PLTMX
2060 Principal LifeTime-R4
$17.28
-0.04 (-0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 1019.498M |
| 52 Week High | 17.34 |
| 52 Week Low | 13.571 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | PLTMX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 17.28 |
| Price Yesterday | 17.32 |
| Market Cap | 1,019.50 |
| YTD Return | 9.09% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.001 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 17.34 |
|---|---|
| 52 Week Low | 13.57 |
| Market Cap | 1,019.50M |
| Shares Outstanding | 59.00M |
| Income Dividend Yield | 1.26% |
| Long Term Dividend Yield | 2.26% |
| Short Term Dividend Yield | 0.01% |
| 52 Week Yield (All) | 3.53% |
Returns Annualized
| One Day | -44.19% |
|---|---|
| Five Days | 74.68% |
| One Months | 22.88% |
| Three Months | 8.16% |
| Six Months | 22.17% |
| Nine Months | 30.01% |
| One Year | 18.45% |
| Three Years | 3.17% |
| Five Years | 9.25% |
| Ten Years | 7.84% |
| YTD | 18.39% |
| Since Inception | 9.03% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | 1.11% |
| One Month | 1.65% |
| Three Months | 1.95% |
| Six Months | 10.34% |
| Nine Months | 21.48% |
| One Year | 18.43% |
| Three Years | 9.76% |
| Five Years | 55.47% |
| Ten Years | 112.39% |
| YTD | 9.09% |
| Since Inception | 166.26% |
Yearly Returns
| 2024 | 9.09% |
|---|---|
| 2023 | 19.95% |
| 2022 | -19.12% |
| 2021 | 17.70% |
| 2020 | 16.22% |
| 2019 | 27.08% |
| 2018 | -9.53% |
| 2017 | 22.33% |
| 2016 | 5.17% |
| 2015 | -1.05% |
Risk against SP-DA
| Alpha | -7.75% |
|---|---|
| Beta | 0.89 |
| Correlation | 92.99% |
| Downside Deviation | 2.95% |
| Coefficient of determination | 86.47% |
| Standard Deviation | 3.09% |
| Sharpe Ratio | -0.96 |
| Sortino | -3.48 |
| Treynor | 14.65 |
| Ulcer Index | 3.39 |
| Ulcer Performance Index | -3.03 |