PLWIX
2020 Principal LifeTime-Inst
$12.57
-0.02 (-0.16%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 2390.6M |
| 52 Week High | 12.59 |
| 52 Week Low | 10.805 |
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Key Data
| Symbol | PLWIX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 12.57 |
| Price Yesterday | 12.59 |
| Market Cap | 2,390.60 |
| YTD Return | 4.75% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0054 |
Overview
| 52 Week High | 12.59 |
|---|---|
| 52 Week Low | 10.81 |
| Market Cap | 2,390.60M |
| Shares Outstanding | 190.18M |
| Income Dividend Yield | 2.76% |
| Long Term Dividend Yield | 2.12% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.88% |
Returns Annualized
| One Day | -33.04% |
|---|---|
| Five Days | 68.96% |
| One Months | 17.54% |
| Three Months | 7.09% |
| Six Months | 11.79% |
| Nine Months | 18.81% |
| One Year | 11.54% |
| Three Years | 0.90% |
| Five Years | 5.38% |
| Ten Years | 5.27% |
| YTD | 9.42% |
| Since Inception | 6.68% |
Returns Total
| One Day | -0.16% |
|---|---|
| Five Days | 1.05% |
| One Month | 1.29% |
| Three Months | 1.70% |
| Six Months | 5.63% |
| Nine Months | 13.63% |
| One Year | 11.53% |
| Three Years | 2.70% |
| Five Years | 29.87% |
| Ten Years | 66.98% |
| YTD | 4.75% |
| Since Inception | 307.98% |
Yearly Returns
| 2024 | 4.75% |
|---|---|
| 2023 | 12.24% |
| 2022 | -14.35% |
| 2021 | 9.09% |
| 2020 | 12.73% |
| 2019 | 18.38% |
| 2018 | -5.71% |
| 2017 | 14.97% |
| 2016 | 5.83% |
| 2015 | -1.18% |
Risk against SP-DA
| Alpha | -6.64% |
|---|---|
| Beta | 0.55 |
| Correlation | 91.40% |
| Downside Deviation | 2.03% |
| Coefficient of determination | 83.54% |
| Standard Deviation | 1.93% |
| Sharpe Ratio | -2.57 |
| Sortino | -8.48 |
| Treynor | 11.23 |
| Ulcer Index | 2.24 |
| Ulcer Performance Index | -7.68 |