LTIUX
2035 Principal LifeTime-Inst
$13.02
-0.03 (-0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 1946.685M |
| 52 Week High | 13.05 |
| 52 Week Low | 10.653 |
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Key Data
| Symbol | LTIUX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 13.02 |
| Price Yesterday | 13.05 |
| Market Cap | 1,946.69 |
| YTD Return | 6.81% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.006 |
Overview
| 52 Week High | 13.05 |
|---|---|
| 52 Week Low | 10.65 |
| Market Cap | 1,946.69M |
| Shares Outstanding | 149.52M |
| Income Dividend Yield | 2.05% |
| Long Term Dividend Yield | 1.83% |
| Short Term Dividend Yield | 0.01% |
| 52 Week Yield (All) | 3.90% |
Returns Annualized
| One Day | -44.04% |
|---|---|
| Five Days | 79.43% |
| One Months | 21.56% |
| Three Months | 7.86% |
| Six Months | 16.66% |
| Nine Months | 24.82% |
| One Year | 15.08% |
| Three Years | 1.90% |
| Five Years | 7.63% |
| Ten Years | 6.95% |
| YTD | 13.63% |
| Since Inception | 6.71% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | 1.17% |
| One Month | 1.56% |
| Three Months | 1.88% |
| Six Months | 7.87% |
| Nine Months | 17.86% |
| One Year | 15.07% |
| Three Years | 5.79% |
| Five Years | 44.30% |
| Ten Years | 95.38% |
| YTD | 6.81% |
| Since Inception | 188.37% |
Yearly Returns
| 2024 | 6.81% |
|---|---|
| 2023 | 16.53% |
| 2022 | -17.47% |
| 2021 | 14.12% |
| 2020 | 15.76% |
| 2019 | 23.47% |
| 2018 | -7.34% |
| 2017 | 19.71% |
| 2016 | 5.32% |
| 2015 | -0.79% |
Risk against SP-DA
| Alpha | -7.28% |
|---|---|
| Beta | 0.73 |
| Correlation | 92.36% |
| Downside Deviation | 2.63% |
| Coefficient of determination | 85.31% |
| Standard Deviation | 2.53% |
| Sharpe Ratio | -1.55 |
| Sortino | -5.19 |
| Treynor | 13.34 |
| Ulcer Index | 2.91 |
| Ulcer Performance Index | -4.68 |