PLSPX
Principal LifeTime Strategic Income-R5
$11.34
-0.02 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date |
|---|---|
| Market Cap | 791.404M |
| 52 Week High | 11.36 |
| 52 Week Low | 9.924 |
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Key Data
| Symbol | PLSPX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date |
| Price | 11.34 |
| Price Yesterday | 11.36 |
| Market Cap | 791.40 |
| YTD Return | 3.94% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 11.36 |
|---|---|
| 52 Week Low | 9.92 |
| Market Cap | 791.40M |
| Shares Outstanding | 69.79M |
| Income Dividend Yield | 2.29% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.29% |
Returns Annualized
| One Day | -35.88% |
|---|---|
| Five Days | 63.52% |
| One Months | 15.65% |
| Three Months | 6.73% |
| Six Months | 9.81% |
| Nine Months | 16.61% |
| One Year | 10.16% |
| Three Years | 0.17% |
| Five Years | 3.34% |
| Ten Years | 3.36% |
| YTD | 7.79% |
| Since Inception | 4.26% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 0.98% |
| One Month | 1.16% |
| Three Months | 1.61% |
| Six Months | 4.71% |
| Nine Months | 12.07% |
| One Year | 10.15% |
| Three Years | 0.52% |
| Five Years | 17.81% |
| Ten Years | 38.99% |
| YTD | 3.94% |
| Since Inception | 139.70% |
Yearly Returns
| 2024 | 3.94% |
|---|---|
| 2023 | 10.71% |
| 2022 | -13.40% |
| 2021 | 4.23% |
| 2020 | 9.91% |
| 2019 | 12.48% |
| 2018 | -3.39% |
| 2017 | 8.50% |
| 2016 | 4.50% |
| 2015 | -1.07% |
Risk against SP-DA
| Alpha | -6.78% |
|---|---|
| Beta | 0.5 |
| Correlation | 90.59% |
| Downside Deviation | 1.84% |
| Coefficient of determination | 82.06% |
| Standard Deviation | 1.76% |
| Sharpe Ratio | -3.04 |
| Sortino | -10.09 |
| Treynor | 9.65 |
| Ulcer Index | 2.03 |
| Ulcer Performance Index | -9.14 |