PALTX
Principal LifeTime Strategic Income-A
$11.46
-0.02 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date |
|---|---|
| Market Cap | 792.048M |
| 52 Week High | 11.48 |
| 52 Week Low | 10.042 |
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Key Data
| Symbol | PALTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date |
| Price | 11.46 |
| Price Yesterday | 11.48 |
| Market Cap | 792.05 |
| YTD Return | 3.90% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0375 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0088 |
Overview
| 52 Week High | 11.48 |
|---|---|
| 52 Week Low | 10.04 |
| Market Cap | 792.05M |
| Shares Outstanding | 69.11M |
| Income Dividend Yield | 2.19% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.19% |
Returns Annualized
| One Day | -35.59% |
|---|---|
| Five Days | 62.68% |
| One Months | 15.48% |
| Three Months | 6.65% |
| Six Months | 9.70% |
| Nine Months | 16.44% |
| One Year | 10.07% |
| Three Years | 0.08% |
| Five Years | 3.23% |
| Ten Years | 3.25% |
| YTD | 7.70% |
| Since Inception | 3.45% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.97% |
| One Month | 1.15% |
| Three Months | 1.60% |
| Six Months | 4.66% |
| Nine Months | 11.95% |
| One Year | 10.05% |
| Three Years | 0.24% |
| Five Years | 17.17% |
| Ten Years | 37.53% |
| YTD | 3.90% |
| Since Inception | 88.18% |
Yearly Returns
| 2024 | 3.90% |
|---|---|
| 2023 | 10.49% |
| 2022 | -13.44% |
| 2021 | 4.13% |
| 2020 | 9.71% |
| 2019 | 12.42% |
| 2018 | -3.46% |
| 2017 | 8.28% |
| 2016 | 4.47% |
| 2015 | -1.23% |
Risk against SP-DA
| Alpha | -6.82% |
|---|---|
| Beta | 0.49 |
| Correlation | 90.49% |
| Downside Deviation | 1.84% |
| Coefficient of determination | 81.88% |
| Standard Deviation | 1.75% |
| Sharpe Ratio | -3.07 |
| Sortino | -10.13 |
| Treynor | 9.51 |
| Ulcer Index | 2.06 |
| Ulcer Performance Index | -9.07 |