PLSIX
Principal LifeTime Strategic Income-Inst
$11.35
-0.01 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date |
|---|---|
| Market Cap | 792.102M |
| 52 Week High | 11.36 |
| 52 Week Low | 9.913 |
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Key Data
| Symbol | PLSIX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date |
| Price | 11.35 |
| Price Yesterday | 11.36 |
| Market Cap | 792.10 |
| YTD Return | 4.13% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.005 |
Overview
| 52 Week High | 11.36 |
|---|---|
| 52 Week Low | 9.91 |
| Market Cap | 792.10M |
| Shares Outstanding | 69.79M |
| Income Dividend Yield | 2.49% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.49% |
Returns Annualized
| One Day | -19.92% |
|---|---|
| Five Days | 70.96% |
| One Months | 16.95% |
| Three Months | 7.11% |
| Six Months | 10.22% |
| Nine Months | 16.92% |
| One Year | 10.48% |
| Three Years | 0.46% |
| Five Years | 3.62% |
| Ten Years | 3.62% |
| YTD | 8.17% |
| Since Inception | 4.39% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 1.07% |
| One Month | 1.25% |
| Three Months | 1.70% |
| Six Months | 4.90% |
| Nine Months | 12.29% |
| One Year | 10.47% |
| Three Years | 1.37% |
| Five Years | 19.41% |
| Ten Years | 42.59% |
| YTD | 4.13% |
| Since Inception | 142.52% |
Yearly Returns
| 2024 | 4.13% |
|---|---|
| 2023 | 10.93% |
| 2022 | -13.10% |
| 2021 | 4.43% |
| 2020 | 10.19% |
| 2019 | 12.77% |
| 2018 | -3.15% |
| 2017 | 8.73% |
| 2016 | 4.79% |
| 2015 | -0.87% |
Risk against SP-DA
| Alpha | -6.30% |
|---|---|
| Beta | 0.49 |
| Correlation | 90.97% |
| Downside Deviation | 1.82% |
| Coefficient of determination | 82.76% |
| Standard Deviation | 1.73% |
| Sharpe Ratio | -3.04 |
| Sortino | -10.03 |
| Treynor | 10.44 |
| Ulcer Index | 2 |
| Ulcer Performance Index | -9.13 |