LTSTX
2025 Principal LifeTime-Inst
$11.38
-0.01 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 1585.427M |
| 52 Week High | 11.39 |
| 52 Week Low | 9.638 |
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Key Data
| Symbol | LTSTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 11.38 |
| Price Yesterday | 11.39 |
| Market Cap | 1,585.43 |
| YTD Return | 5.47% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0056 |
Overview
| 52 Week High | 11.39 |
|---|---|
| 52 Week Low | 9.64 |
| Market Cap | 1,585.43M |
| Shares Outstanding | 139.32M |
| Income Dividend Yield | 2.50% |
| Long Term Dividend Yield | 1.50% |
| Short Term Dividend Yield | 0.04% |
| 52 Week Yield (All) | 4.04% |
Returns Annualized
| One Day | -19.87% |
|---|---|
| Five Days | 78.54% |
| One Months | 19.55% |
| Three Months | 7.48% |
| Six Months | 13.35% |
| Nine Months | 20.58% |
| One Year | 12.60% |
| Three Years | 1.23% |
| Five Years | 6.17% |
| Ten Years | 5.91% |
| YTD | 10.88% |
| Since Inception | 5.95% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 1.16% |
| One Month | 1.43% |
| Three Months | 1.79% |
| Six Months | 6.36% |
| Nine Months | 14.88% |
| One Year | 12.58% |
| Three Years | 3.71% |
| Five Years | 34.80% |
| Ten Years | 77.31% |
| YTD | 5.47% |
| Since Inception | 156.83% |
Yearly Returns
| 2024 | 5.47% |
|---|---|
| 2023 | 13.30% |
| 2022 | -15.22% |
| 2021 | 10.95% |
| 2020 | 13.73% |
| 2019 | 20.48% |
| 2018 | -6.40% |
| 2017 | 16.76% |
| 2016 | 6.02% |
| 2015 | -1.18% |
Risk against SP-DA
| Alpha | -6.72% |
|---|---|
| Beta | 0.6 |
| Correlation | 92.17% |
| Downside Deviation | 2.24% |
| Coefficient of determination | 84.96% |
| Standard Deviation | 2.08% |
| Sharpe Ratio | -2.23 |
| Sortino | -7.2 |
| Treynor | 12.09 |
| Ulcer Index | 2.41 |
| Ulcer Performance Index | -6.7 |