PTCSX
2030 Principal LifeTime-R4
$14.19
-0.03 (-0.21%)
Currency in USD / Last Updated: 4/18/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 5306.606M |
| 52 Week High | 14.77 |
| 52 Week Low | 12.437 |
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Key Data
| Symbol | PTCSX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 14.19 |
| Price Yesterday | 14.22 |
| Market Cap | 5,306.61 |
| YTD Return | 0.42% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.001 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0095 |
Overview
| 52 Week High | 14.77 |
|---|---|
| 52 Week Low | 12.44 |
| Market Cap | 5,306.61M |
| Shares Outstanding | 373.97M |
| Income Dividend Yield | 1.95% |
| Long Term Dividend Yield | 1.64% |
| Short Term Dividend Yield | 0.09% |
| 52 Week Yield (All) | 3.68% |
Returns Annualized
| One Day | -41.30% |
|---|---|
| Five Days | -70.75% |
| One Months | -23.78% |
| Three Months | 7.38% |
| Six Months | 24.18% |
| Nine Months | 5.86% |
| One Year | 9.11% |
| Three Years | 0.17% |
| Five Years | 5.90% |
| Ten Years | 5.89% |
| YTD | 1.44% |
| Since Inception | 6.34% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | -2.41% |
| One Month | -2.34% |
| Three Months | 1.79% |
| Six Months | 11.33% |
| Nine Months | 4.38% |
| One Year | 9.10% |
| Three Years | 0.52% |
| Five Years | 33.06% |
| Ten Years | 77.02% |
| YTD | 0.42% |
| Since Inception | 258.70% |
Yearly Returns
| 2024 | 0.42% |
|---|---|
| 2023 | 14.67% |
| 2022 | -17.15% |
| 2021 | 12.43% |
| 2020 | 14.22% |
| 2019 | 22.01% |
| 2018 | -7.75% |
| 2017 | 17.95% |
| 2016 | 5.43% |
| 2015 | -1.29% |
Risk against SP-DA
| Alpha | -7.51% |
|---|---|
| Beta | 0.66 |
| Correlation | 93.14% |
| Downside Deviation | 2.41% |
| Coefficient of determination | 86.75% |
| Standard Deviation | 2.39% |
| Sharpe Ratio | -1.62 |
| Sortino | -5.56 |
| Treynor | 5.7 |
| Ulcer Index | 2.75 |
| Ulcer Performance Index | -4.87 |