LTINX
2015 Principal LifeTime-Inst
$8.68
-0.01 (-0.12%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 243.589M |
| 52 Week High | 8.69 |
| 52 Week Low | 7.56 |
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Key Data
| Symbol | LTINX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 8.68 |
| Price Yesterday | 8.69 |
| Market Cap | 243.59 |
| YTD Return | 4.20% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0053 |
Overview
| 52 Week High | 8.69 |
|---|---|
| 52 Week Low | 7.56 |
| Market Cap | 243.59M |
| Shares Outstanding | 28.06M |
| Income Dividend Yield | 2.93% |
| Long Term Dividend Yield | 1.63% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.56% |
Returns Annualized
| One Day | -25.21% |
|---|---|
| Five Days | 69.19% |
| One Months | 15.74% |
| Three Months | 6.84% |
| Six Months | 10.34% |
| Nine Months | 17.09% |
| One Year | 10.64% |
| Three Years | 0.59% |
| Five Years | 4.68% |
| Ten Years | 4.68% |
| YTD | 8.31% |
| Since Inception | 5.06% |
Returns Total
| One Day | -0.12% |
|---|---|
| Five Days | 1.05% |
| One Month | 1.17% |
| Three Months | 1.64% |
| Six Months | 4.96% |
| Nine Months | 12.41% |
| One Year | 10.63% |
| Three Years | 1.77% |
| Five Years | 25.62% |
| Ten Years | 57.79% |
| YTD | 4.20% |
| Since Inception | 123.83% |
Yearly Returns
| 2024 | 4.20% |
|---|---|
| 2023 | 11.17% |
| 2022 | -13.61% |
| 2021 | 7.45% |
| 2020 | 11.89% |
| 2019 | 16.28% |
| 2018 | -4.70% |
| 2017 | 13.18% |
| 2016 | 5.56% |
| 2015 | -1.20% |
Risk against SP-DA
| Alpha | -6.41% |
|---|---|
| Beta | 0.5 |
| Correlation | 90.95% |
| Downside Deviation | 1.89% |
| Coefficient of determination | 82.73% |
| Standard Deviation | 1.77% |
| Sharpe Ratio | -2.95 |
| Sortino | -9.57 |
| Treynor | 10.52 |
| Ulcer Index | 2.05 |
| Ulcer Performance Index | -8.81 |