PLSSX
Principal LifeTime Strategic Income-R4
$11.26
-0.02 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date |
|---|---|
| Market Cap | 792.147M |
| 52 Week High | 11.28 |
| 52 Week Low | 9.861 |
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Key Data
| Symbol | PLSSX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date |
| Price | 11.26 |
| Price Yesterday | 11.28 |
| Market Cap | 792.15 |
| YTD Return | 3.87% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.001 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0089 |
Overview
| 52 Week High | 11.28 |
|---|---|
| 52 Week Low | 9.86 |
| Market Cap | 792.15M |
| Shares Outstanding | 70.35M |
| Income Dividend Yield | 2.23% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.23% |
Returns Annualized
| One Day | -36.09% |
|---|---|
| Five Days | 64.10% |
| One Months | 15.77% |
| Three Months | 6.38% |
| Six Months | 9.68% |
| Nine Months | 16.46% |
| One Year | 10.05% |
| Three Years | 0.05% |
| Five Years | 3.22% |
| Ten Years | 3.24% |
| YTD | 7.65% |
| Since Inception | 4.12% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 0.99% |
| One Month | 1.17% |
| Three Months | 1.53% |
| Six Months | 4.65% |
| Nine Months | 11.96% |
| One Year | 10.04% |
| Three Years | 0.16% |
| Five Years | 17.12% |
| Ten Years | 37.42% |
| YTD | 3.87% |
| Since Inception | 133.32% |
Yearly Returns
| 2024 | 3.87% |
|---|---|
| 2023 | 10.48% |
| 2022 | -13.38% |
| 2021 | 4.05% |
| 2020 | 9.76% |
| 2019 | 12.42% |
| 2018 | -3.57% |
| 2017 | 8.34% |
| 2016 | 4.44% |
| 2015 | -1.21% |
Risk against SP-DA
| Alpha | -6.75% |
|---|---|
| Beta | 0.49 |
| Correlation | 90.09% |
| Downside Deviation | 1.85% |
| Coefficient of determination | 81.16% |
| Standard Deviation | 1.75% |
| Sharpe Ratio | -3.08 |
| Sortino | -10.12 |
| Treynor | 9.54 |
| Ulcer Index | 2.05 |
| Ulcer Performance Index | -9.13 |