PHTTX
2020 Principal LifeTime Hybrid-Inst
$11.87
-0.01 (-0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 527.984M |
| 52 Week High | 11.88 |
| 52 Week Low | 10.128 |
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Key Data
| Symbol | PHTTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 11.87 |
| Price Yesterday | 11.88 |
| Market Cap | 527.98 |
| YTD Return | 5.98% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0037 |
Overview
| 52 Week High | 11.88 |
|---|---|
| 52 Week Low | 10.13 |
| Market Cap | 527.98M |
| Shares Outstanding | 44.48M |
| Income Dividend Yield | 2.83% |
| Long Term Dividend Yield | 0.44% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.27% |
Returns Annualized
| One Day | -19.14% |
|---|---|
| Five Days | 81.95% |
| One Months | 22.57% |
| Three Months | 10.98% |
| Six Months | 14.20% |
| Nine Months | 20.15% |
| One Year | 12.39% |
| Three Years | 1.53% |
| Five Years | 5.81% |
| Ten Years | -999 |
| YTD | 11.93% |
| Since Inception | 5.89% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 1.19% |
| One Month | 1.63% |
| Three Months | 2.59% |
| Six Months | 6.74% |
| Nine Months | 14.58% |
| One Year | 12.37% |
| Three Years | 4.65% |
| Five Years | 32.55% |
| Ten Years | -999 |
| YTD | 5.98% |
| Since Inception | 74.56% |
Yearly Returns
| 2024 | 5.98% |
|---|---|
| 2023 | 12.08% |
| 2022 | -14.35% |
| 2021 | 9.95% |
| 2020 | 12.62% |
| 2019 | 17.17% |
| 2018 | -5.44% |
| 2017 | 13.52% |
| 2016 | 7.01% |
| 2015 | -0.23% |
Risk against SP-DA
| Alpha | -6.01% |
|---|---|
| Beta | 0.56 |
| Correlation | 93.23% |
| Downside Deviation | 2.05% |
| Coefficient of determination | 86.91% |
| Standard Deviation | 1.92% |
| Sharpe Ratio | -2.45 |
| Sortino | -7.95 |
| Treynor | 12.56 |
| Ulcer Index | 2.28 |
| Ulcer Performance Index | -7.17 |