PLTJX
2030 Principal LifeTime-J
$14.21
-0.02 (-0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 5465.223M |
| 52 Week High | 14.23 |
| 52 Week Low | 11.81 |
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Key Data
| Symbol | PLTJX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 14.21 |
| Price Yesterday | 14.23 |
| Market Cap | 5,465.22 |
| YTD Return | 5.89% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.0015 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0076 |
Overview
| 52 Week High | 14.23 |
|---|---|
| 52 Week Low | 11.81 |
| Market Cap | 5,465.22M |
| Shares Outstanding | 384.60M |
| Income Dividend Yield | 2.17% |
| Long Term Dividend Yield | 1.64% |
| Short Term Dividend Yield | 0.09% |
| 52 Week Yield (All) | 3.89% |
Returns Annualized
| One Day | -29.87% |
|---|---|
| Five Days | 77.05% |
| One Months | 20.66% |
| Three Months | 7.49% |
| Six Months | 14.59% |
| Nine Months | 22.79% |
| One Year | 13.68% |
| Three Years | 1.27% |
| Five Years | 6.70% |
| Ten Years | 6.21% |
| YTD | 11.74% |
| Since Inception | 7.00% |
Returns Total
| One Day | -0.14% |
|---|---|
| Five Days | 1.14% |
| One Month | 1.50% |
| Three Months | 1.79% |
| Six Months | 6.92% |
| Nine Months | 16.44% |
| One Year | 13.66% |
| Three Years | 3.83% |
| Five Years | 38.16% |
| Ten Years | 82.37% |
| YTD | 5.89% |
| Since Inception | 332.44% |
Yearly Returns
| 2024 | 5.89% |
|---|---|
| 2023 | 14.94% |
| 2022 | -17.00% |
| 2021 | 12.63% |
| 2020 | 14.58% |
| 2019 | 22.17% |
| 2018 | -7.53% |
| 2017 | 18.20% |
| 2016 | 5.63% |
| 2015 | -1.20% |
Risk against SP-DA
| Alpha | -7.36% |
|---|---|
| Beta | 0.67 |
| Correlation | 91.92% |
| Downside Deviation | 2.49% |
| Coefficient of determination | 84.49% |
| Standard Deviation | 2.35% |
| Sharpe Ratio | -1.85 |
| Sortino | -6.04 |
| Treynor | 12.36 |
| Ulcer Index | 2.78 |
| Ulcer Performance Index | -5.42 |