PTCPX
2030 Principal LifeTime-R5
$13.96
0.02 (0.14%)
Currency in USD / Last Updated: 5/7/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 5450.975M |
| 52 Week High | 14.08 |
| 52 Week Low | 11.853 |
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Key Data
| Symbol | PTCPX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 13.96 |
| Price Yesterday | 13.94 |
| Market Cap | 5,450.98 |
| YTD Return | 3.64% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 14.08 |
|---|---|
| 52 Week Low | 11.85 |
| Market Cap | 5,450.98M |
| Shares Outstanding | 390.47M |
| Income Dividend Yield | 2.10% |
| Long Term Dividend Yield | 1.67% |
| Short Term Dividend Yield | 0.09% |
| 52 Week Yield (All) | 3.86% |
Returns Annualized
| One Day | 43.57% |
|---|---|
| Five Days | 246.92% |
| One Months | 0.82% |
| Three Months | 11.88% |
| Six Months | 28.04% |
| Nine Months | 12.33% |
| One Year | 12.76% |
| Three Years | 0.99% |
| Five Years | 6.79% |
| Ten Years | 6.30% |
| YTD | 10.79% |
| Since Inception | 6.78% |
Returns Total
| One Day | 0.14% |
|---|---|
| Five Days | 2.50% |
| One Month | 0.07% |
| Three Months | 2.80% |
| Six Months | 12.92% |
| Nine Months | 9.11% |
| One Year | 12.74% |
| Three Years | 3.00% |
| Five Years | 38.81% |
| Ten Years | 84.02% |
| YTD | 3.64% |
| Since Inception | 291.91% |
Yearly Returns
| 2024 | 3.64% |
|---|---|
| 2023 | 14.85% |
| 2022 | -17.07% |
| 2021 | 12.56% |
| 2020 | 14.42% |
| 2019 | 22.09% |
| 2018 | -7.68% |
| 2017 | 18.21% |
| 2016 | 5.52% |
| 2015 | -1.21% |
Risk against SP-DA
| Alpha | -7.21% |
|---|---|
| Beta | 0.66 |
| Correlation | 92.23% |
| Downside Deviation | 2.41% |
| Coefficient of determination | 85.06% |
| Standard Deviation | 2.41% |
| Sharpe Ratio | -1.75 |
| Sortino | -6.08 |
| Treynor | 11.14 |
| Ulcer Index | 2.79 |
| Ulcer Performance Index | -5.24 |