LTFIX
2055 Principal LifeTime-Inst
$16.37
-0.04 (-0.24%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 1079.333M |
| 52 Week High | 16.42 |
| 52 Week Low | 12.829 |
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Key Data
| Symbol | LTFIX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 16.37 |
| Price Yesterday | 16.41 |
| Market Cap | 1,079.33 |
| YTD Return | 9.35% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0067 |
Overview
| 52 Week High | 16.42 |
|---|---|
| 52 Week Low | 12.83 |
| Market Cap | 1,079.33M |
| Shares Outstanding | 65.93M |
| Income Dividend Yield | 1.53% |
| Long Term Dividend Yield | 2.27% |
| Short Term Dividend Yield | 0.01% |
| 52 Week Yield (All) | 3.81% |
Returns Annualized
| One Day | -45.97% |
|---|---|
| Five Days | 80.21% |
| One Months | 23.34% |
| Three Months | 8.64% |
| Six Months | 22.60% |
| Nine Months | 30.56% |
| One Year | 18.91% |
| Three Years | 3.52% |
| Five Years | 9.53% |
| Ten Years | 8.20% |
| YTD | 18.94% |
| Since Inception | 7.47% |
Returns Total
| One Day | -0.24% |
|---|---|
| Five Days | 1.17% |
| One Month | 1.68% |
| Three Months | 2.06% |
| Six Months | 10.53% |
| Nine Months | 21.85% |
| One Year | 18.89% |
| Three Years | 10.89% |
| Five Years | 57.48% |
| Ten Years | 119.53% |
| YTD | 9.35% |
| Since Inception | 224.16% |
Yearly Returns
| 2024 | 9.35% |
|---|---|
| 2023 | 20.38% |
| 2022 | -18.85% |
| 2021 | 17.77% |
| 2020 | 16.51% |
| 2019 | 27.24% |
| 2018 | -9.00% |
| 2017 | 22.52% |
| 2016 | 5.72% |
| 2015 | -0.76% |
Risk against SP-DA
| Alpha | -7.37% |
|---|---|
| Beta | 0.9 |
| Correlation | 93.23% |
| Downside Deviation | 2.91% |
| Coefficient of determination | 86.91% |
| Standard Deviation | 3.09% |
| Sharpe Ratio | -0.92 |
| Sortino | -3.37 |
| Treynor | 15.1 |
| Ulcer Index | 3.35 |
| Ulcer Performance Index | -2.93 |