Yesterday | 13.77 |
Market Cap | 5,371.16 |
YTD Return | 1.62% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.055 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0094 |
Overview
52 Week High | 14.15 |
---|---|
52 Week Low | 11.92 |
Market Cap | 5,371.16M |
Shares Outstanding | 390.35M |
Income Dividend Yield | 2.03% |
Long Term Dividend Yield | 1.69% |
Short Term Dividend Yield | 0.09% |
52 Week Yield (All) | 3.81% |
Returns Annualized
One Day | -16.74% |
---|---|
Five Days | 61.43% |
One Months | -22.54% |
Three Months | 8.90% |
Six Months | 29.45% |
Nine Months | 7.80% |
One Year | 10.32% |
Three Years | 0.55% |
Five Years | 6.10% |
Ten Years | 5.97% |
YTD | 5.28% |
Since Inception | 5.89% |
Returns Total
One Day | -0.07% |
---|---|
Five Days | 0.95% |
One Month | -2.20% |
Three Months | 2.15% |
Six Months | 13.64% |
Nine Months | 5.82% |
One Year | 10.31% |
Three Years | 1.67% |
Five Years | 34.38% |
Ten Years | 78.42% |
YTD | 1.62% |
Since Inception | 187.33% |
Yearly Returns
2024 | 1.62% |
---|---|
2023 | 14.75% |
2022 | -17.16% |
2021 | 12.42% |
2020 | 14.27% |
2019 | 21.97% |
2018 | -7.77% |
2017 | 18.02% |
2016 | 5.41% |
2015 | -1.28% |
Risk against SP-DA
Alpha | -7.75% |
---|---|
Beta | 0.66 |
Correlation | 93.53% |
Downside Deviation | 2.38% |
Coefficient of determination | 87.47% |
Standard Deviation | 2.43% |
Sharpe Ratio | -1.69 |
Sortino | -5.96 |
Treynor | 7.46 |
Ulcer Index | 2.78 |
Ulcer Performance Index | -5.11 |