PPEAX
2050 Principal LifeTime-A
$17.50
-0.05 (-0.28%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 3248.56M |
| 52 Week High | 17.56 |
| 52 Week Low | 13.748 |
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Key Data
| Symbol | PPEAX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 17.5 |
| Price Yesterday | 17.55 |
| Market Cap | 3,248.56 |
| YTD Return | 9.10% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.055 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0104 |
Overview
| 52 Week High | 17.56 |
|---|---|
| 52 Week Low | 13.75 |
| Market Cap | 3,248.56M |
| Shares Outstanding | 185.63M |
| Income Dividend Yield | 1.22% |
| Long Term Dividend Yield | 2.46% |
| Short Term Dividend Yield | 0.02% |
| 52 Week Yield (All) | 3.70% |
Returns Annualized
| One Day | -51.31% |
|---|---|
| Five Days | 73.45% |
| One Months | 23.46% |
| Three Months | 8.05% |
| Six Months | 22.16% |
| Nine Months | 30.07% |
| One Year | 18.46% |
| Three Years | 3.08% |
| Five Years | 9.00% |
| Ten Years | 7.69% |
| YTD | 18.42% |
| Since Inception | 6.99% |
Returns Total
| One Day | -0.28% |
|---|---|
| Five Days | 1.10% |
| One Month | 1.69% |
| Three Months | 1.92% |
| Six Months | 10.34% |
| Nine Months | 21.52% |
| One Year | 18.44% |
| Three Years | 9.48% |
| Five Years | 53.68% |
| Ten Years | 109.33% |
| YTD | 9.10% |
| Since Inception | 252.04% |
Yearly Returns
| 2024 | 9.10% |
|---|---|
| 2023 | 19.94% |
| 2022 | -19.12% |
| 2021 | 16.75% |
| 2020 | 16.16% |
| 2019 | 26.23% |
| 2018 | -9.07% |
| 2017 | 21.67% |
| 2016 | 5.19% |
| 2015 | -1.07% |
Risk against SP-DA
| Alpha | -7.88% |
|---|---|
| Beta | 0.9 |
| Correlation | 93.05% |
| Downside Deviation | 2.95% |
| Coefficient of determination | 86.58% |
| Standard Deviation | 3.11% |
| Sharpe Ratio | -0.95 |
| Sortino | -3.48 |
| Treynor | 14.56 |
| Ulcer Index | 3.38 |
| Ulcer Performance Index | -3.04 |