PLTZX
2060 Principal LifeTime-Inst
$17.51
-0.04 (-0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 1019.411M |
| 52 Week High | 17.57 |
| 52 Week Low | 13.718 |
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Key Data
| Symbol | PLTZX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 17.51 |
| Price Yesterday | 17.55 |
| Market Cap | 1,019.41 |
| YTD Return | 9.30% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0067 |
Overview
| 52 Week High | 17.57 |
|---|---|
| 52 Week Low | 13.72 |
| Market Cap | 1,019.41M |
| Shares Outstanding | 58.22M |
| Income Dividend Yield | 1.53% |
| Long Term Dividend Yield | 2.23% |
| Short Term Dividend Yield | 0.01% |
| 52 Week Yield (All) | 3.77% |
Returns Annualized
| One Day | -43.76% |
|---|---|
| Five Days | 78.52% |
| One Months | 23.45% |
| Three Months | 8.56% |
| Six Months | 22.62% |
| Nine Months | 30.54% |
| One Year | 18.93% |
| Three Years | 3.55% |
| Five Years | 9.66% |
| Ten Years | 8.23% |
| YTD | 18.84% |
| Since Inception | 9.43% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | 1.16% |
| One Month | 1.68% |
| Three Months | 2.04% |
| Six Months | 10.54% |
| Nine Months | 21.84% |
| One Year | 18.91% |
| Three Years | 10.98% |
| Five Years | 58.38% |
| Ten Years | 120.14% |
| YTD | 9.30% |
| Since Inception | 177.28% |
Yearly Returns
| 2024 | 9.30% |
|---|---|
| 2023 | 20.41% |
| 2022 | -18.82% |
| 2021 | 18.15% |
| 2020 | 16.63% |
| 2019 | 27.53% |
| 2018 | -9.23% |
| 2017 | 22.70% |
| 2016 | 5.68% |
| 2015 | -0.80% |
Risk against SP-DA
| Alpha | -7.36% |
|---|---|
| Beta | 0.9 |
| Correlation | 93.16% |
| Downside Deviation | 2.92% |
| Coefficient of determination | 86.80% |
| Standard Deviation | 3.09% |
| Sharpe Ratio | -0.91 |
| Sortino | -3.35 |
| Treynor | 15.12 |
| Ulcer Index | 3.34 |
| Ulcer Performance Index | -2.93 |