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PTDSX

2040 Principal LifeTime-R4

$15.92 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category Target Date-2040s
Market Cap 4643.864M
52 Week High 15.92
52 Week Low 12.99
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Key Data
Symbol PTDSX
Type Mutual Fund
Category Target Date-2040s
Price 15.92
Price Yesterday 15.92
Market Cap 4,643.86
YTD Return 6.20%
Expense Details
Deferred 0
12b-1 0.001
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0101
Overview
52 Week High 15.92
52 Week Low 12.99
Market Cap 4,643.86M
Shares Outstanding 291.70M
Income Dividend Yield 1.56%
Long Term Dividend Yield 2.26%
Short Term Dividend Yield 0.05%
52 Week Yield (All) 3.87%
Returns Annualized
One Day 0.00%
Five Days 13.53%
One Months 42.40%
Three Months 28.26%
Six Months 39.27%
Nine Months 18.08%
One Year 18.88%
Three Years 4.07%
Five Years 8.67%
Ten Years 7.30%
YTD 28.26%
Since Inception 7.36%
Returns Total
One Day 0.00%
Five Days 0.25%
One Month 2.84%
Three Months 6.20%
Six Months 17.68%
Nine Months 13.11%
One Year 18.61%
Three Years 12.65%
Five Years 51.42%
Ten Years 101.90%
YTD 6.20%
Since Inception 335.45%
Yearly Returns
2024 6.20%
2023 17.84%
2022 -18.38%
2021 14.92%
2020 15.69%
2019 24.53%
2018 -8.25%
2017 20.20%
2016 5.06%
2015 -1.17%
Risk against SP-DA
Alpha -7.28%
Beta 0.82
Correlation 97.18%
Downside Deviation 2.76%
Coefficient of determination 94.45%
Standard Deviation 2.84%
Sharpe Ratio -1.27
Sortino -4.53
Treynor 20.33
Ulcer Index 3.02
Ulcer Performance Index -4.15

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