PPLIX
2050 Principal LifeTime-Inst
$17.42
-0.04 (-0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 3248.656M |
| 52 Week High | 17.48 |
| 52 Week Low | 13.651 |
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Key Data
| Symbol | PPLIX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 17.42 |
| Price Yesterday | 17.46 |
| Market Cap | 3,248.66 |
| YTD Return | 9.28% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0067 |
Overview
| 52 Week High | 17.48 |
|---|---|
| 52 Week Low | 13.65 |
| Market Cap | 3,248.66M |
| Shares Outstanding | 186.49M |
| Income Dividend Yield | 1.54% |
| Long Term Dividend Yield | 2.47% |
| Short Term Dividend Yield | 0.02% |
| 52 Week Yield (All) | 4.03% |
Returns Annualized
| One Day | -43.93% |
|---|---|
| Five Days | 79.06% |
| One Months | 23.58% |
| Three Months | 8.61% |
| Six Months | 22.60% |
| Nine Months | 30.48% |
| One Year | 18.88% |
| Three Years | 3.48% |
| Five Years | 9.42% |
| Ten Years | 8.09% |
| YTD | 18.80% |
| Since Inception | 7.91% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | 1.16% |
| One Month | 1.69% |
| Three Months | 2.05% |
| Six Months | 10.53% |
| Nine Months | 21.80% |
| One Year | 18.86% |
| Three Years | 10.74% |
| Five Years | 56.64% |
| Ten Years | 117.23% |
| YTD | 9.28% |
| Since Inception | 380.55% |
Yearly Returns
| 2024 | 9.28% |
|---|---|
| 2023 | 20.40% |
| 2022 | -18.79% |
| 2021 | 17.12% |
| 2020 | 16.61% |
| 2019 | 26.65% |
| 2018 | -8.69% |
| 2017 | 22.12% |
| 2016 | 5.58% |
| 2015 | -0.74% |
Risk against SP-DA
| Alpha | -7.46% |
|---|---|
| Beta | 0.9 |
| Correlation | 93.21% |
| Downside Deviation | 2.91% |
| Coefficient of determination | 86.88% |
| Standard Deviation | 3.10% |
| Sharpe Ratio | -0.92 |
| Sortino | -3.38 |
| Treynor | 15.03 |
| Ulcer Index | 3.34 |
| Ulcer Performance Index | -2.94 |