PMTIX
2030 Principal LifeTime-Inst
$14.28
-0.02 (-0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 5465.027M |
| 52 Week High | 14.3 |
| 52 Week Low | 11.852 |
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Key Data
| Symbol | PMTIX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 14.28 |
| Price Yesterday | 14.3 |
| Market Cap | 5,465.03 |
| YTD Return | 5.93% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0058 |
Overview
| 52 Week High | 14.30 |
|---|---|
| 52 Week Low | 11.85 |
| Market Cap | 5,465.03M |
| Shares Outstanding | 382.71M |
| Income Dividend Yield | 2.30% |
| Long Term Dividend Yield | 1.63% |
| Short Term Dividend Yield | 0.09% |
| 52 Week Yield (All) | 4.02% |
Returns Annualized
| One Day | -29.75% |
|---|---|
| Five Days | 82.98% |
| One Months | 20.55% |
| Three Months | 7.76% |
| Six Months | 14.68% |
| Nine Months | 22.91% |
| One Year | 13.78% |
| Three Years | 1.43% |
| Five Years | 6.87% |
| Ten Years | 6.41% |
| YTD | 11.84% |
| Since Inception | 7.41% |
Returns Total
| One Day | -0.14% |
|---|---|
| Five Days | 1.20% |
| One Month | 1.49% |
| Three Months | 1.85% |
| Six Months | 6.97% |
| Nine Months | 16.52% |
| One Year | 13.77% |
| Three Years | 4.34% |
| Five Years | 39.29% |
| Ten Years | 85.79% |
| YTD | 5.93% |
| Since Inception | 369.58% |
Yearly Returns
| 2024 | 5.93% |
|---|---|
| 2023 | 15.13% |
| 2022 | -16.80% |
| 2021 | 12.76% |
| 2020 | 14.76% |
| 2019 | 22.40% |
| 2018 | -7.43% |
| 2017 | 18.42% |
| 2016 | 5.89% |
| 2015 | -0.94% |
Risk against SP-DA
| Alpha | -7.46% |
|---|---|
| Beta | 0.68 |
| Correlation | 92.33% |
| Downside Deviation | 2.50% |
| Coefficient of determination | 85.24% |
| Standard Deviation | 2.37% |
| Sharpe Ratio | -1.82 |
| Sortino | -5.96 |
| Treynor | 12.36 |
| Ulcer Index | 2.77 |
| Ulcer Performance Index | -5.39 |